Southern Federal Tax Institute Inc.

The Southern Federal Tax Institute Inc. is a U.S. nonprofit corporation dedicated to providing high-quality continuing education in the field of federal taxation. Its primary mission is to develop and present annual institutes covering current federal tax problems and issues at a post-graduate level.

History

The institution has been a longstanding presence in the field of taxation, with a history dating back several decades. It continues to maintain its tradition of excellence in continuing education.

Programs and Activities

The Southern Federal Tax Institute hosts an annual event, where leading tax and estate planning practitioners present on recent developments and cutting-edge topics in taxation. The institute's programming includes in-depth reviews of federal income tax developments, legislative and regulatory changes, business entity taxation, employee benefits, tax accounting, tax controversy, and trust and estate planning.

Focus Areas

• Federal Income Tax Developments: The institute provides detailed analyses of recent federal tax developments and their implications for tax planning and strategy.
• Business Entity Taxation: This includes sessions on partnership, real estate, and corporate tax matters, offering insights into issues like clean energy incentives and M&A tax structuring.
• Estate Planning: Focuses on wealth transfer strategies and recent developments in estate planning, particularly with retirement assets.
• Tax Controversy and Ethics: Discussions on tax audits, dispute resolution, and ethical considerations in tax practice are integral to the institute's offerings.

Networking and Education

Beyond its educational programs, the institute offers significant networking opportunities, fostering connections among tax professionals through social events and conference activities. It also provides a platform for practitioners to share experiences and discuss emerging challenges in the tax landscape.

Structure and Governance

As a nonprofit organization, the Southern Federal Tax Institute is governed by a board of trustees, though specific details about its governance structure are not widely documented. Its activities and programs are designed to address contemporary tax challenges and enhance professional competencies in tax practice.

The institute is a NASBA-approved provider, offering group live and internet-based education, which facilitates its programming's reach to both in-person and remote attendees.