Capstone Speaks At Florida CPA Conference

October 16, 2017 (Houston, TX) -  On September 27-29, Capstone participated in The Florida Institute of CPAs' Annual Accounting and Business Conference as a featured speaker. The conference was held at the Broward County (Fort Lauderdale) Convention Center and streamed online for remote viewing. Tax attorneys Coby Hyman and Stewart Feldman with The Feldman Law Firm LLP gave an hour-long presentation on "Alternative Risk/Captive Planning."

John Williamson, Capstone's Director of Business Development for Capstone's Southern region, spoke with CPA-attendees on the conference floor on the benefits of captive insurance for mid-market businesses. Mr. Williamson, himself a CPA (inactive), explained how Certified Public Accountants can introduce captive insurance and alternative risk planning to their clients. He also discussed how Capstone works in tandem with CPAs to handle the many financial aspects of the planning.

"Attendees at the show were very interested in learning more about captive insurance," said John Williamson. "Our discussions revolved around the CPA's role -- that is, to maintain control of the accounting and tax preparation functions, and more. Capstone has a near 20-year track record of working hand-in-hand with accounting professionals, with Capstone handling the necessary design, formation, and administrative aspects of captive planning. We've had long-standing relationships with CPAs in the captive area, working together to improve clients' risk management program and to improve their financial efficiency. These relationships benefit all parties."

FICPA's Accounting & Business Conference drew hundreds from in and around Florida.

Capstone's presence at the conference was well-received -- attendees had the opportunity to garner a deeper understanding of the risk coverage and financial benefits of captive planning, and the inherent need for an alternative risk strategy among mid-market business owners. CPAs also received a refresher on the many ancillary financial benefits of captive planning.