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The SFTI Trustees would like to thank the firms below for their participation as a Sponsor at the 2011 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: 803-255-5598
george.bailey@nelsonmullins.com
Monday Morning Break 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
Partner of Tax Services
Phone: 615.309.2224 or via email jdrummonds@lbmc.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, Philadelphia, Denver, and San Antonio. 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 afternoon break sponsored by King & Spalding
Celebrating 125 years of service, King & Spalding is an international law firm with more than 800 lawyers in offices across the United States, Europe, the Middle East and Asia. The firm represents half of the Fortune 100 and, according to a Corporate Counsel survey, ranks fifth in its total number of representations of those companies.
For additional information, visit www.kslaw.com.
Tuesday Morning Break sponsored by Dixon Hughes Goodman LLP.
As the largest CPA firm based in the Southern U.S., Dixon Hughes Goodman LLP combines the comprehensive resources of a top 15 U.S. accounting firm with the responsiveness that a personal relationship delivers. With more than 1700 people throughout 11 states and the District of Columbia, Dixon Hughes Goodman provides a wide array of assurance, tax and advisory services to clients of all sizes. For more information, visit www.dhgllp.com.
Joyce Waterbury | Partner
Dixon Hughes Goodman LLP
Phone: 919-301-6715
Fax: 919-301-6795
1831 Eastchester Drive
High Point, NC 27265
dhgllp.com
Tuesday Mid-day Program sponsored by CCH, a Wolters Kluwer business.
CCH, a Wolters Kluwer business is a leading provider of software and information services for tax, accounting and audit professionals with operations in the United States, Europe, Asia Pacific and Canada. CCH produces hundreds of comprehensive, integrated solutions supporting the workflow and enhancing the productivity and accuracy of professionals who must understand and apply federal, state and international law. CCH products include ProSystem fx® Office, IntelliConnect® and CCH Accounting Research Manager®.
David Bergstein CPA, CITP
CCH, a Wolters Kluwer business
david.bergstein@wolterskluwer.com
Tuesday Afternoon Break sponsored by Sutherland Asbill Brennan LLP and Warren & Sinkler, LLP.
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
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
Phone: 843-577-0660
Fax: 543-577-6843
sbarnes@warren-sinkler.com
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 21 shareholders and 150 associates. The firm´s priorities are to build trust through insight and involvement. We are "Better Together".
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 American Endowment Foundation and McGuireWoods Nonprofit and Tax-Exempt Organizations Group
American Endowment Foundation (AEF)is a 501(c)(3) public charity serving a national constituency. AEF´s sole business is Donor Advised Fund administration, including compliance monitoring, state and federal filings, charity review, and grant disbursements – all in accordance with IRS guidelines. AEF is not affiliated with financial institutions, accrues no benefit from brokerage services, commissions, finder fees, or product sales, and does not sell financial products or service.
Laura J. Malone
Director of Gift Planning
American Endowment Foundation
lauramalone@aefonlie.org
877-599-8903
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, hospital and health care organizations, medical research organizations, museums, trade associations, churches and religious institutions, political organizations, family foundations, corporate foundations, and community foundations.
Dennis I. Belcher, Esq.
McGuireWoods LLP
One James Center
901 East Cary St.
Richmond, VA 23219
804-775-4304
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 20 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
781-639-1966
cfsconsulting@verizon.net
www.cfschultz.com
Wednesday Speakers Dinner 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.
227 West Trade Street, Suite 2100
Charlotte, NC 28202
Phone: 704-370-0500
Thursday Breakfast sponsored by Barry, Evans, Josephs & Snipes
Barry, Evans, Josephs & Snipes (BEJS) is a second generation financial services firm with over $4 billion of life insurance under management and nearly 30 years of successful history serving the estate planning, wealth transfer, executive compensation and insurance needs of affluent clients and their businesses. BEJS creates, implements and manages insurance-related strategies that enable families and their businesses to enhance, protect, and transfer income and wealth.
BEJS offers the competitive advantages of its association with M Financial Group, works closely and collaboratively with clients’ key advisors, and invests heavily in its service platform to provide a differentiated client experience.
John Barry, President & CEO
Gerald Applefield, VP
Clint Crocker, VP
Ernest Barry, Jr.
Ted Snipes
Barry, Evans, Josephs & Snipes
1100 Kenilworth Avenue, Suite 110
Charlotte, NC 28204
Phone: 704-333-0508
Fax: 704-333-0510
John.Barry@bejs.com
www.bejs.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
Phone: 404-760-2104
Fax: 404-760-2101
dbarwick@wilmingtontrust.com
Thursday VIP Lunch sponsored by The Morehead Group
Since 1941, professionals with The Morehead Group have provided strategic life insurance solutions to affluent individuals and families. The firm collaborates with the client´s team of planning professionals to design, implement and administer comprehensive life insurance plans. The firm’s proprietary processes provide comprehensive plans, collaborative focus and confidence to our clients. The Morehead Group is a member firm of Partners Financial (NYSE: NFP), a national organization of select life insurance professionals.
Kenneth R. Samuelson
The Morehead Group
521 East Morehead Street, Suite 150
Charlotte, NC 28202
Phone: 704-334-2700 ext 302
ksamuelson@moreheadgroup.com
www.moreheadgroup.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.
Rich Santos
Phone: 212-204-4227
rich.santos@penton.com
Thursday Evening Cocktail Party sponsored by MPI
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, Orlando and Atlanta.
MPI Contacts: (and the main number, in case you have trouble reaching someone directly)
Friday Breakfast sponsored by BCG Valuations
BCG Valuations specializes in valuing business interests for many purposes, including estate, gift, and income taxation; purchase and sale of minority and controlling interests; preferred recapitalizations; litigation involving business and securities valuation issues; and general corporate and shareholder planning. Our valuations are prepared primarily to help business owners and their advisors with gift and estate tax and succession issues, although our values are used in many other contexts as well. BCG Valuations helps closely owned businesses stay closely owned.
James W. Brockardt
BCG Valuations
65 South Main Street, Suite B200
P.O. Box 846
Pennington, NJ 08534
Phone: 609-737-9600, Ext. 142
Fax: 609-935-0574
jwbrockardt@bcgvaluations.com
www.bcgvaluations.com
Friday Morning Break sponsored by Moore & Van Allen PLLC.
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, Closely Held Business Planning and Wealth Transfer Planning teams work 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, and estate administration 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
Friday Mid-day Program sponsored by UBS Private Wealth Management.
Based in Basel and Zurich, Switzerland UBS is one of the largest wealth management firms in the world. With a presence in more than 50 countries our clients gain access to tailored solutions from analysts throughout the world. The Private Wealth Management arm of UBS was formed to manage and grow the ultra high net worth (UHNW) business at UBS, serving individuals and families through a consistent and proactive approach that leverages the full range of UBS businesses and resources worldwide. Our team represents a limited number of families, endowments and corporations focusing on portfolio management, asset allocation, risk management/budgeting and alternative investment selection.
Justin P. Ryan
Senior Portfolio Manager
UBS Private Wealth Management
3280 Peachtree Road, 21st Floor
Atlanta, GA 30305
Direct: 404-479-5984
Fax: 877-630-6173
j.ryan@ubs.com
jryan63@bloomberg.net
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
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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