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