SMP-400-75

Captives: Mitigating and Avoiding IRS Challenges
Webinar–On Recording

What will be covered
on the webinar?

• The Dirty Dozen list in February 2015 as abusive tax schemes
• Improper/proper use of Life insurance and other investments
• Improper & proper structuring of a CIC
• Bogus coverages and policies
• Real insurance; a definition that CIC owners must understand
• Why selecting a Captive Manager is so critical
• Improper & proper estate planning using a CIC
• Improper & proper CIC investments
• Appropriate Risk Coverages and Reputable Actuarial Analysis
• Self-serving promoters posing as Captive Managers creating unintended consequences

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