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.


2025 - 2026 Season Schedule

September 25, 2025
Okeechobee Steakhouse Prime Event Hall
Opening Reception & Season Kick-off 

October 22, 2025
Okeechobee Steakhouse Prime Event Hall
Jeffrey Shapiro w/Tiber Creek Group
"Current Tax Trends and Political Drivers"

November 19, 2025
Okeechobee Steakhouse Prime Event Hall
George Teixeira w/Anchin
"Smart Moves for Year End Tax Planning"

January 28, 2026
Okeechobee Steakhouse Prime Event Hall
Vince Thomas w/Young Conaway
"Charitable Giving and Taxes: Strategies for Smart Philanthropy"

February 18, 2026
Okeechobee Steakhouse Prime Event Hall
Mark Brown & Christopher Weeg w/Comiter Singer
"2026 Heckerling Update"

March 25, 2026
Okeechobee Steakhouse Prime Event Hall
More details to follow shortly.

May 13, 2026
Okeechobee Steakhouse Prime Event Hall
Benetta Park w/Bessemer Trust
"Pre-Transaction Planning: Strategies for a Successful Deal"

 

*Please note, all events start at 5:30 PM.

Join PBTI now at $250 for single members and $150 for multiple members from the same organization. Dues paid now are good through June 2026.