Institute for Professionals in Taxation

What Institute for Professionals in Taxation does

The Institute for Professionals in Taxation (IPT) is a not-for-profit professional membership organization dedicated to state and local tax (SALT) education and certification, incorporated under the laws of the District of Columbia and headquartered at 1100 Abernathy Road, Suite 750, Atlanta, Georgia. Founded in 1976, IPT serves more than 6,600 members across the United States and Canada, representing approximately 1,200 corporations, firms, and taxpayers ranging from small firms to Fortune 1000 companies. The organization delivers education across five SALT disciplines: property tax, sales and use tax, state income tax, value added tax (VAT), and credits and incentives, and is governed by an elected Board of Governors on a member-run operating model.

IPT's product portfolio includes week-long schools (Property Tax, Personal Property Tax, Real Property Tax, Sales Tax Schools I/II/III, State Income Tax, VAT, and Credits & Incentives), discipline-specific symposiums, an annual conference, regional workshops (e.g., Rocky Mountain SALT), ABA/IPT joint advanced seminars, and virtual education including webinars and an online learning library. The organization grants two professional designations: the CMI (Certified Member of the Institute, awarded since 1984) in property, sales/use, or state income tax, with over 1,000 awarded in sales tax alone, and the CCIP (Certified Credits and Incentives Professional) — the first certification recognizing excellence in credits and incentives. IPT operates without proprietary technology, distributing content through in-person events, its website, and webinar platforms; all programs are designed and delivered by practicing SALT professionals from major accounting firms, law firms, and tax technology companies.

IPT generates revenue through four streams: tiered membership dues ($400-$4,000 annually for corporate tiers, $425 for consultants, free for academics), program and event registration fees (member rates of $75 for webinars, $495-$1,195 for symposiums, $1,095-$1,195 plus meals for schools), professional designation fees ($175 per CMI/CCIP), and sponsorships/exhibitor fees ($1,000-$7,500 for tiered partnerships, $4,000 for annual conference exhibitors). Big Four accounting firms (Deloitte, KPMG, PwC, EY), major tax advisory practices (BDO USA, Ryan, Grant Thornton, Alvarez & Marsal), tax technology providers (Avalara, Vertex, Anybill), and law firms (Dentons, Reed Smith, Thompson Coburn) serve as Foundational Partners, providing both financial sponsorship and instructional talent.

Name

Institute for Professionals in Taxation

Legal name

Institute for Professionals in Taxation

Website

https://ipt.org

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

The Institute for Professionals in Taxation (IPT) is a not-for-profit professional membership organization providing specialized education, professional designations (CMI and CCIP), and networking to more than 6,600 state and local tax professionals across the United States and Canada.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: IPT generates primary revenue through annual membership dues. Corporate/Industry membership tiers range from $400/year for an individual to $4,000/year for organizations with 21+ members. Consultant membership is $425/year. Individual corporate membership is $400 per calendar year. Academic membership is free for eligible full-time academic professionals and students.
2. Program and Event Registration Fees: IPT charges registration fees for its schools, symposiums, annual conference, workshops, seminars, and webinars. Fees vary by program type and membership status (member vs. non-member). For example, the 2026 Property Tax Symposium is $995-$1,095 for members; the 2026 Sales Tax Symposium is September 27–30, 2026 in Orlando, FL. Schools typically cost $1,095-$1,195 plus a meals package ($585-$815). Webinars are $75 for members.
3. Professional Designation Fees: IPT charges $175 per CMI or CCIP designation in addition to membership dues. Reinstatement after inactive status costs $250. These fees support the administration of the certification programs.
4. Sponsorships and Exhibitor Fees: IPT generates revenue through three partnership tiers — Foundational Partner ($7,500/year), Strategic Partner ($5,000/year), and Excellence in Education Partner ($1,000-$2,500 per school). Event sponsorships for individual activities (receptions, breakfasts, lunches, keynotes, etc.) range from $1,000 to $5,000. Exhibitor fees for the Annual Conference are $4,000.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

IPT is a member-run, not-for-profit professional membership organization that delivers state and local tax (SALT) education, training, and certification to tax professionals across the United States and Canada. Its core offerings include week-long discipline-specific schools (property tax, sales tax, state income tax, VAT, credits and incentives), annual symposiums, an Annual Conference, webinars, regional workshops, and joint ABA/IPT advanced seminars, supported by the CMI and CCIP professional designations.

Product overview

The Institute for Professionals in Taxation (IPT) offers a comprehensive suite of professional education and certification programs for state and local tax (SALT) professionals. The organization's core offerings include week-long schools (Property Tax School, Personal Property Tax School, Real Property Tax School, Sales Tax Schools I/II/III, State Income Tax School, VAT School, and Credits & Incentives School) and discipline-specific symposiums (Property Tax, Sales Tax, State Income Tax, VAT, and Credits & Incentives). IPT also hosts an Annual Conference covering all SALT disciplines, ABA/IPT joint seminars, regional workshops like the Rocky Mountain SALT Workshop, and virtual education/webinars. Professional certifications include the CMI (Certified Member of the Institute) designation for property, sales, and state income tax practitioners, and the CCIP (Certified Credits and Incentives Professional) designation for credits and incentives professionals. Additional offerings include local luncheon networking groups, the monthly IPT Insider newsletter, and the Property Tax reference book. The organization serves over 6,600 members across the United States and Canada, representing approximately 1,200 corporations, firms, and taxpayers.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Tax School Week-long school covering comprehensive property tax education from fundamental to advanced ad valorem taxation concepts, including valuation techniques, tax research, and ethics, for property tax professionals across corporate and consulting roles.
• Sales Tax Schools (I, II, and III) Tiered week-long sales and use tax education program: School I provides foundational theory, accounting, and audit skills; School II covers constitutional law, software, telecommunications, leasing, audit management, statistical sampling, and M&A; School III is an advanced program added in 2025.
• State Income Tax School Week-long program covering comprehensive state income tax education including nexus, entity concerns, apportionment, reorganizations, tax planning, and income tax audit handling, for state income tax practitioners.
• VAT School Four-day intermediate program providing foundational and practical knowledge in worldwide VAT principles, compliance, research, accounting, and audit; the only VAT school in the United States.
• Credits & Incentives School Foundation program in credits and incentives concepts covering site selection, statutory and discretionary incentives, negotiation, research, cost modeling, compliance, and tax credit monetization.
• Personal Property Tax School Advanced property tax program examining classification, compliance, valuation of machinery and equipment, and audits and appeals, with hands-on case study and mock hearing.
• Real Property Tax School Advanced real property taxation program covering the three approaches to value, capitalization models, building cost estimates, depreciation analysis, and appeal processes.
• Sales Tax Symposium Premier annual multi-day event for advanced sales and use tax education covering latest issues, legal updates, emerging trends, and networking opportunities with practitioners.
• Property Tax Symposium Annual advanced education program for property tax professionals covering valuation, assessment, appeals, compliance, and strategic property tax management.
• State Income Tax Symposium Annual in-depth analysis of state income taxation issues with best practices and strategies from industry leaders covering legislation and current tax environment.
• VAT Symposium Two-day focused annual program for VAT, GST, and global indirect tax professionals covering compliance, reporting, technology, and international commerce; the only VAT symposium in the United States.
• Credits & Incentives Symposium Annual program focused solely on credits and incentives for professionals representing or working on behalf of businesses, featuring an Economic Development Organization (EDO) showcase.
• IPT Annual Conference IPT's most comprehensive SALT educational program covering all disciplines with concurrent sessions, networking opportunities, and top industry presenters; 2026 edition scheduled for June 2026 in Honolulu, Hawaii.
• ABA/IPT Advanced Sales Tax Seminar Joint seminar with the American Bar Association Section of Taxation providing current updates on judicial, legislative, and legal issues in sales and use tax law.
• ABA/IPT Advanced State Income Tax Seminar Joint seminar with the American Bar Association Section of Taxation covering judicial, legislative, and legal issues facing state income tax practitioners.
• Virtual Education / Webinars Online continuing education programs including webinars and recorded sessions providing convenience for members unable to attend in-person events; webinars priced at $75 member / $125 non-member per session.
• CMI (Certified Member of the Institute) Designation Prestigious professional designation recognizing excellence in property tax, sales and use tax, or state income tax, representing the pinnacle of SALT achievement; awarded since 1984 with over 1,000 members holding the Sales Tax CMI designation.
• CCIP (Certified Credits and Incentives Professional) Designation First professional certification recognizing excellence for professionals working in the credits and incentives field representing business and industry; administered alongside a $175 per-designation fee.
• Rocky Mountain SALT Workshop Regional workshop providing updates on Sales and Use Tax and State Income developments affecting Colorado, Utah, Wyoming, New Mexico, Montana, Idaho, Arizona, and Nevada.
• IPT Property Tax Book Reference textbook covering property taxation fundamentals, distributed in a condensed flash drive format for portability and searchability; bundled with Property Tax School attendance.
• IPT Insider Newsletter Monthly newsletter providing analysis and updates on current IPT news, events, legislative developments, and SALT community matters; members can contribute articles.
• IPT Local Luncheons Member-run local luncheon groups in 13+ US cities providing grassroots networking and abbreviated educational presentations for tax professionals at low cost.

Quantifiable outcome

• 2,000+ professional designations awarded to date
• +2 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

28 partnerships are on record, tiered core and flagship.

• American Bar Association (ABA) Section of TaxationcoreStrategic or Co-development PartnerIPT partners annually with the ABA Section of Taxation to host the ABA/IPT Advanced Tax Seminars, including the ABA/IPT Advanced Property Tax Seminar, ABA/IPT Advanced Sales Tax Seminar, and ABA/IPT Advanced State Income Tax Seminar. These joint programs represent one of the most prominent educational programs in their respective fields, bringing together attorneys, CPAs, consultants, and industry professionals.
• Alvarez & MarsalflagshipGTM or Marketing PartnerAlvarez & Marsal is listed as a 2026 Foundational Partner of IPT, the highest level of partnership providing year-round comprehensive exposure across all IPT disciplines and programs.
• AnybillflagshipGTM or Marketing PartnerAnybill is listed as a 2026 Foundational Partner of IPT, providing year-round comprehensive exposure across all IPT disciplines and programs.
• ArmaninoflagshipGTM or Marketing PartnerArmanino is listed as a 2026 Foundational Partner of IPT.
• AvalaraflagshipGTM or Marketing PartnerAvalara is listed as a 2026 Foundational Partner of IPT.
• BDO USAflagshipGTM or Marketing PartnerBDO USA is listed as a 2026 Foundational Partner of IPT.
• Citrin CoopermanflagshipGTM or Marketing PartnerCitrin Cooperman is listed as a 2026 Foundational Partner of IPT.
• DeloitteflagshipGTM or Marketing PartnerDeloitte is listed as a 2026 Foundational Partner of IPT. Deloitte professionals serve as committee chairs and program instructors.
• DentonsflagshipGTM or Marketing PartnerDentons is listed as a 2026 Foundational Partner of IPT. Dentons professionals serve as committee chairs.
• EYflagshipGTM or Marketing PartnerEY is listed as a 2026 Foundational Partner of IPT.
• FirstPointe AdvisorsflagshipGTM or Marketing PartnerFirstPointe Advisors is listed as a 2026 Foundational Partner of IPT.
• Furia Property TaxflagshipGTM or Marketing PartnerFuria Property Tax is listed as a 2026 Foundational Partner of IPT.
• Grant ThorntonflagshipGTM or Marketing PartnerGrant Thornton is listed as a 2026 Foundational Partner of IPT.
• ITC TaxflagshipGTM or Marketing PartnerITC Tax is listed as a 2026 Foundational Partner of IPT.
• Jones WalkerflagshipGTM or Marketing PartnerJones Walker is listed as a 2026 Foundational Partner of IPT.
• Kean MillerflagshipGTM or Marketing PartnerKean Miller is listed as a 2026 Foundational Partner of IPT.
• KPMGflagshipGTM or Marketing PartnerKPMG is listed as a 2026 Foundational Partner of IPT. KPMG professionals serve as local luncheon committee chairs and program instructors.
• KrollflagshipGTM or Marketing PartnerKroll is listed as a 2026 Foundational Partner of IPT.
• McCarter EnglishflagshipGTM or Marketing PartnerMcCarter English is listed as a 2026 Foundational Partner of IPT.
• PwCflagshipGTM or Marketing PartnerPwC is listed as a 2026 Foundational Partner of IPT.
• Reed SmithflagshipGTM or Marketing PartnerReed Smith is listed as a 2026 Foundational Partner of IPT.
• Ryan, LLCflagshipGTM or Marketing PartnerRyan, LLC is listed as a 2026 Foundational Partner of IPT. Ryan professionals serve as committee chairs and program instructors.
• Ryan LawflagshipGTM or Marketing PartnerRyan Law is listed as a 2026 Foundational Partner of IPT.
• Stevens LeeflagshipGTM or Marketing PartnerStevens Lee is listed as a 2026 Foundational Partner of IPT.
• Synexus Tax SolutionsflagshipGTM or Marketing PartnerSynexus Tax Solutions is listed as a 2026 Foundational Partner of IPT.
• Thompson CoburnflagshipGTM or Marketing PartnerThompson Coburn is listed as a 2026 Foundational Partner of IPT. Thompson Coburn professionals serve as committee chairs.
• Thompson TaxflagshipGTM or Marketing PartnerThompson Tax is listed as a 2026 Foundational Partner of IPT.
• VertexflagshipGTM or Marketing PartnerVertex is listed as a 2026 Foundational Partner of IPT.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• AICPA: AICPA is the dominant US accounting membership body providing broad tax education, CPE, and credentials (CPA); its Tax Section and conferences overlap significantly with IPT's educational offerings for tax professionals.
• American Bar Association Section of Taxation: The ABA Tax Section is a larger, established professional organization delivering tax education and CLE programming; IPT already co-hosts seminars with ABA, signaling direct overlap in tax continuing-education programming.
• State CPA Societies (e.g., California Society of CPAs): Large state CPA societies deliver substantial tax CPE programming and serve overlapping member audiences of tax professionals in corporate and consulting roles; they compete with IPT for local SALT-focused educational events.
• Practising Law Institute (PLI): PLI is a long-established continuing legal education provider offering tax and other specialty programs; it competes with IPT for premium tax CLE programming and shares the event-driven, subscription-style education model.

Direct peers

• Tax Executives Institute (TEI): TEI is a similar professional membership organization serving corporate tax executives with education, conferences, and networking, directly comparable to IPT's corporate tax professional audience and event-driven model.
• National Association of Tax Professionals (NATP): NATP provides tax education, training, and membership services to tax preparers and professionals, with a comparable subscription/membership revenue model and continuing-education focus overlapping IPT's offerings.
• Council On State Taxation (COST): COST is a trade association focused on state taxation policy and education for corporate tax professionals, serving a very similar SALT practitioner audience and competing for the same sponsorship and membership dollars as IPT.

Emerging players

• Bloomberg Tax: Bloomberg Tax combines tax research software with practitioner news, analysis, and CPE webinars; it represents a digital, technology-led competitor to IPT's traditional seminar-based CPE delivery.
• International Tax Institute: The International Tax Institute focuses specifically on international and VAT taxation, partially overlapping IPT's VAT School/Symposium niche but specializing more deeply in cross-border indirect tax.

Others

• Tax Foundation: Tax Foundation is a tax policy research organization that, while not a direct competitor, operates in the broader SALT ecosystem and is an indirect stakeholder for IPT members seeking authoritative policy analysis and data.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/iptatl
• YouTubeyoutube.com/channel/UC0Us9S1t35L8wAlMGaxKmiA
• Facebookfacebook.com/InstituteForProfessionalsInTaxation
• LinkedInlinkedin.com/company/institute-for-professionals-in-taxation

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Institute for Professionals in Taxation