Webinar Details
Course Description
This webinar will provide an introduction to captive insurance companies as a risk management and asset protection strategy for middle-market companies. The webinar will walk through the impact captive insurance can have on controlling insurance costs, creating a new profit center and building liquidity for business owners. It will address captive insurance trends in the U.S. insurance market and addresses the utilization of captive insurance to address core risks, healthcare, warranties and enterprise risks. This webinar will also addresses taxation of captive insurance companies with particular focus on IRC Sections 831(a) and 831(b).
Learning Objectives
- Identify how a captive insurance company provides a vertical integration benefit.
- Recognize the relationship of a captive insurance company to its parent company.
- Discover how to differentiate between an 831(a) and 831 (b) tax election for Captive Insurance Companies.
Prerequisites
- None
Who Should Attend
This webinar is designed for CPAs and accounting / finance professionals.
Advanced Preparation
None
Presenter Details
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Ron Geffner
- Financial Services Professional
Ron Geffner is a Financial Services Professional specializing in retirement planning with National Life Group. With over 45 years in the life insurance industry, Ron draws on his experience to help clients reduce their tax basis and design tax free retirement plans. Ron is a qualifying and lifetime member of the Million Dollar Round Table, the premier association of financial professionals. He was inducted into the Phoenix Mutual Hall of Fame in 1985.
Today, Ron focuses on educating CPAs to help them provide their clients with the best retirement strategies.
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Randy Sadler
- Principal, CMO
Randy Sadler leads Marketing and Client Empowerment for CIC Services, LLC. With more than 12 years ' experience in the captive insurance industry, Randy is known for his ability to explain key concepts in an easy-to-understand manner. He applies his entrepreneurial bent to connecting with companies in various industries and helping to identify when a captive is the right fit.
Randy received his Bachelor of Science degree from the United States Military Academy in 1992. In addition to this work with CIC, he is active in investment real estate as an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties.
Randy resides in Knoxville, TN with his lovely bride of 26 yea... Read more
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
How Middle-Market Companies Can Vertically Integrate Their Insurance
Sponsored by National Life Group and CIC Services
- Nov 21, 2024
- 11:00 AM EST
- Credits: 1.00
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