Finance, Investments, and Accounting

What Captive Owners Should Know About the 953(d) Tax Election

September 25, 2024

Bruce Wright of Eversheds Sutherland explains section 953(d) of the Internal Revenue Code, which allows non-US captive insurers to be taxed as domestic companies. He discusses the election process, potential termination, and the importance of compliance, advising protective returns if an audit threatens the 953(d) election. Read More


Why Cash Flow Is Key for Captive Insurers

August 29, 2024

Cash is king. This is especially true for captive insurers, since they typically have fewer margins for error. Captive board members should understand their captive's cash flow, so let's discuss some key areas for exploration and understanding. Read More


Do Captives Save Money

August 1, 2024

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


Pro Forma Financials for Captives

July 16, 2024

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


Captive Insurance and Direct Placement Taxes Explained

June 14, 2024

Direct placement taxes apply to both surplus lines placements as well as placements with any nonadmitted company, such as a captive insurer. Read More