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.
September 26 Bill Sherman, Holland & Knight
International Tax Topic
October 17 Jerry Wolf, The Wolf Pension Group
Cash Balance Pension Plans
November 13 Jim Hogan, Andersen Tax
topic to be announced
Joint meeting with ECEPC
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