Palm Beach, Florida

October 22-28, 2023

Long the playground of the rich and famous, Palm Beach offers world-class dining, the internationally famous shops of Worth Avenue, performing arts, museums, and a pristine shoreline. Embrace the casual, sophistication of Palm Beach -- blend unexpected luxuries with the timeless elegance of the sea.


  • 7 days/6 nights: Ocean View double occupancy.
  • Upgrades to Ocean Front, Ocean Front Suites, and Club Level access - Limited availability
  • Package excludes the cost of conference fee
  • Hotel package costs are subject to change without notice
  • Please see Dossier for hotel cost, and conference fee prices


With the sweeping back drop of Florida’s gold coast and with the Atlantic as its playground, the Eau Palm Beach Resort & Spa invokes the relaxed glamour of America’s first resort destination. One of only two Forbes Five-Star and AAA Five-Diamond resorts in Palm Beach and eight in Florida, Eau Palm Beach Resort & Spa is where effortless living meets relaxed luxury.

Situated on a private beach on seven acres of oceanfront with lush tropical gardens, guests are welcomed with champagne, breathtaking ocean views and cooling tropical breezes. Indulge in the warm Florida sunshine, sumptuous accommodations designed by Jonathan Adler, and the award-winning Eau Spa.

Hotel Rating: AAA 5-Diamond


Suggested Activities for You and Your Family

  • Pamper yourself at Eau Spa
  • Shop at Worth Avenue
  • Lounge at the hotels' two pools
  • Take in an international polo match
  • Partake of the hotel's water sports

FLEXIBLE CANCELLATION POLICY - See Conference Dossiers for Details

Conference Schedule

Day Time
Oct 22 - Sun
Arrival Day
6:30 - 7:00pm

Hospitality Desk - Welcome to Palm Beach Orientation Meeting
Oct 23 - Mon


Current Federal Tax Developments – Individuals and Businesses
CPE Hours: 6 Group Live – Taxes*

Reception hosted by NTI
Oct 24 - Tue
Strategic Tax Planning for Closely Held Businesses and Owners
CPE Hours: 6 Group Live - Taxes*
Oct 25 - Wed
Day of leisure No meeting scheduled
Oct 26 - Thu
Asset Protection Strategies for Individuals and Business Owners
CPE Hours: 6 Group Live - Taxes*
Oct 27 - Fri
New Developments: Estate, Gift, Benefits and Retirement Planning- 2023
CPE Hours: 6 Group Live - Taxes*
Oct 28 - Sat
Recommended day of departure

*Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and will be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at the customer’s option.

Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study=16 CPEs for a total of 40 CPEs.


Group live CPE (4 days at 6 CPEs per day) 24 CPE hours
Self-study supplement* 16 CPE hours
Total CPEs 40 CPE hours
* Distributed either on-site or in a downloadable PDF format

For conference registration or information: 888-515-3674 Ext 1, fax to 888-552-9749, or email to register by credit or debit card (MC/VISA) or check.

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