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
"Subchapter J: What you need to know"
Paul S. Lee w/Northern Trust (tentative)

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.