Avatar

The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds



Watch Now!
Recording and Slides are Available Here


The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds 

Recent tax court decisions offer insight into compliance and best practices for micro-captives of the future. The best way for advisors to understand these significant changes is to join Mike DiMayo, Principal, Oxford Risk Management Group, for his 75 minute LISI webinar, where he will cover: 

1.     Review of Avrahami decision

2.     Review of Reserve Mechanical decision

3.     Areas of emphasis considered by the Tax Court

4.     Implications for clients considering new captive insurance arrangements and clients with existing captive programs

5.     Assessing today’s captive insurance company landscape

6.     Practical takeaways for advisors and their clients


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

Mike DiMayo CFP, ACI, CLU, ChFC is a Principal of Oxford Risk Management Group, one of the country’s fastest growing and dominant market leaders in the enterprise risk captive insurance industry. Oxford’s “Best-in-Class” team of professional specialists includes the world’s most prominent attorneys, actuaries, risk managers, and auditors who live and breathe captive insurance every day; the most experienced and credentialed independent advisory team anywhere. Oxford has developed outstanding relationships with domestic and international insurance regulatory teams. Their captive platforms have passed rigorous due-diligence review and are recommended by the nation’s leading legal, accounting, insurance and investment advisory firms.


Avatar

Bob Keebler

October 30, 2020 3PM 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

October 30, 2020 1:00PM ET - 2:30PM ET ET

Critical Year-End Income Tax and Estate Tax Planning for the Mass Affluent

More Info
Avatar

Steve Gorin

October 30, 2020 11:00 AM ET - 12:30PM ET ET

Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF

More Info
Avatar Avatar

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

More Info
Avatar

Eli Akhavan

November 05, 2020 1:00PM ET - 2:30PM ET

Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

November 06, 2020 1:00PM ET - 2:30PM ET

Critical Year-End Income Tax and Estate Tax Planning for the Mass Affluent - A Special Re Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET

The Intersection of Portability and Blended Families: No Man’s Land?

More Info
Avatar

Michael Geeraerts

November 13, 2020 3:00PM ET - 4:30PM ET

The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!

More Info
Avatar

Jim Weller

November 13, 2020 1:00PM ET - 2:00PM ET ET

An In-Depth Examination of Private Trust Companies: What the Sophisticated Advisors Needs to Know

More Info
Avatar

Rick Jaye

November 19, 2020 3:00PM ET - 4:30PM ET ET

ESOPs: What the Sophisticated Advisor Needs To Know

More Info
Avatar

Mark Merric

November 20, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Steve Siegel

November 20, 2020 1:00PM ET - 2:30PM ET ET

Planning with Intentionally Defective Grantor Trusts: What Makes Them So Popular and So Powerful?

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info