Finance, Investments, and Accounting
Remove Impacts of Emotion and Reaction When Investing for Captives
As part of our ongoing commitment to provide thoughtful commentary concerning issues impacting captives and the broader insurance markets, we spoke with Stephen Nedwicki, institutional investment strategist with Comerica Bank. Our discussion focused on captive investment strategies and the outlook for investment portfolios. Read More
What Captive Owners Should Know about the Federal Excise Tax
Bruce Wright, partner at Eversheds Sutherland (US) LLP, discusses what captive owners should know about federal excise tax. Read More
Key Issues for Micro-Captives during an IRS Audit
The current state of the law regarding captives in the US Tax Court is important for micro-captive owners as they consider what approach to take going forward. A thorough review of the captive program can help establish an informed basis for decision-making both before and during an Internal Revenue Service (IRS) audit. Read More
Key Accounting Issues for Cell Captives
We provide a review and analysis of the latest white paper from Johnson Lambert and Spring Consulting Group on cell captives. Our review highlights some of the key concepts from the report and offers guidance on what to look for. Read More
What Captive Owners Should Know About the 953(d) Tax Election
Bruce Wright, partner at Eversheds Sutherland (US) LLP, discusses section 953(d) of the Internal Revenue Code. Read More