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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.


2018-19 MEETINGS



November 13 Jim Hogan, Andersen Tax
topic to be announced
Joint meeting with ECEPC
Sponsor Coral Gables Trust

January 30 Alan Baseman & Keith Braun- Comiter, Singer, Baseman & Braun
Pass thru Income- Sub Chapter J
Past Presidents' Event

February 20 Stephanie Loomis Price, Winstead PC
Defined Benefit Transactions

April 17 Steve Gorin, Thompson Coburn
Sub Chapter S- Shareholder Agreements

May 15 Gregg Polsky, Univ. of Georgia Law School
Venture Capital Choice of Entity

All meetings will be at Ruth's Chris Steakhouse CityPlace WPB.
Cocktails and networking 6:00 pm
Dinner and presentations 7:00 pm
$65 for members $75 for guests

Join PBTI now at $150 for single members and $85 for multiple members from the same organization. 
Dues paid now are good through June 2019.


Rani Newman Mathura            Daniel Glassman
PBTI President              Immediate PBTI President    
 


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