2017 SESSION TOPICS
October 22-26, 2018
October 21-25, 2019
The SFTI Trustees would like to thank the firms below for their participation as a Sponsor at the 2017 Southern Federal Tax Institute.
Platinum Level Sponsorship
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 diversifiedtrust.com.
6075 Poplar Avenue, Suite 900
Memphis, Tennessee 38119
400 Galleria Parkway, Suite 1400
Atlanta, Georgia 30339
Monday Mid-Day Program Sponsored by Chamberlain, Hrdlicka, White, Williams & Aughtry
Chamberlain Hrdlicka is a diversified business law firm with offices in Houston, Atlanta, Philadelphia 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 planning and tax controversy, the firm offers corporate, securities and finance, employment law and employee benefits, energy law, estate planning and administration, intellectual property, international and immigration law, commercial and business litigation, real estate and construction law.
David D. Aughtry, Esq.
Chamberlain, Hrdlicka, White, Williams & Aughtry
191 Peachtree Street, N.E., 34th Floor
Atlanta, GA 30303-1747
Tuesday Mid-Day Program Sponsored by Monarch Private Capital
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.
Wednesday Mid-Day Program Sponsored by River Oak Risk, LLC
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 http://riveroakrisk.com/.
Thursday Mid-Day Program sponsored by 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
1000 Lenox Drive
Lawrenceville, NJ 08648
1000 Lenox Drive
Lawrenceville, NJ 08648
Friday Mid-Day Program Sponsored by 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. www.MercerCapital.com
Matthew R. Crow, ASA, CFA
5100 Poplar Avenue, Suite 2600
Memphis, TN 38137
Speaker/Trustee Dinner Sponsorship
Brown Brothers Harriman Trust Companies, N.A.
At Brown Brothers Harriman our purpose is straightforward: to protect and grow our clients’ capital. We start with a deeply rooted investment culture and combine that with unparalleled localized delivery of fiduciary services through the firm's two domestic national trust companies and the firm's Cayman trust company. The firm's tradition of stability and longevity created by our general partnership structure underpins every aspect of our interaction with our clients.
For more information, visit www.bbh.com.
Gold Level Sponsorship
Dixon Hughes Goodman LLP
DHG ranks among the nation's top 20 public accounting firms. With more than 1,800 professionals in 12 states, we combine deep experience with a strong commitment to personal service. We are passionate about helping our clients succeed—and we do so through a resourceful approach to providing solutions and helping our clients achieve their goals. We draw on our extensive resources to combine comprehensive assurance, tax and advisory services.
For more information, visit www.dhgllp.com.
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
2100 RiverEdge Parkway
Atlanta, GA 30328
Stout Risius Ross, Inc.
Stout Risius Ross, Inc. (Stout) is a premier global advisory firm specializing in Investment Banking, Valuation Advisory, Dispute Consulting, and Management Consulting. We serve a range of clients from Fortune 500 corporations to privately held companies in numerous industries around the world. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex financial matters.
For more information, visit www.stoutadvisory.com.
Partner Level Sponsorship
Bennett Thrasher is the eighth largest Atlanta-based, full-service certified public accounting and consulting firm. Our services areas include: tax, financial reporting and assurance, personal financial planning, dispute resolution and forensics, valuation and client accounting services in partnership with our worldwide client base. We create significant value and a unique positive experience through collaboration - with and between clients, partners, associates and the community. Founded in 1980 by Rick Bennett and Ken Thrasher, today Bennett Thrasher has a dedicated, experienced team of 31 Partners and more than 200 Professionals.
For more information, please visit www.btcpa.net.
Bessemer Trust Company, N.A.
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. Bessemer oversees more than $100 billion in assets for 2,400 clients, and we take pride in our continued private ownership, singular focus on wealth management, alignment of interests among clients, owners & employees, and culture of service.
BNY Mellon is the world's largest multi-boutique investment manager, encompassing BNY Mellon’s globally diversified investment boutiques, wealth management and global distribution companies. We combine the scale of a full-service investment manager with the focused expertise of autonomous investment boutiques, each with their own style, strategy and management team.
For more information please visit https://www.bnymellon.com/.
Dean Mead, P.A.
Dean Mead provides full-service legal representation to companies and individuals throughout Florida. The firm has 57 attorneys in five offices including Orlando, Fort Pierce, Tallahassee, Tampa and Viera. They offer a range of practice areas including: federal tax, state and local tax, estate and succession planning, business litigation, corporate law, labor and employment, immigration, government relations and lobbying, employee benefits, bankruptcy and creditors' rights, commercial real estate, leasing, construction law, commercial lending, environmental, land use, water law and eminent domain.
For more information, please visit http://www.deanmead.com.
Fiduciary Trust International
Since 1931, Fiduciary Trust Company International has served as a trusted wealth advisor to individuals, families, endowments and foundations. Equal parts innovative and prudent, we have been a strong and steady advisor across generations, working closely with our clients to grow, preserve and transfer their wealth while keeping a watchful eye on the future.
Contact: Ware Palmer 202.222.0444 or email@example.com
GenSpring Family Offices
Founded in 1989, GenSpring Family Offices, an affiliate of SunTrust Banks, Inc. (NYSE:STI), is a leading multi-family office for ultra-high net worth families. With 14 family offices across the country, GenSpring is a collaborative community of families and wealth management professionals that is focused on ensuring wealth both grows and has a positive impact on those who benefit from it. Our purpose is to objectively address the issues that keep families awake at night and, ultimately, to provide those same families with peace of mind. We offer a full variety of services, covering all financial and non-financial dimensions necessary for successfully managing the complexities of family wealth.
For more information on GenSpring Family Offices, please visit www.GenSpring.com.
Haynsworth Sinkler Boyd, P.A.
Haynsworth Sinkler Boyd has more than 115 attorneys providing business, litigation and financial legal services to national and international clients. Their tax group regularly advises corporations on federal, state and local income and property tax matters that commonly arise during incorporation, on-going operations, reorganizations or dissolution. Firm offices are located in Charleston, Columbia, Florence, Greenville, and Myrtle Beach, South Carolina. For more information, visit www.hsblawfirm.com.
Frank W. Cureton
Shareholder, Tax Practice Group Leader
1201 Main Street, 22nd Floor
Columbia, SC 29201
J.P. Morgan is a global leader in financial services to corporations, governments, for-profit and not-for-profit institutions and wealthy individuals. Through the Private Bank at J.P. Morgan, the firm delivers customized wealth management advice and solutions to wealthy individuals and their families, leveraging its broad capabilities in investing, family office management, philanthropy, credit, fiduciary services and special advisory services to help its clients advance toward their own particular goals. For more than 150 years, the Private Bank’s comprehensive and integrated product offering, commitment to innovation and integrity, and focus on placing the interests of its clients first and foremost have made J.P. Morgan an advisor of choice to people of significant wealth around the world.
For additional information, visit: www.jpmorgan.com/privatebank.
King & Spalding
Celebrating more than 130 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 900 lawyers in 18 offices in the United States, Europe, the Middle East and Asia. The firm has handled matters in over 160 countries on six continents and is consistently recognized for the results it obtains, its uncompromising commitment to quality and its dedication to understanding the business and culture of its clients.
For additional information, visit www.kslaw.com.
KPMG LLP, the audit, tax and advisory firm (www.kpmg.com/us), is the U.S. member firm of KPMG International Cooperative ("KPMG International"). KPMG International's member firms have 155,000 professionals in 155 countries. Our high performing people mobilize around our clients, using our expertise and insight to cut through complexity and deliver informed perspectives and clear solutions that our clients and stakeholders value. Our client focus, commitment to excellence, global mindset and consistent delivery build trusted relationships that are at the core of our business and reputation.
For additional information, visit www.kpmg.com/us.
LBMC, PC is among the largest CPA firms in the Southeast with offices in Nashville, Knoxville and Chattanooga. The Firm serves a wide range of industries and companies varying from start-up to large publicly traded companies, as well as high-wealth family groups. 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, technology and operational services.
For more information, visit www.lbmc.com.
Jeff Drummonds, CPA
Partner of Tax Services
Phone: 615.309.2224 or via email firstname.lastname@example.org
Martha Louise Ramage Lewis, LLC
MARTHA LOUISE RAMAGE LEWIS, LLC provides specialized estate and financial (tax) planning and tax compliance services for high net worth individuals and executives, their families, as well as their related entities, including family partnerships, trusts, estates and private foundations. Our firm size allows us to provide a niche service to a select client base, which seeks proactive, individualized attention. We are here to assist our clients navigate the complexities of financial planning and related tax issues. Additionally, we often serve as the hub for the planning process, working with the attorney, investment counsel, and other advisors to ensure all aspects of financial planning, estate planning, and tax planning and compliance are coordinated.
Martha Louise R. Lewis
1310 Augusta Street
P.O. Box 8499
Greenville, SC 29604
Main: (864) 250-1818
Direct: (864) 250-1818
Fax: (864) 250-1817
Tracy L. Cope
1310 Augusta Street
P.O. Box 8499
Greenville, SC 29604
Phone: (864) 250-1818
Direct: (864) 250-1819
Fax: (864) 250-1817
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.
For more information, visit www.mcguiresponsel.com
Moore & Van Allen PLLC
With 21 primary practice areas, a long history of civic service, and noted national, regional and local clients, MVA ranks among the Southeast's preeminent and fastest growing full-service law firms. MVA’s Wealth Transfer group, one of the largest and most experienced private wealth practices on the East Coast, provides sophisticated, proactive and personable estate, tax, charitable and business planning for its clients–high net-worth individuals and families, senior executives of public companies and closely-held businesses.
Member - Estate & Wealth Planning/Estate Administration
Moore & Van Allen
Charlotte, NC 28202
The Morehead Group
Since 1941, professionals with The Morehead Group have provided strategic life insurance solutions to affluent individuals, families and closely-held businesses. 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, 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
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage. Our Wealth Planning Advisory Services team leverages our collective experience to provide financial planning, family education and governance, philanthropic advisory services, business owner services, tax strategy and wealth transfer services to our clients. It is our privilege to put our expertise and resources to work for you.
Sojourner Caughman & Thomas, LLC
Sojourner Caughman & Thomas is a Columbia, South Carolina law firm focused exclusively on trust and estate matters. With a highly-respected team of six attorneys, we bring credentialed expertise and the value of extensive client experiences to every family wealth transfer situation. We provide thoughtful and well-informed recommendations that foster long-term client relationships in an environment that is professional and discreet.
For more information, visit www.sctlawfirm.com or contact
David C. Sojourner, Jr.
Taft Stettinius & Hollister LLP
With more than 400 attorneys, Taft has offices in Chicago, Illinois; Cincinnati, Cleveland, Columbus and Dayton, Ohio; Indianapolis, Indiana; Covington, Kentucky; and Phoenix, Arizona. The firm practices across a wide range of industries, in virtually every area of law, including Business and Finance; Litigation; Labor and Employment; Intellectual Property; Business Restructuring, Bankruptcy and Creditor Rights; Environmental; Health and Life Sciences; Private Client Services; Real Estate; and Tax.
Contact: Michael Laing at email@example.com or (513) 357-9385.
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.
Strategic Event Manager
WealthManagement.com is the new digital resource of REP. and Trusts & Estates that's specifically designed to help financial advisors and estate planning professionals stay knowledgeable about the latest investment ideas, industry data, legal and tax issues, and market trends needed to build and maintain strong client relationships. It provides valuable tools that help them better manage the daily activities of their practice, connect with essential members of the community, and be more effective in growing their business.
Editor in Chief, Trusts & Estates
Penton Wealth Management
1166 Avenue of the Americas
New York, NY 10036
Womble Carlyle Sandridge & Rice, LLP
Womble Carlyle is a full-service business law firm perennially listed among the leading U.S. firms by American Lawyer magazine. Extraordinary client service is a hallmark of Womble Carlyle. We provide value to our clients by combining professional skill, technology, and a thorough understanding of our clients' needs to deliver high quality, cost effective and responsive services. Founded in 1876, the firm serves clients nationally and globally with more than 550 attorneys in 14 offices throughout the Southeast and Mid-Atlantic regions, and in Silicon Valley. For more information, visit www.wcsr.com.
Hogan Lovells US LLP
Hogan Lovells is a global legal practice that helps corporations, financial institutions, and governmental entities across the spectrum of their critical business and legal issues globally and locally. We have over 2,500 lawyers operating out of more than 40 offices in Africa, Asia, Europe, Latin America, the Middle East, and the United States. Our style is open, service focused, and friendly. We believe that our commitment to client service, commerciality, and teamwork provides benefits to our clients and enhances effective business relationships.
For additional information visit: http://www.hoganlovells.com/
Page, Scrantom, Sprouse, Tucker & Ford, P.C.
Page, Scrantom, Sprouse, Tucker & Ford, P.C. is a 115 year old regional, full service law firm with offices in Columbus and Atlanta, Georgia and Winter Park, Florida. We offer business, corporate, real estate, tax, estate planning, trademark, employment, family law, as well as commercial, general and insurance defense litigation services to individuals, private and public companies, and a variety of non-profit organizations in Georgia, Alabama and Florida.
For additional information visit: http://www.psstf.com/