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The SFTI Trustees would like to thank the companies below for their participation as a Sponsor at the 2010 Southern Federal Tax Institute.
Monday Breakfast sponsored by Nelson Mullins Riley & Scarborough LLP
Nelson Mullins offers the strength and resources of a national law firm with diverse attorneys and professional staff experienced in a broad range of issues. With a firm Southeastern base, Nelson Mullins has grown into a national firm with a strong reputation in meeting the complex litigation, corporate, securities, finance, employment, regulatory, and other needs for clients ranging from private individuals to large businesses, including many publicly held companies. For more information please visit www.nelsonmullins.com.
George S. Bailey, Esq.
Nelson Mullins Riley & Scarborough LLP
1320 Main Street, 17th Floor
Columbia, SC 29201
Phone: 803-255-9681
Fax: 803-256-7500
george.bailey@nelsonmullins.com
Monday Mid-day program sponsored by Chamberlain, Hrdlicka, White, Williams & Martin
Chamberlain Hrdlicka is a diversified business law firm with offices in Houston, Atlanta, and Philadelphia. The firm represents both public and private companies as well as individuals and family-owned businesses across the nation. In addition to tax controversy and tax planning, the firm practices in the areas of estate planning and administration, business litigation, corporate, securities, finance, international and immigration, intellectual property, employee benefits, energy, real estate, and construction law.
David D. Aughtry, Esq.
Chamberlain, Hrdlicka, White, Williams & Martin
191 Peachtree Street, N.E., 34th Floor
Atlanta, GA 30303-1747
Phone: 404-658-5486
Fax: 404-659-1852
david.aughtry@chamberlainlaw.com
Monday Cocktail Party sponsored by Bradley Arant Boult Cummings LLP; Dean Mead Egerton Bloodworth Capouano & Bozarth, P.A.; Hunton & Williams LLP; King & Spalding LLP; KPMG, LLP; Sutherland Asbill & Brennan LLP; Taft Stettinius & Hollister LLP; Warren & Sinkler, LLP
Tracing its roots to 1871, Bradley Arant Boult Cummings LLP is a client-driven law firm. With more than 360 attorneys, we are the largest law firm with a major presence in Alabama, one of the largest with a major presence in Tennessee, and one of the largest in the Southeast. We maintain seven offices strategically located in Alabama, Mississippi, North Carolina, Tennessee, and the District of Columbia. We serve clients in numerous industries including accounting, automotive, banking and finance, biotechnology, construction, education, emerging business, energy, equipment leasing, forest products, health care, insurance, manufacturing, materials and aggregate production, media and communications, mining, municipal and public finance, oil and gas, pharmaceuticals and medical devices, public utilities, real estate, retail, steel, technology, telecommunications, textiles, transportation, and venture capital.
Robert C. Walthall, Esq.
Bradley Arant Boult Cummings LLP
One Federal Place
1819 Fifth Avenue North
Birmingham, AL 35203-2104
Direct Dial 205-521-8308
Direct Fax 205-488-6308
rwalthall@bradleyarant.com
www.bradleyarant.com
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Dean Mead was founded in 1980 as a business law firm with a heavy emphasis on tax law. In addition to tax, the firm´s practice includes corporate, LLC and partnership law; commercial real estate; litigation; employee benefits; health law; life sciences; agribusiness law and estate and succession planning for business owners and principals. Eighteen of the firm´s attorneys practice in the areas of tax law and estate planning, many of whom have been recognized as experts in their field by The Florida Bar Board of Legal Specialization, Best Lawyers in America, Chambers USA and Florida Trend´s Legal Elite. The firm maintains offices in Orlando, Fort Pierce and Viera. For more information, please visit www.deanmead.com.
Charles H. Egerton, Esq.
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
800 North Magnolia Avenue, Suite 1500
Orlando, Florida 32803
Phone: 407-841-1200
Fax: 407-423-1831
Email: cegerton@deanmead.com
Internet: www.deanmead.com
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Since 1901, Hunton & Williams LLP has provided a broad array of services to its public, private, taxable and tax-exempt clients. The firm has more than 900 lawyers serving clients in 100 countries from 18 offices around the world, with a significant concentration in the Southeast. Our experience extends to more than 100 practice areas, including tax and ERISA, bankruptcy and creditors rights, commercial litigation, corporate and securities law, environmental, intellectual property, government relations, products liability, and privacy and information management www.hunton.com.
Mark S. Dray
Partner
Tax & ERISA Practice
Phone: 804-788-8408
Fax: 804-343-4515
mdray@hunton.com
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Celebrating 125 years of service, King & Spalding is an international law firm with more than 800 lawyers in Abu Dhabi, Atlanta, Austin, Charlotte, Dubai, Frankfurt, Houston, London, New York, Paris, Riyadh (affiliated office), San Francisco, Silicon Valley and Washington, D.C. The firm represents half of the Fortune 100 and, according to a Corporate Counsel survey in August 2009, ranks fifth in its total number of representations of those companies. For additional information, visit www.kslaw.com.
James Hicks
King & Spalding
1180 Peachtree Street, NE
Atlanta, GA 30309
Phone: 404-572-5052
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KPMG´s tax professionals understand the changing tax environment. That is why the tax professionals of KPMG LLP and the member firms of KPMG International focus on turning knowledge into value for our clients. This begins by thinking beyond the present by anticipating the potential long- and short-term consequences of an action. In addition, our collaborative, global-network approach helps clients implement decisions that can deliver real value to their businesses. Today and in the future.
F. David Leiter, Jr.
Southeast Business Unit Partner in Charge - Tax
KPMG, LLP
303 Peachtree Street, N.E.
Suite 2000
Atlanta, GA 30308-3210
Phone: 404-222-7377
Fax: 404-601-4937
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Sutherland is a law firm with global reach known for solving challenging business problems and resolving unique legal issues for many of the world´s largest companies. Founded in 1924, the firm has grown to approximately 500 lawyers. Seven major practice areas - corporate, energy and environmental, financial services, intellectual property, litigation, real estate and tax - provide the framework for our attorneys to serve a diverse client base, including a substantial number of the Fortune 500.
Reginald J. Clark
Sutherland Asbill & Brennan LLP
999 Peachtree Street, N.E.
Atlanta, GA 30309
Phone: 404-853-8032
reggie.clark@sablaw.com
www.sutherland.com
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At Taft Stettinius & Hollister LLP, delivering outstanding legal performance to help clients succeed, drives and motivates our more than 300 attorneys and legal professionals. Taft has offices in Ohio, Indiana, Kentucky, Arizona, and China and practices in virtually every area of law. With a proven track record of experience since 1885, Taft is proud to celebrate its 125 anniversary this year. The firm offers breadth and depth of legal expertise to help our clients, big and small, regionally, nationally and internationally, reach their goals.
Michael A. Laing
Taft Stettinius & Hollister LLP
425 Walnut Street, Suite 1800
Cincinnati, Ohio 45202-3957
Phone:: 513-381-2838 • Fax: 513-381-0205
Direct: 513-357-9385
www.taftlaw.com
laing@taftlaw.com
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Warren & Sinkler, LLP is a business law firm located in Charleston, SC.
Scott Y. Barnes
Warren & Sinkler, L.L.P.
171 Church Street, Suite 340
Charleston, SC 29401
843-577-0660 (Office)
843-577-6843 (Fax)
sbarnes@warren-sinkler.com
Tuesday Breakfast and Morning Break sponsored by Dixon Hughes PLLC
As the largest CPA firm based in the Southeast, Dixon Hughes PLLC combines the resources of a top 20 US accounting firm with the responsiveness that a personal relationship delivers. With a staff of over 1200 people, Dixon Hughes provides a wide array of assurance, tax and advisory services to clients of all sizes. Middle-market and large-scale clients choose Dixon Hughes for its deep resources, clear judgment and business insights. For more information, visit www.dixon-hughes.com.
Joyce Waterbury, CPA
Dixon Hughes PLLC
1829 Eastchester Road
High Point, NC 27265
(919) 301-6715
Wednesday Breakfast sponsored by Bennett Thrasher PC
Bennett Thrasher is one of the largest Atlanta-based full-service certified public accounting and consulting firms. We create significant value and a unique positive experience through collaboration with and between clients, shareholders, associates and the community. Founded in 1980 by Rick Bennett and Ken Thrasher, today Bennett Thrasher has a dedicated, experienced team of twenty shareholders and more than 125 professionals serving our clients in:
Tax • Financial Reporting & Assurance
Valuation • Litigation • Client Accounting Services
International • Personal Financial Services • State & Local Tax
Dispute Resolution & Forensics • Transfer Pricing
BT Wealth Management, Investment Advisors
Ken Thrasher
Co-Founding and Managing Shareholder
Bennett Thrasher PC
3625 Cumberland Blvd., Suite 1000
Atlanta, GA 30339
Phone: 770-396-2200
www.btcpa.net
Wednesday Mid-day program sponsored by Fidelity Charitable Services® and McGuireWoods LLP
Fidelity Charitable Services®(FCS) is a leader in providing charitable solutions for individuals, advisors, and companies, helping them reach their philanthropic goals.
FCS encourages philanthropy through a Giving Account® a donor-advised fund program with the Fidelity® Charitable Gift Fund an independent public charity. A Giving Account allows donors to combine the most favorable tax benefits with the flexibility to support charities virtually any time.
For more information visit www.FidelityCharitableServices.com.
Jeffrey W. Keane
Fidelity Charitable Services®
Vice President
Charitable Planning Consultant
Office: 770-657-1215
Cell: 770-658-9128
Five Concourse Pkwy
Suite 850
Atlanta, GA 30328
www.FidelityCharitableServices.com
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The McGuireWoods Nonprofit and Tax-Exempt Organizations Group is dedicated to and focused exclusively on the special legal needs of a broad range of nonprofits, tax-exempt and charitable organizations such as universities, schools and other educational institutions, hospitals and health care organizations, medical research organizations, museums, trade associations, churches and religious institutions, political organizations, family foundations, corporate foundations, and community foundations. The lawyers in our Nonprofit and Tax-Exempt Organizations Group provide comprehensive counsel and a full array of legal services in all aspects of the following areas as they relate to nonprofits: (i) Higher Education; (ii) Executive Compensation; (iii) Employee Benefit Plans; (iv) Public Finance; (v) Labor and Employment; (vi) Intellectual Property; (vii) Technology; (viii) Healthcare; and (ix) Nonprofit and Charitable Advisory Services
Dennis I. Belcher, Partner
McGuireWoods LLP
One James Center
901 East Cary Street
Richmond, Virginia 23219-4030
T: 804-775-4304
F: 804-698-2012
dbelcher@mcguirewoods.com
Wednesday Afternoon Break sponsored by CFS Consulting, Inc.
CFS Consulting, Inc. specializes in the analysis, design and implementation of executive, outside board and sales compensation programs involving both private and publicly-traded organizations. Based on Boston´s North Shore, the firm has been serving clients in a wide range of industries for over 16 years. In an extremely competitive business environment, CFS emphasizes hands-on work performed by a team of highly skilled senior level professionals who design and deliver all aspects of the client´s solution in a creative and cost-efficient manner.
Charles F. Schultz, CFP
Principal
CFS Consulting, Inc.
19 Pequot Road
Marblehead, MA 01945
Thursday Breakfast sponsored by Brown Brothers Harriman Trust Company, N.A.
Brown Brothers Harriman & Co. (BBH) is the country’s oldest and largest private bank, managing over $46 Billion worth of investments currently for families and institutions around the world. Founded in 1818, the firm continues as a partnership and is currently owned and managed by thirty-eight general partners. The firm offers comprehensive wealth management services to affluent families and their related entities. The firm offers a full range of localized fiduciary services via Brown Brothers Harriman Trust Company, N.A. and Brown Brothers Harriman Trust Company of Delaware, NA.
Brett D. Sovine, CPA, LLM
Managing Director
brett.sovine@bbh.com
Brown Brothers Harriman & Co.
227 West Trade Street
Suite 2100
Charlotte, NC 28202
(704) 370-0500
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Charles O. Izard
General Partner
charles.izard@bbh.com
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Thursday Morning Break sponsored by Enterprise Value Consulting, LLC
Enterprise Value Consulting, LLC (EVC), is a full service valuation firm offering comprehensive business valuation solutions and related services. Our professionals have the expertise and credentials to solve the most complex valuation issues and to provide expert witness testimony as well as other advisory services.
EVC specializes in closely held business valuations for tax planning, ESOP and equitable distribution, as well as litigation support services, economic damage calculations, purchase price allocations and goodwill impairment.
Bill Dale, Member
704-535-4590
Email: bill_dale@evcllc.com
Thursday Mid-day program sponsored by Wilmington Trust
Wilmington Trust, established in Delaware over one hundred years ago by members of the du Pont family, offers exemplary wealth management services to clients throughout the United States and the world. Today, at the Atlanta office of Wilmington Trust, we continue to help families, foundations and endowments reach their goals with a variety of customized wealth advisory strategies. In addition, we offer full fiduciary services that take advantage of Delaware´s exceptional trust and tax legislation.
Donna G. Barwick J.D., CFP®
Senior Fiduciary Officer
Southeast Region
Wilmington Trust FSB Georgia
Terminus, 27th Floor
3280 Peachtree Street, NE
Atlanta, Georgia 30305
Tel: 404-760-2104
Fax: 404-760-2101
dbarwick@wilmingtontrust.com
Thursday Afternoon Break sponsored by Trusts & Estates Magazine
Trusts & Estates is the wealth management journal for advisors to high-net-worth individuals and families. Our suite of complementary online services provides industry professionals with targeted information whenever and wherever they’re looking for it. Published since 1904, it was conceived by professionals who wanted to air their views, share best techniques, and promote understanding of government policy and legal decisions. Today, we publish peer-reviewed articles written by and for the top advisors in the wealth management industry.
Nicola Farman
Trusts & Estates
249 West 17th Street, 3rd Floor
New York, NY 10011
Phone: 212-204-4314
Nicola.farman@penton.com
Major sponsorship and Thursday Evening Cocktail Party sponsored by Management Planning, Inc.
MPI is a full service valuation firm serving both private and public companies, specializing in the appraisal of business interests since 1939. Our valuation services can be broadly categorized into Corporate, Financial Reporting, Investment Banking, Litigation Support and Tax-Based applications. Our valuation practice is national in scope, with clients in every state. To support this effort, MPI has offices in Princeton, New York City, Boston, Hartford, Chicago, Cleveland, Orlando and Atlanta.
Troy D. Ingham
Managing Director
3400 Peachtree Road NE, Suite 1015
Atlanta, GA 30326
Phone: 678-954-1120
Fax: 678-954-1121
tingham@mpival.com
Stephanie Brigandi
sbrigandi@mpival.com
Phone: 609-955-5751
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Joseph A. Gitto, Jr.
Vice President
5401 S. Kirkman Road, Suite 310
Orlando, FL 32819
Phone: 407-599-0060
Fax: 407-641-8778
jgitto@mpival.com
Main Office
Phone: 609-924-4200
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Friday Breakfast sponsored by Lattimore Black Morgan & Cain, PC
Lattimore Black Morgan & Cain, PC is among the largest CPA firms in the Southeast with offices in Nashville, Knoxville and Chattanooga. LBMC works with a wide range of industries and size companies varying from start-up to large publicly traded companies. LBMC has a robust tax division with expertise and resources in tax strategy and compliance, state and local tax services, wealth management, gifting and estate strategies – as well as other traditional accounting, human resources and technology services. For more information, visit www.lbmc.com.
Jeff Drummonds, CPA
Lattimore Black Morgan & Cain, PC
Partner of Tax Services
Tel: 615.309.2224
jdrummonds@lbmc.com
Friday Mid-day program sponsored by Barry, Evans, Josephs & Snipes and Moore & Van Allen PLLC
Barry, Evans, Josephs & Snipes (BEJS) is a national boutique insurance and executive benefits firm with over $3.3 billion of life insurance coverage under management. Since 1984, BEJS has served the Southeast region in two primary ways:
- Insurance-related wealth transfer planning for high net worth clients
- Funding & administration of non-qualified executive benefits and corporate continuity planning for businesses
Clients choose and retain BEJS, an M Financial Member firm, because of access to wholesale pricing, plan review & product monitoring services, and a reinsurance platform that provides more effective client advocacy.
John Barry, President & CEO
Gerald Applefield, Vice President
Clint Crocker, Vice President
Barry, Evans, Josephs & Snipes
1100 Kenilworth Avenue, Suite 110
Charlotte, NC 28204
Tel: 704-333-0508
Fax: 704-333-0510
John.barry@bejs.com
www.bejs.com
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Moore & Van Allen is one of the largest law firms in the Southeast with over 300 attorneys and offices in Charlotte and Research Triangle, North Carolina and Charleston, South Carolina. By striving for excellence, Moore & Van Allen´s Taxation and Wealth Transfer Planning team works to minimize tax impact on corporations, closely held businesses and high net-worth individuals by bringing knowledge and experience and creating value for our clients in mergers and acquisitions, trusts and estates, including life insurance planning, charitable planning, and international tax planning, real estate transactions, and in federal, state and international tax controversies.
Neill G. McBryde
Moore & Van Allen, PLLC
100 North Tryon Street, Suite 4700
Charlotte, NC 28202
Phone: 704-331-3770
Fax: 704-378-2094
neillmcbryde@mvalaw.com
Wi-Fi sponsored by Bass, Berry & Sims
Bass, Berry & Sims is a law firm of more than 200 attorneys with offices in Nashville, Memphis and Knoxville. The firm´s tax attorneys serve businesses of all sizes, as well as individuals, and provide comprehensive counseling regarding all aspects of local, state and federal taxation, estate planning, employee benefits and ERISA. In addition, the firm has been involved in some of the largest and most significant business transactions and litigation matters in the country. For more information, visit www.bassberry.com.
James C. Gooch
Partner, Tax Practice Area
Bass, Berry & Sims PLC
150 Third Avenue South, Suite 2800
Nashville, TN 37201
Phone: 615-742-6247
Fax: 615-742-2747
jgooch@bassberry.com
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