Southern Federal Tax Institute, Inc

SFTI delivers what professionals need to stay sharp! When you attend the Southern Federal Tax Institute you can earn up to 44.5 hours of CE credit.

Join us October 19–23 in Atlanta! For more information and to register visit www.sfti.org

We’re continuing our speaker spotlight series with Stephen R. Akers of Bessemer Trust in Dallas, TX.

In his presentation, “Recent Federal Wealth Transfer Tax Developments,” Stephen will review significant judicial decisions, administrative guidance, and statutory developments impacting wealth transfer taxation and the current estate planning landscape.

📍Join us October 19–23 in Atlanta for five days of advanced federal tax and estate planning discussions with professionals from across the country.

Registration is now open at www.sfti.org!

Postcard from Atlanta! ✉️

SFTI 2026 returns to the Grand Hyatt Atlanta in Buckhead October 19–23.

🔗 Visit www.sfti.org for hotel details and room block information.

Some of the best conversations at SFTI happen after the presentations end.

We can't wait for you to join us in Atlanta for five days of education, discussion, and connection.

Visit www.sfti.org for all of the details.

We’re excited to begin introducing some of our distinguished speakers and the timely topics they will be discussing at the 61st Annual Southern Federal Tax Institute.

Our first speaker spotlight features Marc J. Gerson of Miller & Chevalier Chartered.

In his presentation, “Tax Legislative and Regulatory Outlook,” Marc will discuss the impact of the One Big Beautiful Bill Act, the current tax legislative environment, and what the upcoming 2026 mid-term elections could mean for future tax policy.

Don’t miss the opportunity to hear insights on the developments shaping today’s tax landscape. Registration is now open at www.sfti.org!

SFTI President Zack Leder invites you to join this year's Southern Federal Tax Institute for in-depth learning, practical insights, and valuable connections.

Read his full welcome letter here: www.sfti.org/welcome.html

The countdown to SFTI 2026 starts now!

Visit www.sfti.org for event details, registration information, and more for this year’s conference in Atlanta, October 19–23.

Make sure you’re following along here for future announcements, speaker spotlights, and event updates.

We’re proud to recognize Diversified Trust as the Platinum Sponsor of the 61st Annual Southern Federal Tax Institute.

Thank you for your continued support and commitment to excellence in the tax and financial industries. We appreciate your partnership and look forward to another outstanding year at SFTI.

Join us in Atlanta this October for SFTI 2026! Visit our website for all the details: www.sfti.org

We’re live — the SFTI website is up and registration is officially open!

Join us October 19–23 in Atlanta for in-depth federal tax and estate planning insights.

🔗 Take a look at all the details: www.sfti.org

The kind of event people come back to year after year.

SFTI 2026 is October 19–23. More details coming soon!

We’re getting close to releasing the full agenda for the 61st Annual Southern Federal Tax Institute!

In the meantime, here’s a preview of just a few of the outstanding speakers who will be joining us this year.

From tax policy and controversy to digital assets, AI, estate planning, QSBS, and family office design, this year’s program brings together an exceptional group of speakers.

Full agenda coming soon.