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2018 SESSION TOPICS

What's New
Business Taxation
Accounting, ERISA, Ethics, Etc.
Estate Planning

UPCOMING INSTITUTES

October 21-25, 2019
October 26-30, 2020

EXHIBITORS

The SFTI Trustees would like to thank the companies below for their participation as an Exhibitor at the 2018 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
david@adamscapital.com
www.adamscapital.com


Captive Alternatives
Captive Alternatives is an insurance consultancy that helps business owners convert their insurance premiums into financial assets that can be grown and tapped for their benefit. CapAlt’s pioneering business model, the Private Insurance Company, enables businesses and organizations to self-insure selected risks, transfer high exposures to third parties and financially reward themselves for effective risk management. As a result of their Private Insurance Company ownership, CapAlt clients build wealth to help protect and assure their future. CapAlt manages the operation of more than 130 captives from their offices in Atlanta and Puerto Rico.

Mark Sims
VP of Business Development
1155 Mount Vernon Highway NE, Suite 800
Atlanta, GA 30338
Phone: 404-823-6200; Direct: 812-327-3342
Website: www.captivealternatives.com


Diversified Trust
Established in 1994, Diversified Trust is among the largest independently owned, comprehensive wealth management companies in the country with over $65 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 dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility.  Our goal is simple -- helping our clients focus on what's important to them.   Our offices are located in Atlanta, Greensboro, Memphis, and Nashville. For more information on partnering with us, visit diversifiedtrust.com.

Brook H. Lester
Principal
6075 Poplar Avenue, Suite 900
Memphis, Tennessee 38119
blester@diversifiedtrust.com
901-334-5088

Mark Bell
Principal
400 Galleria Parkway, Suite 1400
Atlanta, Georgia 30339
mbell@diversifiedtrust.com
770-226-5333


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 https://interactivelegal.com/.


KBKG
Established in 1999 with offices across the US, KBKG provides turn-key solutions for tax professionals and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides and helps determine tax benefits to clients: R&D Tax Credits, Repair Regulations, Cost Segregation, Bonus Depreciation, Green Building Tax Incentives, 179D, 45L, Employment Tax Credits, IC-DISC and more.

Visit KBKG.com for more information.


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)
mdalman@mcguiresponsel.com


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 MonarchPrivate.com to learn more.

MPI
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
Partner
1000 Lenox Drive
Lawrenceville, NJ 08648
mlingerfield@mpival.com
609-955-5738

Roy Meyers
Partner
1000 Lenox Drive
Lawrenceville, NJ 08648
rmeyers@mpival.com
609-955-5743


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
Email: pfleming@nlec.com
http://www.nlec.com


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
Alking@sdtrustco.com


The Strategic Group of Companies
The Strategic Group of Companies 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.

The Strategic Group of Companies
3060 Peachtree St., NW
Suite 180
Atlanta, GA 30305

Contact: Steve Rothschild
Phone: (404) 312-2414
Fax:(770) 804-2069
Email: str@thestrategicgroup.com


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 www.willamette.com.

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

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