Skip to main content
1-Hour Continuing Education for Accountants and CFPs
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.

Oct 12, 2018 12:00 PM in Central Time (US and Canada)

Webinar is over, you can not register now. If you have any questions, please contact Webinar host: Frank Stewart.