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Upcoming Events
Upcoming Meetings


Welcome to the Palm Beach Tax Institute. For over three decades, 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.

The 2020 PBTI meetings will be via Zoom:

Dec 1 Ramsay Slugg, US Trust Charitable Giving Update

The 2021 PBTI meetings will be live presentations:

Jan 27 Past Presidents Dinner
Preparers Ethics & Trustee Tax Traps-Practical Pointers
From The Female PBTI Past Presidents

Feb 17 Ron Aucutt, Bessemer Trust Tax Developments of 2020

April 28 Joint Meeting w ECEPC- tentative
Lee Ford Tritt, Univ of FL Law School

May 19 Gregg Polsky, Univ GA Law School
Partnership or Corporate Tax Topic

The PBTI Board is planning a Winter Social Event at Rybovich Marina
and a Spring Social Event at Drive Shack- stay tuned for details.

Join PBTI now at $150 for single members and $85 for multiple members from the same organization. 
Dues paid now are good through June 2021.

New meeting policy:  All Zoom meetings are free to members.  Guest may attend one Zoom meeting complimentary.

Telby Turner                           Tom Wagner
PBTI President              Immediate PBTI President