Welcome to the Palm Beach Tax Institute. For over four decades, the PBTI has provided its members with valuable continuing education, in-depth technical outlines, and a forum to network among the area’s best tax and wealth planning advisors.
2024 - 2025 Season Schedule*
September 25, 2024
Okeechobee Steakhouse Prime Event Hall
Opening Reception Social Event
October 23, 2024
Okeechobee Steakhouse Prime Event Hall
"Subchapter K: What you need to know"
Steven R. Schneider w/Hogan Lovells
November 20, 2024
Okeechobee Steakhouse Prime Event Hall
"Pre-Immigration and Interntional Tax Planning"
Christopher R. Callahan w/Fox Rothschild & Sean McGrady w/BDO
January 29, 2025
Okeechobee Steakhouse Prime Event Hall
TBD Topic
Joanna Lardin & Lindsay Rehns w/Bessemer Trust
February 19, 2025
Okeechobee Steakhouse Prime Event Hall
"2025 Heckerling Update"
Mark R. Brown & Christopher R. Weeg w/Comiter Singer
March 19, 2025
Okeechobee Steakhouse Prime Event Hall
"Post Election Update: Expected Tax Law Changes"
Kenneth Kies w/Federal Policy Group
May 14, 2025
Okeechobee Steakhouse Prime Event Hall
"Charitable Substantiation"
Mark Parthemer w/Glenmede
*Please note, all events start at 5:30 PM.
Join PBTI now at $200 for single members and $100 for multiple members from the same organization. Dues paid now are good through June 2025.