Accounting and Tax

25 June 2024   The event is in August this year, in Oklahoma City.

Latest Features

Analysis
Jason Luckett of SIGMA Actuarial Consulting Group and Ben Brandon of Risk Strategies Consulting look at what happens when a captive sees the need to employ another actuary.
Analysis
Mark Rogers, head of business development at Vitesse, provides a guide for some of the pitfalls—and advantages—of setting up a captive.
Analysis
Recent tax court rulings offer guidance on the standards for captive insurers
Analysis
Recent tax court rulings on micro-captives do not take account of the diversity of legitimate insurance business models, says a leading advisor.
Accounting & tax analysis
Captives must consider all the impacts that can be caused by interest rate fluctuations, inflation, and reinvestment, and one of the factors is duration, says Jack Meskunas, executive director–investments at Oppenheimer & Co.
Accounting & tax analysis
Matthew Queen of Sherbrooke Captive Insurance makes the case that much of the IRS insurance test is flawed and needs to be rethought.
Accounting & tax analysis
Jay Adkisson of Adkisson Pitet provides a guide to the many twists and turns of the recent Sullivan v Feldman case in Texas, which has legal implications for captive owners.
Accounting & tax analysis
Michelle Bradley and Enoch Starnes of SIGMA Actuarial Consulting Group take a look at the impact of inflation on captives.
All Accounting & Tax features




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5 May 2023   The company saw net income increase and has hailed a strong start to the year.
19 January 2023   The executive rejoined the company in August of last year.
16 January 2023   Kansas City event will focus on price transparency.
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