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  • Current IRS audit, appeals, and litigation issues
  • Design of captive insurance company coverages
  • Issues affecting captive policy premiums
  • The function of the Captive Manager
  • The importance of contemporaneous documentation
  • Analysis of pending Tax Court cases
  • Status of IRS compliance efforts
  • Form 8886 filings
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Panelists:

Topics will include:

1pm - 2:30pm CDT

$125

DAYS
HOURS
MINUTES
SECONDS

Capstone is hosting an authoritative video webinar and Q&A, which will examine successful outcomes in more than 55 captive insurance tax matters over the past two decades. This comprehensive online event is suitable for those already familiar with captive planning.

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55 Captive Tax Matters

May 3

LESSONS LEARNED

  • David Liptz, CPA, Liptz & Associates
  • Val Albright, Esq., Foley Gardere
  • Stewart A. Feldman, Esq., (CPA, inactive), Capstone
  • Lance McNeel, CPCU, ARM, Capstone
  • Logan Gremillion, Esq., The Feldman Law Firm LLP
  • Steve Cohen, Esq., (CPA, Ret.), The Feldman Law Firm LLP
  • Moderator: John Williamson, (CPA, Ret.), Capstone

Video Webinar