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Business Taxation
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Estate Planning


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


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

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

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

Diversified Trust
Established in 1994, Diversified Trust is among the largest independently owned, comprehensive wealth management companies in the country with over $6.5 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 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

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 with 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. Our donor-advised fund, the Giving Account®, can simplify your clients’ giving, provide significant tax advantages, and help them give more to the causes they care about.

Our national network of experts is readily available to help you with the details of our donor-advised fund program and other charitable giving strategies. 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

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 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)

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, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work.  MPI provides fairness opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc.  MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.

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

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,

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

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