Welcome to the Palm Beach Tax Institute (PBTI). 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.


2026 - 2027 Season Schedule

September 23, 2026
The House Kitchen & Bar
West Palm Beach, FL
Opening Reception & Season Kick-off 


October 22, 2026
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
Tax Controversy & Litigation
Richard Paladino w/Rogers & Paladino, P.A.
Emma Smith

November 19, 2026
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
Real Estate Tax Planning - Presented by BDO.

January 28, 2027
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
"International Estate Planning: What a Long, Strange Trip Its Been..."
Matthew Comiter w/Gunster, Juan Carlos Ferrucho w/Alvarez & Marsal,
and Katrina Radzko w/Alvarez & Marsal

February 17, 2027
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
2027 Heckerling Update
Christopher Weeg & Mark Brown
Comiter Singer

March 18, 2027
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
Washington Update: What's Ahead for Tax Planning
Jeff Shapiro
Tiber Creek Group

May 19, 2027
Il Bellagio Italian Restaurant
West Palm Beach, FL
Specific details to be announced soon.

 

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

Become a PBTI member today! Individual memberships are $300, with additional members from the same organization just $200 each. Join now and enjoy membership benefits through June 30, 2027.