NEWS & INSIGHTS
The Institute for Professionals in Taxation (IPT) has released important updates regarding governance applications, award nominations, upcoming educational programs, and certification exams for 2025. Below is a summary of key dates and information for IPT members.
I. Application Deadline for IPT Officers and Board of Governors
IPT members holding the CMI or CCIP designation are eligible to apply for leadership positions. The deadline to apply for Board of Governors positions (3 openings) and the 2nd Vice President position is March 3, 2025.
Officer’s Rotation
The incumbent 2nd VP is nominated to become the 1st VP.
The incumbent 1st VP is nominated to become President.
The incumbent President becomes the Immediate Past President.
The open position for applications is 2nd VP.
Board Responsibilities & Entitlements
Board meetings take place in November, March, and at the Annual Conference, requiring at least one overnight stay.
IPT reimburses Board members up to $3,750 per year for travel, lodging, and meal expenses.
Registration fees are waived for annual conferences, symposiums, and one IPT School per year.
Eligibility & Application Process
Candidates must be a Designated IPT Member in good standing (holding a CMI or CCIP and with dues paid).
Application forms can only be obtained by emailing IPT Executive Director Chris G. Muntifering, CMI, at [email protected].
Completed applications must be submitted by March 3, 2025 (email preferred).
II. IPT Award Nominations
Nominations for IPT’s various awards are due by February 21, 2025. Award categories include:
Distinguished Service Award
Special Award
Emerging Leader Award
Instructor of the Year Award
Nomination forms are available online at lnstructorAwards2025.pdf and Awards Form Draft.
III. Upcoming Seminars & Educational Programs
A. Property Tax Schools
Property Tax School: Sept. 8 – 11, 2025 | Hilton DFW Lakes Executive Conference Center, Grapevine, TX
Real Property Tax School: Oct. 13 – 17, 2025 | Georgia Tech Hotel & Conference Center, Atlanta, GA
Personal Property Tax School: Oct. 20 – 24, 2025 | Georgia Tech Hotel & Conference Center, Atlanta, GA
B. Sales Tax Schools
Sales Tax School I: Feb. 24 – 28, 2025 | Georgia Tech Hotel & Conference Center, Atlanta, GA
Sales Tax School II: Apr. 28 – May 2, 2025 | Georgia Tech Hotel & Conference Center, Atlanta, GA
C. Other Notable Seminars
2025 ABA-IPT Advanced Tax Seminars: March 10 – 14, 2025 | The Ritz-Carlton, New Orleans, LA
IPT Annual Meeting: June 22 – 25, 2025 | Fort Lauderdale Marriott Harbor Beach Resort & Spa, Fort Lauderdale, FL
IV. 2025 CMI/CCIP Exam Schedule
Exam Format Update
CMI Sales Tax written exams will now be administered via ExamSoft, a computer-based software, but must still be taken in person at designated locations.
Detailed instructions will be provided one month prior to testing.
Upcoming Exam Dates & Deadlines
CMI Sales and Property Tax Exams – Fort Lauderdale, FL
Exam Date: June 21-22, 2025
Application Deadline: March 10, 2025
Verification Deadline: May 15, 2025
Registration Deadline: May 21, 2025
CCIP Exam – Atlanta, GA
Exam Date: July 28 – 29, 2025
Application Deadline: April 28, 2025
Verification Deadline: June 9, 2025
Registration Deadline: June 26, 2025
CMI Sales Tax Exam – Indian Wells, CA
Exam Date: September 27-28, 2025
Application Deadline: June 30, 2025
Verification Deadline: August 13, 2025
Registration Deadline: August 27, 2025
CMI Property Tax Exam – Indian Wells, CA
Exam Date: November 1-2, 2025
Application Deadline: August 4, 2025
Verification Deadline: September 15, 2025
Registration Deadline: October 1, 2025
CCIP Exam – Dallas, TX
Exam Date: November 15 – 16, 2025
Application Deadline: August 13, 2025
Verification Deadline: October 1, 2025
Registration Deadline: October 15, 2025
Conclusion
IPT members should take note of these important deadlines and opportunities for professional growth. Whether through leadership roles, award nominations, educational seminars, or certification exams, IPT continues to provide valuable resources for tax professionals. Members are encouraged to participate actively and stay engaged in IPT’s initiatives throughout 2025.
© 2025 Jeanette Moffa. All Rights Reserved.
Share
Additional Articles by the SALTy Orange at Moffa Tax Law:
NEWS & INSIGHTS Taxation of Partnerships State-Level Implications of the Federal BBA Partnership Audit Introduction: The Expanding Reach of Partnership…
NEWS & INSIGHTS State Income Tax of Nonresident Individuals Title: Navigating the Gray Zones: State Income Taxation of Nonresident Individuals…
NEWS & INSIGHTS Florida Appellate Case Update – Spring 2025 Florida Appellate Courts Clarify Key Principles in Administrative Law and…
Jeanette Moffa, Esq.
(954) 800-4138
[email protected]
Jeanette Moffa is a Partner in the Fort Lauderdale office of Moffa, Sutton, & Donnini. She focuses her practice in Florida state and local tax. Jeanette provides SALT planning and consulting as part of her practice, addressing issues such as nexus and taxability, including exemptions, inclusions, and exclusions of transactions from the tax base. In addition, she handles tax controversy, working with state and local agencies in resolution of assessment and refund cases. She also litigates state and local tax and administrative law issues.
