Accountants and CFPs are required to know all the possible options available to their clients. A risk financing facility is one such option. This program contains the following six sections:
1.) What is Insurance?
2.) What is an Insurance Company?
3.) How Did We Get Here? Or, A Brief History of Captive Insurance
4.) A Brief Case Law History of the IRS’ unsuccessful attempt to challenge captives
5.) The Road to 831(b)
6.) Forming, Running and Shutting Down the Captive
After completing this 1-hour program, the accountant or CFP will have the requisite knowledge to determine if a captive is a viable option for teir client.