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 2019-2020 schedule:
September 19 Wayfair Planning
October 17 State Income Taxation of Trusts
November 19 Joint Meeting with East Coast Estate Planning Council
Opportunity Zone Funds
January 22 Past Presidents' Meeting
February 20 International Tax
April 22 Estate Planning
May 21 Partnership/Corporate Tax
Join PBTI now at $150 for single members and $85 for multiple members from the same organization.
Dues paid now are good through June 2020.
Tom Wagner Rani Newman Mathura
PBTI President Immediate PBTI President