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

Do's, Dont's and Maybe's in IRS Audit Cases
Richard Paladino w/Rogers & Paladino, P.A.
Emma Smith w/Comiter Singer

November 19, 2026
Okeechobee Steakhouse Prime Event Hall
West Palm Beach, FL
The Real Deal - Tax Planning Strategies for Real Estate
Marty Cass, Heather Carestia, Lori Myers, and Jordan Kovacs
All with 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.