The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds
Watch Now! |
|---|
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.
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.
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.
Bob Keebler
October 30, 2020 3PM 4:30 pm ET ET
NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look
More Info
|
|
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
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
|
|
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
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
|
|
|
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
|
|
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
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
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
Rick Jaye
November 19, 2020 3:00PM ET - 4:30PM ET ET
ESOPs: What the Sophisticated Advisor Needs To Know
More Info
Mark Merric
November 20, 2020 3:00PM ET - 4:30PM ET ET
Part 1: Mark Merric’s Asset Protection Trilogy
More Info
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
Mark Merric
December 18, 2020 3:00PM ET - 4:30PM ET ET
Part 2: Mark Merric’s Asset Protection Trilogy
More Info