This session will: 1. Review the decline of the 831(b) Captive: tax issues, negative press and excess baggage. 2. Introduce Captive 2.0: The Private Insurance Company, and the numerous benefits and uses: Risk Management, Tax Planning, Asset Protection, Estate Planning, Investment Options and Exit Strategy. CPAs familiar with 831(b) captives will be particularly interested in the 831(b) Conversion option – which will enable clients to close their 831(b) captives under a tax free exchange.
VP of Business Development,