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 2021 PBTI meetings:

Jan 27 ZOOM Networking Social - Cheers to 2021

Feb 17 Ron Aucutt, Bessemer Trust via Zoom Tax Developments of 2020

April 28 Joint Meeting w ECEPC- tbd In-person or Zoom
Lee Ford Tritt, Univ of FL Law School

May 19 Gregg Polsky, Univ GA Law School tbd In-person or Zoom
Partnership or Corporate Tax Topic

June         Past Presidents Dinner In-Person
Preparers Ethics & Trustee Tax Traps-Practical Pointers
From The Female PBTI Past Presidents

The PBTI Board is planning 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.

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 2021 PBTI meetings:

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.

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 2021 PBTI meetings:

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.