The Greater Miami Tax Institute

About Us

The Greater Miami Tax Institute (GMTI) is a non-profit organization dedicated to providing a forum for tax and wealth planning professionals in the Miami area. Established in 1961, GMTI boasts a membership comprised of some of the most respected tax attorneys, accountants, family office professionals, bankers, insurance professionals, and wealth planners in the country.

Evolve Your Expertise, Expand Your Network.

Engage in stimulating discussions

Expand your knowledge:

Gain insights into the latest tax and wealth planning topics through informative presentations led by industry experts.

Expand your knowledge

Engage in stimulating discussions:

Delve deeper into complex tax matters and wealth planning strategies through lively and thought-provoking conversations with your peers.

Build valuable connections

Build valuable connections:

Network with a distinguished group of professionals, fostering collaboration and strengthening relationships within the tax and wealth planning community.

More Than Just Meetings

GMTI goes beyond simply hosting informative dinners. We create an atmosphere that encourages intellectual exchange and camaraderie among our members. Whether you're a seasoned professional or just starting your career, GMTI offers a platform to connect with like-minded individuals who share your passion for tax and wealth planning.

GMTI Leadership

Megan D. Ferris
2024 PRESIDENT / DIRECTOR
Attorney at Day Pitney LLP

Elysa R. Merlin
VICE PRESIDENT / DIRECTOR
Partner at Perlow Kornik Dorot & Bensimon PLLC

Stephen McCloskey
DIRECTOR/ 2024 PRESIDENT
Attorney at Aballí Milne Kalil, P.A.

Stephen McCloskey - 2024 President of the Greater Miami Tax Institute