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 Social Event

October 22, 2025
Okeechobee Steakhouse Prime Event Hall
More details to follow shortly.

November 19, 2025
Okeechobee Steakhouse Prime Event Hall
More details to follow shortly.

January 28, 2026
Okeechobee Steakhouse Prime Event Hall
More details to follow shortly.

February 18, 2026
Okeechobee Steakhouse Prime Event Hall
"2026 Heckerling Update"
Representatives from Comiter Singer 

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

May 13, 2026
Okeechobee Steakhouse Prime Event Hall
"Pre-Transaction Planning"
Benetta Park w/Bessemer Trust

 

*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.