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Upcoming Events
Upcoming Meetings


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.

2023 - 2024 Season Schedule*

September 20, 2023
The National Croquet Center
Opening Reception Social Event

October 18, 2023
The Regional
"Income Tax & Philanthropy:
Current Trends, Opportunities & Pitfalls"
Christopher Pastor & Joanna Lardin w/Bessemer Trust

November 15, 2023
Location: Ruth's Chris Steak House
"Planning for the Sale of a Company"
Alvaro Araujo & Jared Stitz w/Alvarez & Marsal Tax

January 24, 2024
The National Croquet Center
"Creative Tax Partnership Planning"
Marty Cass, Jessica Casucci, Mary Dunay, Lori Myers & Paul Musante w/BDO

February 21, 2024
The National Croquet Center
"2024 Heckerling Update"

Mark Brown & Chris Weeg w/Comiter Singer Baseman & Braun

March 27, 2024
Location: Ruth's Chris Steak House
"Family Office & Tax Planning"
Danny Glassman w/Gunster

May 15, 2024
Location:Ruth's Chris Steak House
"Before you fly away…7 IRS hurdles to leap over!"
Stewart H. Lapayowker w/Lapayowker Jet Counsel


*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 2024.