831(b) Institute gets NAIC accreditation for education programme
The 831(b) Institute has announced it has received national accreditation through both the National Association of State Boards of Accountancy (NASBA) and North American Securities Administrators Association (NASAA), as well as accreditation in Idaho, Utah, and Colorado for the National Association of Insurance Commissioners (NAIC) to offer continuing education (CE/CPE) credits through its professional education programmes.
According to the 831(b) Institute this further solidifies the Institute’s role as a leading educational authority in the micro-captive insurance and enterprise risk management space.
With these accreditations, the 831(b) Institute becomes one of the first organisations of its kind to provide continuing education opportunities offering up to two credits for participating professionals. The courses offered are designed for accounting, tax, financial, and insurance professionals seeking compliant and practical risk management training in 831(b) education. The programming explores how businesses can utilise 831(b) micro-captives as an alternative risk financing solution for underinsured and uninsured exposures while covering topics such as investment guidelines, taxes, accounting implications, qualifying fortuitous risks, and how reinsurance is applied.
“The approval of CE credits represents an important milestone for the Institute and for the broader professional community,” said CE Presenter Peter Dawson, who is an advisor to the 831(b) Institute as well as a tax attorney. “There is a lot of misinformation and potential for abuse circulating around the 831(b) Tax Code. This is why education and compliance are critical in this space. By offering accredited instruction, we are helping trusted business advisors understand how properly structured 831(b) micro-captives function as legitimate risk management tools.”
“As the insurance market continues to harden and businesses continue to navigate ongoing economic uncertainty following COVID and other emerging risks, many companies are struggling to find reliable and affordable coverage,” said Dustin Carlson, President of the 831(b) Institute. “Interest in 831(b) micro-captives is growing as business owners look for new ways to manage risk, and our role is to ensure professionals understand how these structures work when done correctly. Receiving NASAA and NASBA approvals strengthens our ability to provide credible, compliance-focused education and helps bring greater clarity to an area that is often misunderstood.”
The Institute will regularly host free educational programs sponsored by SRA 831(b) Admin, designed to educate and address the significant misunderstandings and misinformation that exist around 831(b) micro-captives within the professional community.
Thanks to sponsor SRA 831(b) Admin, the 831(b) Institute will host free CE/CPE events nationwide. Confirmed locations include Chicago, Dallas, Atlanta, and Las Vegas, and are listed here with more to come: https://www.831binstitute.org/education
The next free CE presentation will be held in Chicago. More information and registration details can be found here: https://the-831b-institute.ce-go.com/tax-deferred-risk-mitigation-for-business-understanding-the-831b-tax-code-08-04-2026-282
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