Finance, Investments, and Accounting

"The Song Remains the Same" (The Peril of Ignoring Investment Risk)

June 16, 2020

Individuals and companies are often too quick to forget about investment risk, or assume the risk probability of the event is too small to happen. Real-life examples also illustrate that there will always be investors reaching for yield, especially in low-interest-rate environments, and when they should beware. Read More


Writing Third-Party Business in a Captive

March 31, 2020

The biggest advantage to writing third-party business through a captive insurance company is that it may provide a tax advantage. Read More


Do Captives Save Money

March 31, 2020

Do captives save money? The answer is yes and no. Read More


Pro Forma Financials for Captives

March 31, 2020

Pro forma financials provide an assessment of the expected financial results for the proposed captive insurance company. Read More


BEAT Update: New Provisions Provide Some Help to Captives

December 19, 2019

Treasury recently issued new proposed and final regulations on the base erosion anti-abuse tax (BEAT). The new provisions provide some helpful news to captive insurance companies. Read More