Webinar Details
Course Description

The Connecticut Insurance Department and the National Network of Accountants come together to present a five-part webinar series designed to increase awareness of the benefits of a captive insurance arrangement alongside a commercial insurance program. This third session explores the regulatory matters associated with captive insurance companies, including formation, compliance, and termination arrangements, as well as ownership issues. You will learn the historical background behind captives and the tax and judicial issues surrounding private insurance companies.

Learning Objectives
  • Identify how to form, maintain, and terminate a captive insurance entity
  • Recognize ownership issues associated with captives
  • Understand the tax and judicial issues surrounding private insurance companies
Prerequisites
  • None required.
Who Should Attend

This program is specifically designed for CPA firm leaders in Connecticut serving middle-market businesses. 

Advanced Preparation

We suggest viewing modules #1 and #2 prior to joining this session.

Presenter Details
  • Joseph Tucciarone

    I think we should start with the fact that I am a graduate engineer. I have two engineering designations.....mechanical engineering and nuclear engineering. I worked at Kennedy Space Center. So yes, I am a rocket scientist.

    After leaving engineering, my life took an interesting turn, which resulted in me being involved in the retirement planning industry for the last 35 years. My specialized scientific and analytical approach allowed me to partner in the building of one of the largest pension actuarial firms in the Northeast. Today, I am currently a standing member of National Pension Partners (NationalPension.com), which is a nationwide network of pension specialists. As an innovator, I've complemented this experience, serving on... Read more


  • Janet Grace

    Janet Grace is the Chief Regulator, Captive Insurance and Risk Retention Groups for the State of Connecticut. 

    A former consultant for Towers Watson, Grace has done extensive work in risk identification and coverage analysis, business process redesign, risk financing, strategic business planning, underwriting and reinsurance. She also spent 20 years with The Hartford where she was a senior account executive and underwrote business in a number of core units, including risk management.

    Janet’s knowledge of the industry and her creative and consultative approach are the perfect combination for companies seeking to domicile their captives in the state.


  • Paul Hyl

    Paul is the founder and president of Private Insurance Management Inc. (PIM) a company that creates, designs, and manages captive insurance companies across the country.  His background as a practicing attorney positions him to effectively work with state regulators, captive insurance service providers, and PIM’s clients and their professional advisors.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Wednesday, June 10, 2020

11:00 AM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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