Taxation

White Paper Explores Key Concepts in Insurance and Reinsurance for Captives

September 12, 2024

This white paper provides an in-depth look at essential insurance and reinsurance concepts, including risk pooling, exposure units, and the circular flow of funds. Authored by industry experts including Alan Fine from Armanino, it offers practical insights for professionals navigating the complexities of commercial and captive insurance. Read More


Captive Insurance under Fire: Recent Court Cases and IRS Regulations Reshape the Industry

August 22, 2024

Recent court cases and Internal Revenue Service (IRS) regulations are increasing scrutiny on micro-captives, prompting the captive insurance industry to navigate evolving legal and regulatory challenges. Read More


Micro-Captive IRS Audit Guidance Indicates Withholding Tax To Be Imposed

June 18, 2024

Internal Revenue Service (IRS) audit guidance indicates withholding tax on micro-captive premiums, following the "Reserve Mechanical" ruling, which voided tax exemptions under IRC section 953(d) and 501(c)(15). Read More


Iowa Lowers Assumed Reinsurance Premium Tax Rates for Captive Insurers

April 25, 2024

Iowa lowers reinsurance tax rates for captives with HF 2636, offering competitive rates and enhancing the state's appeal for captive insurers. Read More


Micro-Captives Retain Their Spot on IRS 2024 Dirty Dozen List

April 16, 2024

The Internal Revenue Service (IRS) has released its 2024 Dirty Dozen list, and once again, micro-captive insurance arrangements are included on the list. Read More