Dive Into IPT Insider

President's Message

Trisha Fortune, CMI, CPA
IPT President

Happy holiday season!! As we close the book on 2024 and look ahead to 2025, I find myself reflecting on what an incredible year it has been for IPT. We ended on a high note with the successful conclusion of the Property Tax and State Income Tax Symposiums, held concurrently in Tucson, Arizona this November. Both programs delivered outstanding value through sessions that explored the latest developments in property and state income tax.

Attendees were especially captivated by our keynote speaker, Corey Ciocchetti, whose moving presentation set a tone of inspiration and purpose. The symposiums also offered dynamic discussion forums and breakout sessions designed to maximize learning opportunities.

The planning committees went above and beyond to create memorable networking experiences. Highlights included a pre-symposium golf tournament, a guided hike through Tucson’s beautiful terrain, and a networking lunch that fostered valuable connections. The evening receptions featured craft beer and tequila tastings, while late-night Bingo Night provided lighthearted fun. Of all the moments, seeing IPT’s new logo dramatically projected onto a nearby mountain stole the show—it was truly a crowd-stopper! 



Our deepest gratitude goes to the committees that made these events possible:

• Property Tax Symposium Committee: Special thanks to Chair Jessica L. MacLean, Esq., Co-Vice Chairs Jerry Aucoin, CMI, and Gauri S. Samant, Esq., along with their incredible team.
• State Income Tax Symposium Committee: A heartfelt thank you to Chair Jennifer C. Waryjas, Esq. and Vice Chair Jeff J. Cook, CPA, and their dedicated Committee for countless hours of hard work and preparation.

Looking ahead to 2025, I am especially excited for IPT’s Annual Conference to be held at the Harbor Beach resort in Fort Lauderdale, June 22nd through the 25th. The oceanfront location promises to be a fantastic setting. Our theme is “Club Pro Royale”. (I encourage you to watch Palm Royale if you are not already a fan and to get ready for our fun Casino Royale event on Tuesday night). In addition to a great program, we are planning a full slate of networking events that will guarantee a unique and engaging experience for all attendees.

And as we prepare to turn the calendar, I want to express my gratitude to everyone who served on a property tax or state income tax program committee this year, whether it was a school, symposium, webinar, or seminar. To all who volunteered on any IPT committee in 2024, thank you. Your time, talent, and dedication inspire us all and ensure IPT remains the premier resource for SALT professionals.  

Lastly, to all IPT members: thank you for your participation, commitment, and care for our organization. IPT is more than a professional association; it is a community where education meets opportunity and where connections lead to growth. Because when you know more, you PRO more. I wish you and your families a joyous holiday season and happy new year. And as we consider our new year resolutions, please consider putting becoming more involved in IPT in 2025 towards the top of your list.

Warmest regards,
Trisha

Property & State Income Tax Symposium Highlights

A big congratulations to the planning committees for orchestrating outstanding Property Tax and State Income Tax Symposiums last month! Your hard work and dedication ensured exceptional programs that gave attendees valuable insights and meaningful takeaways.

Thank you to our presenters for delivering engaging and thought-provoking sessions on key topics, ranging from legislative updates to compliance strategies. Your expertise and commitment elevated the learning experience for all participants.

A special thank-you goes out to our attendees for your enthusiastic participation. The energy you brought to the sessions, discussions, and networking events was inspiring and contributed to the success of these Symposiums.

We look forward to seeing you at next year’s events!

Property Tax Symposium Chair Jessica L. MacLean, Esq. and State Income Tax Symposium Chair Jennifer C. Waryjas, Esq., give comments at the Opening Session.

Keynote speaker Corey Ciocchetti moved the audience with his presentation: “Inspire Integrity – Chase an Authentic Life.”

Participants get to know each other before hitting the links at the pre-symposium golf tournament. Congratulations to First Place winners PJ Birmingham, Brian Ess, and Lee Winston. Aaron Hohman, Moiz Mohammed, Shane Stewart, and Erik Wind were in second place. Other winners include: • Men’s Longest Drive: Ryan Armstrong • Women’s Longest Drive: Jennifer Wadland • Closet to the Pin: Kevin Dover

Jordan Goodman, Esq., CPA, and IPT Past President Janette Lohman, CMI, CCIP, CPA, Esq., inform and entertain attendees during a State Income Tax Symposium session titled “Monday Night Football Audit.”

Committee Member Dan Tucker, Esq. introduced John O'Neil, CMI and Gerry Amoroso, CMI at the breakout session “Beyond the Lease: The Analysis of the Whole Property Value.”

Many thanks for a job well done to the Symposium planning committees and their leadership. (L to R) State Income Tax Vice Chair Jeff Cook, CPA, State Income Tax Symposium Chair Jennifer C. Waryjas, Esq., IPT President Trisha Fortune, CMI, Jessica L. MacLean, Esq. and IPT Executive Director Chris Muntifering, CMI.

Thanks to Property Tax Symposium Co-Vice Chair Jerry Aucoin, CMI, here with Property Tax Symposium Chair Jessica MacLean, Esq. (Not pictured Co-Vice Chair Gauri Samant, Esq.)

Everyone had a blast at Tuesday evening’s Bingo Night. IPT President Fortune had the chance to hang out with other Bingo enthusiasts.

Save the Dates for the 2025 Property Tax Schools!

We’re excited to announce the dates and locations for IPT’s 2025 Property Tax Schools! Whether you’re just starting out in the property tax field or looking to deepen your expertise, these schools are designed to provide you with the foundational principles and advanced knowledge you need to excel.

The 2025 Property Tax Schools will cover:
• Ad Valorem Fundamentals
• Real Property Valuation, Assessment, and Taxation
• Personal Property Assessment, Compliance, and Taxation
• Topics in Property Tax Management


These comprehensive schools offer valuable insights to enhance your professional skills and keep you ahead of industry changes. Whether you're looking to build a strong foundation or expand your understanding of complex property tax issues, you’ll gain practical, actionable knowledge that will help you become a more effective property tax professional.

2025 Property Tax School
September 8 - 11, 2025
Hilton DFW Lakes Executive Conference Center
Grapevine, TX

2025 Real Property Tax School
October 13 - 17, 2025
Georgia Tech Hotel and Conference Center
Atlanta, GA

2025 Personal Property Tax School
October 20 - 24, 2025
Georgia Tech Hotel and Conference Center
Atlanta, GA

Volunteer in 2025!

As a member-run association, IPT relies on its members, both corporate and consultant, to actively participate in the planning and presentation of its programs. Your involvement and perspective are vitally essential in the delivery of content that all attendees come to expect. We ask you to consider serving next year on an IPT committee or speaking at a program to help us continue to provide premier-level programs in 2025.

Experienced speakers are always in high demand in all IPT programs. Balancing these programs with the perspective of both corporate and consultant members creates a highly impactful session for all attendees. Speaking at an IPT program will showcase your unique experience, enhance your networking outreach, and elevate your status within the SALT community.

As a program planning committee member, you will help identify and plan topics of utmost interest to the IPT membership. You will also help identify and select speakers, and if attending that program, work with the chair on opening assigned sessions and possibly acting as a moderator. You can also assist in planning networking events and activities at these programs.

Even though these programs will not happen until next year, the formation of committees is underway now, and soon, speakers will be sought. If you would like to be considered for these opportunities in 2025, contact IPT and an IPT staff member will follow up.

ABA-IPT Advanced Tax Seminars

Tailored for property tax practitioners, including attorneys, consultants, tax directors, managers, government tax and revenue officials, and property appraisers—this program encompasses a diverse array of viewpoints from experienced professionals across both the public and private sectors. The sessions are designed to deliver invaluable perspectives on emerging industries, economic influences on market valuations, trial strategies for appeals, and additional pertinent topics.

Moreover, participants will have ample opportunities to engage in networking with peers throughout the duration of the seminars.

Register Online

Review the seminar sessions!
Advanced State Income Tax Topics
Advanced Sales & Use Tax Topics
Advanced Property Tax Topics

CMI/CCIP Exam Schedule & Deadlines

2025 CMI State Income Tax Exams
*The CMI State Income Tax exams are administered by appointment only, and held at the IPT office in Atlanta, Georgia.  
*After completion of the application process, candidates must notify IPT of their intention to sit with at least 90 days’ notice.  The exam date will then be scheduled through coordination with the CMI - State Income Tax Professional Designation Committee. 

*Please contact Jake Lipps, IPT’s Certification Manager, for more information. 

Applications must be received via email on or before the deadline for receipt of applications. Applications received after this deadline will NOT be reviewed in time for consideration of the subsequent exams. 

January 2025 CMI Property Tax Exams
Atlanta, Georgia
Exam Dates: January 31 - February 1, 2025

* The deadline for receipt of applications for the January 2025 exams has passed. 
* The date for submitting verification of any needed final requirements has passed. 
* Candidates must register for the examination no later than January 6, 2025.

February 2025 CMI Sales Tax Exams
Atlanta, Georgia
Exam Dates: February 28 - March 1, 2025

* The date for submitting applications has passed. 
* All examinees will be required to complete and submit verification of any needed final requirements no later than January 15, 2025. 
* Candidates must register for the examination no later than January 28, 2025.

June 2025 CMI Sales & Property Tax Exams 
Fort Lauderdale, Florida
Exam Dates: June 21-22, 2025

* The deadline for receipt of applications for the June Written Exam 2025 exams is March 10, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than May 15, 2025. 
* Candidates must register for the examination no later than May 21, 2025.

July 2025 CCIP Exam 
Atlanta, Georgia
Exam Dates: July 28-29, 2025

* The deadline for receipt of applications for the July 2025 CCIP exam is April 28, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than June 9, 2025. 
* Candidates must register for the examination no later than June 26, 2025.

September 2025 CMI Sales Tax Exams 
Indian Wells, California
Exam Dates: September 27-28, 2025

* The deadline for receipt of applications for the September 2025 CMI Sales Tax exams is June 30, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than August 13, 2025. 
* Candidates must register for the examination no later than August 27, 2025.

November 2025 CMI Property Tax Exams 
Indian Wells, California
Exam Dates: November 1 - 2, 2025

* The deadline for receipt of applications for the November 2025 CMI Property Tax exams is August 4, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than September 15, 2025. 
* Candidates must register for the examination no later than October 1, 2025.

November 2025 CCIP Exam 
Dallas, Texas
Exam Dates: November 15 - 16, 2025

* The deadline for receipt of applications for the November 2025 CCIP exam is August 13, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than October 1, 2025. 
* Candidates must register for the examination no later than October 15, 2025.

Thank You Property Tax Committees!

IPT’s 2024 Property Tax Programs have concluded and it’s time to extend our heartfelt thanks to the members of IPT’s Property Tax Program committees. Your dedication, expertise, and hard work played a vital role in making these events a resounding success. Thank you for your invaluable contributions to our community!

Property Tax School Committee
Joshua E. Estes, CMI, Esq. – Chair
John C. Balboa, CMI – Vice Chair
Montgomery E. Brantley, CMI
Cody V. Cormier, CMI, CPA
Georgianna Coursume, CMI
William J. Dearien, CMI
Jeffrey P. Dill, CMI
Rachel Duck, CMI
Vance J. Flores, CMI
Kristina Friedman, CMI
Rick H. Izumi, CMI
Ann Marie Person, CMI
John M. Schindler, CMI 
Rebecca Sobel, CMI
Susan B. Starnes, CMI

Personal Property Tax School Committee
Tommy L. Twomey, II, CMI - Chair
Todd R. Barron, CMI – Vice Chair
Robyn P. Bowen, CMI
Jeffrey R. Cohen, CMI
Michael Dimitt, CMI
Laura Bullard Keyes, CMI
Matthew K. Kuhl, CMI, MBA
Lisa Laubacher, CMI
Charles Alan Long, CMI
Jason V. Raab, CMI
James T. Ryan, III, CMI, Esq.
David L. Wang, CMI
Leean West, CMI

Real Property Tax School Committee
Melanie B. Brigante, CMI – Chair
Amy Reilly Sallusti, Esq. Vice Chair
Casey Earl Couch, CMI
Kirk A. Garza, CMI, MAI, CCIM
Martin Guenther, CMI, MAI
Ted C. Jones, PhD
Lynn D. Krebs, CMI, Ph.D.
Hamid Mehrdad, CMI
Jessica L. Montgomery, CMI
Tess Onderick, CMI
John O’Neil, CMI
Lauro Porto, CMI
Alla Raykin, Esq.

Property Tax Symposium Committee
Jessica L. Maclean, Esq. – Chair
Jerry Aucoin, CMI – Co-Vice Chair
Gauri S. Samant, Esq. Co-Vice Chair
Stephen Arredondo, CMI
Kevin J. Begnaud, CMI
Apollo D. Carey, J.D., LLM
Kate Daniel
Brian R. DePotter, CMI, CCIM
Warren M. Dubitsky, Esq.
Brian P. Forde, Esq.
Maria L. Kay
Michael P. Kelly
Cody Kunz, CMI
Tanja Matthes-Bentley
Ian Molyneux, CMI
Caren Nichol, Esq.
Mary O'Connor, CMI, ASA, CRE, CFE
Zachary S. Parrish, CMI
Jonathan Sanders, CMI
Monique Taylor
Daniel F. Tucker, Esq.
Clayton Yantis, CMI, MAI

2025 Sales Tax Schools - Save the Date

2025 Sales Tax School I
February 24 – 28, 2025
Georgia Tech Hotel & Conference Center
Atlanta, GA

Register

2025 Sales Tax School II
April 28 - May 2, 2025
Georgia Tech Hotel & Conference Center
Atlanta, GA

Register

Upcoming Local Luncheons 

IPT DFW Area Local Luncheon Group * January 30, 2025 * 1130 - 1

Location: Hackberry Creek Country Club, Irving, TX
Topic: Tax Competition and Property Tax Elimination Efforts
Speaker: Manish Bhatt, The Tax Foundation
Register: Click Here
Contact: Kate Strittmatter

Thank You State Income  Committees!

As 2024 comes to a close, we want to express our sincere gratitude to the State Income Tax Program Committee members. Your commitment, knowledge, and efforts were instrumental in the success of these events. Thank you for your remarkable contributions to the IPT community!

State Income Tax School Committee
Co-Chair Mark A. Loyd, CMI, Esq., CPA
Co-Chair Mark L. Nachbar, CPA, JD
Karen H. Currie, Esq.
Duane W. Dobson, Jr., CMI, CPA
Jordan M. Goodman, Esq., CPA
Meliny Gonzalez, CMI, CPA
Michael Lurie, Esq. 
Stacey Roberts, CPA
David J. Shipley, CMI, Esq.

State Income Tax Symposium Committee
Chair Jennifer C. Waryjas, Esq.
CO-Vice Chair Jeff J. Cook, CPA
Patrick Birmingham
Duane W. Dobson, Jr., CMI, CPA
Kate Hooker, JD
David M. Mangian, Esq.
Mark L. Nachbar, JD, CPA
April Marie Nevarez, CMI