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October 30 – November 3, 2023
October 21 – 25, 2024
October 27 - 31, 2025


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PresidentDear Colleagues:

On behalf of the Trustees of the Southern Federal Tax Institute, it is an honor to invite you to join us at the Grand Hyatt Atlanta in Buckhead for the 58th Annual Southern Federal Tax Institute. Each year it is our goal to provide timely and cutting-edge information to help you better advise and counsel clients, while also providing a touch of southern hospitality to foster new introductions and lasting relationships.

We have planned an excellent program, scheduled for October 30 through November 3, 2023, which includes thirty topics presented over five days by leading tax and estate planning practitioners.

We will continue our tradition of starting the Institute with an in-depth review of recent federal income tax developments. Monday afternoon will include presentations on legislative and regulatory developments, state and local tax issues, self-employment taxes, and treatment of cryptocurrency losses. Tuesday is devoted to business entity taxation; the morning session will focus on partnership and real estate developments, while the afternoon session will address corporate tax matters. Specific topics include clean energy tax incentives, M&A tax structuring, tax issues for distressed entities, and a review of the Foreign Investment and Real Property Tax Act. Wednesday morning will offer employee benefits and tax accounting topics, including payroll tax issues, equity incentives in executive compensation, and accounting for liabilities in M&A transactions; while the afternoon session will focus on topics in tax controversy and ethics issues ranging from partnership audits and tax credit refund claims to developments in the conservation easement area and methods for fixing tax mistakes.

Thursday and Friday will focus on trust and estate planning topics, beginning with an overview of recent developments. Thursday morning will continue with presentations on re-defining the family in the era of DNA testing and assisted reproduction and topics in post-mortem planning and administration. Thursday afternoon will include planning techniques involving digital assets, estate planning in a high interest rate and low growth environment, planning for encumbered real estate and negative capital account issues, and counseling families on non-tax issues in estate planning. Friday will include presentations on estate and gift tax audits, trust modifications, judicial anti-abuse doctrines, and installment obligations.

We continue to offer the flexibility of two-day, three-day or five-day programs. The conference is offered in four flexible registration packages: the full five-day package, the initial three-day package (which includes both the income tax and ethics sessions), the final three-day package (which includes the estate planning and ethics sessions), and the two-day package (which includes the estate planning sessions only).

Last year, when we returned to our traditional in-person format after a two-year hiatus, we also offered a virtual registration option. While we believe that a vital part of the Institute is the hospitality and networking opportunities it provides, we have decided to offer a virtual registration option again in 2023.

We hope you can attend our receptions on Monday, Wednesday, and Thursday evenings. These cocktail parties are a wonderful venue for renewing friendships with longtime colleagues, introducing younger colleagues, and networking with leading tax practitioners.

We also encourage you to meet and thank our sponsors and exhibitors. Their support and generosity play an important part in delivering programs that are exceptional both in quality and value.

We look forward to welcoming you in person to the 58th Annual Southern Federal Tax Institute. On behalf of the Trustees, thank you for joining us.

David C. Sojourner, Jr.
David C. Sojourner, Jr.
Southern Federal Tax Institute