Captive Insurance: An Effective Financial and Risk Management

One of the more subtle Internal Revenue Codes available to any business owner is 831(b). A captive insurer (or "captive") is a special-purpose insurance company formed primarily to underwrite the risks of its parent or affiliated groups.

Generally, most business owners are searching for income tax planning strategies that will mitigate their corporate and ordinary income tax exposures. This session will present the details of a strategy that can be applied to assist your clients.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.


This presentation will discuss:
  • What is a Captive
  • How can a Captive benefit a business owner
  • Internal Revenue Code 831(b)
  • Revenue Rulings and Case Law
  • How to build a conservative captive Case Reviews


This program will present how an effectively designed captive insurance company, capitalizing on Internal Revenue Code 831(b), can benefit business clients.

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Designed For

Accountants, Financial Advisors, Partners, and Business Owners


CPA Crossings, LLC

Advanced Preparation




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