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Exhibitors

The SFTI Trustees would like to thank the companies below for their participation as an Exhibitor at the 2011 Southern Federal Tax Institute.

Adams Capital, Inc. is a leading provider of strategic valuation and financial advisory services. We design custom financial solutions focused on achieving maximum after tax profits and wealth for businesses and individuals. Our extensive industry experience includes agribusiness, automotive, banking, distribution, entertainment, healthcare, high technology, insurance, manufacturing, real estate, retail, textiles, telecommunications, and utilities. Our professionals’ background in finance, accounting, engineering, taxation, and law provide a solid basis for delivering opinions on a diverse array of valuation projects.

David P. Adams III
Adams Capital, Inc.
600 Galleria Parkway, Suite 1850
Atlanta, GA 30339
Tel: 770-432-0308
Fax: 770-432-4148
david@adamscapital.com
www.adamscapital.com


The AICPA´s Personal Financial Planning Division is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and their closely held businesses.

For more information, visit aicpa.org/PFP.


alliantgroup is the nation´s premier provider of specialty tax services that works with CPAs and their clients to ensure they receive the full benefits of all available federal and state government sponsored incentive programs, such as the Research and Development Tax Credit, export tax incentives, manufacturing tax incentives, energy tax incentives, enterprise zone incentives, state and local tax incentives, captive insurance companies and a dedicated tax controversy services team.

Estefania Quesnel, Director
alliantgroup, LP
5400 Westheimer Court, Suite 700
Houston, TX 77056
Phone: 713-877-9600
Mobile: 210-324-9404
Fax: 713.877.9657
E-mail: Estefania.Quesnel@alliantgroup.com


Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. As a financial advisor and discretionary money manager, we are bound by fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their financial goals across market cycles.

Chris J. Rezek
Bernstein Global Wealth Management
3475 Piedmont Road, N.E.
Suite 1900
Atlanta, GA 30305
Chris.rezek@bernstein.com


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
Charles O. Izard
General Partner
charles.izard@bbh.com


227 West Trade Street
Suite 2100
Charlotte, NC 28202
704-370-0500


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


Christiana Trust is a Division of WSFS Bank and a wholly owned subsidiary of WSFS Financial Corporation, founded in 1832 (Nasdaq WSFS). Christiana provides a wide range of trust, directed trust, asset management and agency services in Delaware and Nevada. Christiana’s mission is to provide a high level of personal service, responsive and flexible decision making by a knowledgeable team of professionals whose objective is to facilitate and implement each client’s transaction efficiently and effectively.

Christiana Trust
3801 Kennett Pike Suite C200
Greenville, DE 19807
Amy S. Brown
Phone: 302-888-7740
amy.brown@christianatrust.com
www.christianatrust.com


Commonwealth Trust Company Celebrating 80 Years Delaware’s independent, privately-held boutique trust Company partnering with your existing advisors to provide sophisticated, professional trust administration solutions.

Cynthia D. M. Brown, JD, TEP, President
Commonwealth Trust Company
29 Bancroft Mills Road, 2nd Floor
Wilmington, DE 19806
Phone: 302-658-7214
Fax: 302-658-7219
cbrown@comtrst.com
www.comtrst.com


KBKG is a specialty tax firm that works directly with CPAs and their clients to provide solutions to specialty tax needs that bring added value to their clients. Our engineers and tax experts have performed thousands of tax projects resulting in hundreds of millions of dollars in benefits. Our services include: R & D Tax Credits, Cost Segregation, Green Building Tax Incentives, Employment Tax Credits, Property Tax Review and more.

Becky A. Scism
Director, Business Development
KBKG
790 E. Colorado Blvd.
Suite 600
Pasadena, CA 91101
877-525-4462 x504
www.kbkg.com


Our mission is to dramatically accelerate the efficient production of complex legal documents and thereby increase the profitability of our clients.

Lawgic combines an intuitive question-and-answer process with relevant legal research, strategic analysis and dynamic text to guide professionals systematically through the creation of comprehensive, fully customized, complex legal documents. Lawgic's titles are supported by case law, treatises and statutes contained in the Resources section of each product. All products are highly state specific, both as to the content and the reference material. As the law changes the software is regularly updated by renowned practitioners from each state, helping professionals keep their documents legally current.

Allison Grewell Carbonneau
Executive Director, Marketing and Business Development
Lawgic, LLC
4745 Sutton Park Court, Suite 404 / Jacksonville, FL 32224
877-252-9442
acarbonneau@lawgic.com
www.lawgic.com


Mercer Capital is an employee-owned business valuation and financial advisory firm serving a global client base of public and private companies. Services provided include valuation for gift & estate tax purposes, corporate valuation, litigation support, ESOP valuation, financial reporting valuation, and transaction advisory consulting.

Matthew Washburn
Senior Marketing Analyst
MERCER CAPITAL
Clark Tower
5100 Poplar Avenue, Suite 2600
Memphis, TN 38137
Phone: 901-685-2120
Fax: 901-685-2199
www.mercercapital.com



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)

Name Phone Email
Troy Ingham 678-954-1120 tingham@mpival.com
Joe Gitto 407-599-0060 jgitto@mpival.com
Mark Lingerfield 609-955-5738 mlingerfield@mpival.com
Main Office 609-924-4200  



Reliance Trust is an Atlanta-based, diversified financial services firm offering retirement plan, fiduciary, outsourcing, wealth management, investment and personal trust services to companies, financial intermediaries and individuals. Reliance Trust is a subsidiary of Reliance Financial Corporation and is one of the largest independent trust companies in the country with more than $73 billion in assets under management and administration.

Jillian M. Siress, Vice-President
Personal Trust Sales
Reliance Trust Company
1100 Abernathy Road
500 Northpark, Suite 400
Atlanta, GA 30328
Phone: 404-965-7208
Fax: 678-274-1878
jsiress@relico.com
www.reliance-trust.com


South Dakota Trust Company LLC (SDTC) is a national boutique trust company founded by Al W. King III and Pierce H. McDowell III. SDTC is headquartered in Sioux Falls, South Dakota. SDTC's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing "flexible, cost- effective, service-oriented trust administration" in the #1 rated domestic trust jurisdiction.

Will Murphy
South Dakota Trust Company
51 East 42nd Street
Suite 701
New York, NY 10017
Phone: 212-642-8377
Fax: 212-642-8376
wmurphy@sdplanco.com


Sterling Foundation Management is the oldest national Foundation management firm in the country. Since, 1998, we’ve provided advisors nationwide with a turn-key solution for the administration of their clients’ private foundations. Over the last 13 years, our service offering has evolved to encompass a range of additional administrative and value-added services. Central among these services are administration of other charitable entities and sales of non-charitable interests in charitable trusts.

Dan MacDonald
2325 Dulles Corner Blvd., Suite 670
Herndon, VA 20171
danmacdonald@sterlingfoundations.com
703-437-9720


As the creator of the WealthDocx® automated drafting system, WealthCounsel helps estate planning attorneys transform their practices through greater drafting efficiency and increased profitability. When combined with WealthCounsel´s relevant education curriculum and practice-building resources, the WealthDocx estate planning software enables attorneys to practice with unparalleled accuracy, mastery and efficiency. We are committed to earning your trust as the preferred resource for information and expertise in the field of estate planning.

Casey Thompson
2110 Luann Lane
Suite 101
Madison, Wisconsin 53713
casey.thompson@wealthcounsel.com
1-888-659-4069 Ext. 846
www.WealthCounsel.com


Founded in 1969, Willamette Management Associates is recognized as one of the premier professional services firms working nationwide in the disciplines of private business valuation, intangible asset appraisal, forensic accounting, investment analysis, and specialized financial advisory services. Members of the firm are the co-authors of standard reference works on the valuation of private business interests and intangible assets, including The Handbook of Advanced Business Valuation, Guide to ESOP Valuation, and Valuing Intangible Assets.

Curtis R. Kimball, CFA, ASA
Willamette Management Associates
1355 Peachtree Street NE
Suite 1470
Atlanta, Georgia 30309-3274
crkimball@willamette.com
www.willamette.com

 

 
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