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October 22-26, 2018
October 21-25, 2019


The SFTI Trustees would like to thank the companies below for their participation as an Exhibitor at the 2017 Southern Federal Tax Institute.


Adams Capital
Adams Capital is an international provider of independent business valuation, asset valuation, and financial advisory services serving public companies, privately held businesses and high net worth individuals since 1996. Our principal business is valuation and financial advisory services for high net worth individuals and their business interests, for purposes including tax reporting, financial reporting, gift and estate planning, merger and acquisition consulting, and corporate and partnership recapitalizations.

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

Advantage Capital
Advantage Capital has delivered over $1.5 billion in state tax credits to institutional and individual buyers over the past 23 years. Currently, we offer state low-income housing tax credits to high net worth individuals and businesses in Colorado, Georgia, Missouri, Nebraska and Oklahoma. To learn more about safely and reliably reducing your clients’ state income and franchise taxes while supporting affordable housing for working families and seniors, contact Ruth Sorrell at 314.324.1352 or

Bedford Cost Segregation
Bedford is an independent professional services firm specializing in cost segregation and innovative tax, finance, and energy solutions for the commercial real estate industry. We are not an affiliate or subsidiary of an accounting firm and are committed to working closely with CPAs, property owners and trusted advisors to provide high quality tax-centric solutions.

Becky Scism, Director of Business Development

Diversified Trust
Established in 1994, Diversified Trust is among the largest independently owned, comprehensive wealth management companies in the country with over $5 billion of assets under management. Our approach is designed to partner with our clients for the achievement of their goals while mitigating the multitude of risks. Clients include individuals, multi-generational families, family offices, foundations, endowments, and retirement plans. Our offices are located in Atlanta, Greensboro, Memphis, and Nashville. For more information on partnering with us, visit

Brook H. Lester
6075 Poplar Avenue, Suite 900
Memphis, Tennessee 38119

Mark Bell
400 Galleria Parkway, Suite 1400
Atlanta, Georgia 30339

Fidelity Charitable
Think of Fidelity Charitable® as an extension of your team. As the largest donor–advised fund sponsor with more than 25 years of experience, we have the charitable planning expertise to help you provide value–added advice to your clients–maximizing their philanthropic impact while growing your business.

Visit or call us at 800-262-6039 for more information.

Interactive Legal
The premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning.
Founded by renowned Trusts and Estates attorneys, Jonathan G. Blattmachr and Michael L. Graham, InterActive Legal provides the solutions necessary to tackle complex 21st century planning challenges. Our flexible, intuitive planning systems help you develop plans individually tailored to your client’s unique circumstances in the context of current federal and state laws.
Estate Planning and Elder Law professionals have been turning to us as their main resource for learning and staying current on the latest legal planning strategies. We provide the most comprehensive productivity system on the market which includes an easy-to-use document assembly, extensive continuing education program, thought-provoking discussion forums, and more.

For more information please visit

McGuire Sponsel
McGuire Sponsel is a national consulting firm built on delivering value to CPA firms and their clients through Cost Segregation Services, R&D Tax Credit Studies, IC-DISC Consulting, Economic Incentive Negotiations and Finance Advisory Services. McGuire Sponsel serves over 500 companies through a network of leading local and regional CPA firms in 45 states. Our disciplined approach has allowed us to become a trusted resource to CPAs across the country, with a strong track record with the IRS.

McGuire Sponsel
201 North Illinois Street, #1730
Indianapolis, IN 46204

Contact: Mike Dalman
Phone: 317-564-5013 (direct)

Mercer Capital
Mercer Capital is a national business valuation and financial advisory firm. Clients include high-net worth families, private and public operating companies, financial institutions, asset holding companies, and private equity/hedge funds. For over thirty years, Mercer Capital has been bringing intellectual rigor, technical expertise, and superior client service to clients requiring tax and business valuation services, complex litigation support, as well as transaction advisory services.
David P. Adams III
Matthew R. Crow, ASA, CFA
Mercer Capital
5100 Poplar Avenue, Suite 2600
Memphis, TN 38137

Monarch Private Capital
Founded in 2005 as State Tax Credit Exchange (STCE), Monarch Private Capital invests in projects which qualify for federal and state tax credits and passes the benefits of those credits on to taxpayers through investment programs. The Monarch Private Capital team is committed to both developer and client success. Valued as a reliable and dedicated resource, Monarch Private Capital delivers as promised. Our team is happy to assist taxpayers with any questions and developers with unique capital structures. Monarch Private Capital is headquartered in Atlanta, and has offices in Charlotte, St. Louis, Nashville and Sarasota.

Please visit to learn more.

MPI is a business valuation and advisory firm providing tax-driven and financial reporting valuations, transaction advisory and litigation support. For more than 75 years, MPI has provided valuations and other advisory services to thousands of companies in dozens of different industries. MPI clients are typically family- or investor-owned businesses that range in size from lower-middle market companies to multi-billion dollar enterprises. To support this effort, MPI has offices in Princeton, Boston, Chicago, Hartford, New York City and Orlando.

Mark E. Lingerfield, ASA
1000 Lenox Drive
Lawrenceville, NJ 08648

Roy Meyers
1000 Lenox Drive
Lawrenceville, NJ 08648

Nease, Lagana Eden & Culley, Inc.
We are a professional life insurance advisory firm built on one premise: that families of substantial wealth require access to insight, expertise, products and services unavailable to the general public. While this has long been recognized in other financial industries, few people realize it is also available in the life insurance industry. This focus allows us to provide institutionally priced products, customized solutions, reporting, and services to affluent families in the family office and UHNW market place.

Peter W. Fleming III
Vice President
2100 RiverEdge Parkway
Suite 200
Atlanta, GA 30328
Direct: 770-763-0687
Fax: 770-956-8516
Mobile: 678-427-8120

PREF LLC is an independent provider of state and federal tax credits tailored to the needs of wealthy individuals and businesses. We are the premier marketplace for facilitating the buying and selling of a broad array of state and federal income tax credits from federal programs and most of the states that provide a statutory state tax credit program. These credits are generally a dollar for dollar reduction in the credit owner's income tax liability. If you are a wealthy individual or business enterprise that has a large income or franchise tax liability we may have available a state tax credit that would significantly mitigate your state tax liability. In addition, most insurance companies can use the credits towards premium tax and most banks and other financial institutions can use these credits to satisfy their Community Reinvestment Act requirements.

1266 West Paces Ferry Rd.
Suite 415
Atlanta, GA 30327

Contact: Steve Rothschild
Phone: (404) 350-4159
Fax: (770) 804-2069

River Oak Risk, LLC
River Oak Risk is an independent captive management company offering innovative and flexible options to deliver a full range of alternative risk transfer strategies to middle market closely held businesses. River Oak Risk is different from most captive management companies because our primary focus is on risk management. We work with clients to establish a comprehensive risk management program for their businesses incorporating their existing insurance programs with captive insurance to maximize the business owner’s financial well-being long term. River Oak Risk delivers a comprehensive risk management program, not just a tax focused entity.

For more information, please visit

South Dakota Trust Company LLC
With currently more than $35 billion in assets under administration, South Dakota Trust Company LLC (SDTC) offers pure trust administration without any product, working with whomever the client/advisor wishes regarding investments, insurance and custody. As a result of South Dakota’s unique trust, asset protection, income tax, and private family trust company laws, SDTC works with families all over the globe, serving as trustee, as well as, corporate and/or trust agent for family-owned private trust companies.

Al W. King III
South Dakota Trust Company LLC
10 East 40th Street – Suite 1900
New York, NY 10016
Phone: 212-642-8377
Fax: 212-642-8376

SunTrust Private Wealth Management
For nearly 200 years, generations of affluent Americans have relied on the enduring presence of SunTrust to help them reach their financial and philanthropic goals. Planning for the distribution of wealth across generations requires the right mix of investments, business succession planning, and philanthropic planning. SunTrust services include wealth planning, fiduciary services, investment and advisory services, risk management and high net worth banking.

Frank Goins, Charlotte (704) 526-4433,
Jeff Seavey, Atlanta (404)588-7902,

Thomson Reuters
Thomson Reuters Checkpoint® is the industry leader providing intelligent information to tax and accounting professionals—including expert research, guidance, technology, tools, learning, and news. With our respected Quickfinder, PPC, RIA, WG&L and EBIA content, Checkpoint is relied on by thousands of professionals to understand complex information, make informed decisions and use knowledge more efficiently. And now featuring the award-winning Checkpoint Catalyst™, the fastest, most efficient and comprehensive way to research business tax topics.

Lindsy Jeanis
Strategic Event Manager
Thomson Reuters
Phone: 972-250-7387
Mobile: 817-966-6305

Willamette Management Associates
Founded in 1969, Willamette Management Associates is the recognized thought leader in business valuation, intangible asset valuation, forensic financial analysis, and financial opinion services. Our clients range from family-owned companies to Fortune 500 corporations. We provide professional services related to transaction pricing and structuring, tax planning and compliance, and litigation support and dispute resolution. With offices located in Chicago, Atlanta, and Portland, we serve clients nationwide and around the world. For more information, visit our web site at

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

Weston C. Kirk, CVA
Willamette Management Associates
1355 Peachtree Street NE
Suite 1470
Atlanta, Georgia 30309-3274
Phone: 404-475-2300