Captive

Captive Taxation – The Current Environment

Description

With on-going IRS scrutiny of captives and more aggressive actions of states on self procurement taxes, is the current tax environment all negative for captive owners? In this webinar, we look at recent developments in captive taxation. Topics covered include:

  • The latest developments in IRS scrutiny of captives
  • Recent court cases
  • Tax exempt captive structures
  • Self procurement taxes and other state taxation issues

This webinar is suitable for existing captive owners and any prospective captive owner looking to understand the current taxation environment for captives.

Tuesday, January 25, 2022

Online Event
Reserve Your Seat

Presenters

Allan Autry, Tax Partner, Johnson Lambert. Allan has twelve years of experience providing tax and consulting services to the insurance industry, with a focus on alternative risk entities, especially captive insurance companies. Allan has assisted clients with a myriad of tax issues over the years, including special calculations, tax planning, corporate reorganizations, and mergers and acquisitions

Charles (Chaz) Lavelle, Partner, Dentons Bingham Greenebaum. Chaz regularly represents clients, including captives, before the IRS, and frequently speaks and writes on captive insurance topics. He has been elected to the Captive Review Hall of Fame and has received CICA’s “Distinguished Service Award” and VCIA’s “Service to the Captive Industry” award. Chaz was outside Tax Counsel for both Humana and Ocean Drilling in their captive insurance victories in the U.S. Court of Appeals.

Stacy Riley, Associate Director Strategic Risk Solutions will moderate the webinar.

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