The Board of Directors of the Palm Beach Tax Institute




The Palm Beach Tax Institute has announced its 2021-2022 board of directors.

Justice W. Chamlee of the Andersen Cabinet is the chairman of the organization’s board of directors.

The other officers are: Laura Clark, President-elect of Caler, Donten, Levine, Cohen, Porter & Veil; Paul Musante, secretary of BDO; Matt Scheer, Treasurer, of Gunster; Telby Turner, Past President of RBC Wealth Management.

Members in general include past presidents, Alan Baseman, Comiter, Singer, Baseman & Braun; Richard Flah, Flah & Company; Andrew Huber, American Trust; Sasha Klein, Ward Damon; Rani Mathura, Wiggin and Dana; and Tom Wagner, Wagner Consulting Aviation & Tax. Also serving on the 2021-2022 Board of Directors as Individual Members include Nathan Flah, Flah & Company; Anthony Giacalone, HBK CPA; Mac Lowry, Jones Lowry; and Benjamin Sloan, Bessemer Trust.

The Palm Beach Tax Institute has served Palm Beach County tax planning professionals for over 30 years.



For more than three decades, the Palm Beach Tax Institute (PBTI) has provided its members with continuing education, in-depth technical presentations, and a networking forum. To learn more about PBTI and / or how to become a member, visit, email [email protected] or call Michele Gurto, CPA, at 561-329-3499.

Dobbs Joins HomeSafe Board of Directors

The board of directors of Home-Safe, a non-profit organization whose mission is to help victims of child abuse and domestic violence in South Florida, recently elected Hillary Dobbs to the board of administration. Ms. Dobbs is an associate private banker and assistant vice president of the Malvern Federal Savings Bank on Worth Avenue in Palm Beach.

HomeSafe is a nationally accredited non-profit organization that protects the most vulnerable residents of Palm Beach County and South Florida, victims of child abuse and domestic violence. Through its results-based approach, the organization is the leading provider of prevention and intervention services, serving more than 14,500 infants, children, young adults and families each year. HomeSafe is one of five specialty residential therapy homes in the state of Florida – the only one in Southeast Florida – and currently cares for 50% of all children these organizations serve.



“HomeSafe welcomes Hillary Dobbs to the board,” said Matt Ladika, CEO of HomeSafe, in a statement. “His professional background in private banking will be an exceptional asset to our fundraising efforts and the overall success of HomeSafe. “

Ms. Dobbs received a Bachelor of Arts in Public Administration from Harvard University in 2010. At Malvern Federal Savings Bank, she is responsible for a wide range of private banking, personalized wealth management and advisory services, including trust, investment management and brokerage services, for high net worth individuals and families, foundations and endowments.

For more information on HomeSafe or to donate, visit or call 561-383-9800.

Woodward Middleton joins the ballet council

Woodward Middleton has joined the Palm Beach Ballet Board of Directors.

Mr. Middleton is Managing Director and Market Executive for the Bank of America Private Bank.

Prior to joining Bank of America Private Bank (formerly US Trust) in 2010, he was a senior banker at JP Morgan Private Bank in Florida and previously a private client advisor for US Trust in South Carolina.

Mr. Middleton served eight years in the United States Marine Corps Reserves, with active service in the Persian Gulf War, Operation Desert Storm in 1991, and received the Lt. Col. Leadership Award of the Claude Baldwin Marine Corps.

Mr. Middleton currently serves on the Boards of Directors of the Boys and Girls Club of Palm Beach County and the City of Palm Beach United Way. He is a former member of the Max Planck Foundation Planned Giving Council and the East Coast Estate Planning Council. He is a former board member of the Boy Scouts of America, Gulf Stream Council. Mr. Middleton and his wife, Michelle, reside in Palm Beach Gardens and practice fishing, hunting and surfing.

For more information about the company or its school, Ballet Palm Beach Academy, or to support BPB’s outreach, call 561-630-8235 or visit ??



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