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.
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