Capstone Announces $400 Million in Approved Dividends

Capstone Associated has announced crossing the $400,000,000 milestone in approved dividends from its administered captive insurers. Since 1998, Capstone has formed over CAPTIVE_FORMATIONS captives for middle market companies, with insureds located throughout the United States.

According to Megan Brooks, Capstone's Director of Finance, for the last CAP_YEARS_NUMBER+ years, Capstone has formed property & casualty insurance companies that protect clients' businesses by creating a pre-tax reserve against future losses, while at the same time creating the potential for a significant profit.

Capstone serves as the third party administrator of these insurers. The so-called “Bush tax cuts” passed by Congress in 2001 and 2003 are set to expire at the end of this year. Without further action by Congress, federal income tax rates will increase automatically beginning on January 1, 2013.

As a result, a number of our clients have had Capstone apply for dividends out of excess regulatory assets while the qualifying dividend rates are at an attractive 15% rate.

Megan Brooks- Capstone Finance Manager“Capstone has been actively working with the captive owners and insurance regulators to apply for approval of dividends by December 31, 2012,” reports Megan Brooks, Capstone's Director of Finance. “This year alone, our clients will realize nearly $100 million in cumulative dividends. We have many happy clients that have enjoyed the significant benefits of captive ownership over more than a dozen years.”

For further information on the wide ranging benefits associated with owning your own regulated financial institution, contact Capstone at WEB_TEL or fill out the form below.

About The Feldman Law Firm LLP and Capstone Associated Services, Ltd.

The Feldman Law Firm LLP provides legal services (principally federal and state income tax, state and local tax, estate and gift tax and corporate services) to owners of closely-held businesses. Together with our affiliate, Capstone Associated Services, Ltd., we are the most prominent provider of turnkey captive insurance services for middle market businesses and their principal owners.

In addition to cross-border financings, Capstone's financial engineering is more generally directed towards enhancing the enterprise value of its clients' businesses. Related divisions operate domestic international sales corporations, with another affiliate providing specialized factoring services for long-term financial receivables. All of our 50+ person team draws upon the resources of The Feldman Law Firm LLP of Houston, TX.



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