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Watch the Recording—Video Webinar: 55 Captive Tax Matters, Lessons Learned

Apr 12, 2019, 16:42 PM
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Capstone Webinar 55 Tax Matters

May 31, 2018 (Houston, TX) –
Capstone Associated Services, Ltd. is pleased to announce the complimentary release of "55 Captive Tax Matters, Lessons Learned," onto its website. This comprehensive 2-1/2 hour video webinar originally aired live on May 3, 2018, is directed at clients and their advisors seeking a comprehensive resource on captive insurance tax issues. The webinar examined successful outcomes in more than 55 captive insurance tax matters over the past two decades, drawing upon panelists with decades of experience over hundreds of captive projects, spanning tax court litigation, independent audit, tax and regulatory examination, design, operations, and claims handling.

Capstone 550 Tax Matters
Stewart A. Feldman, Capstone's CEO & General Counsel, commented: "The live webinar was well-received -- the panelists' commentary analyzed captive tax issues affecting tax audits, appeals and tax court litigation.Their experience in captive matters is unmatched in both breadth and depth in the industry. For these reasons, Capstone decided to release the webinar to the industry generally. This newly-accessible webinar covers a trove of information on the tax issues affecting captive planning, IRS audit, appeals, litigation issues, coverage issues and compliance matters.We encourage current and future captive owners, and their advisors to view the webinar, and connect with us on any questions."

Feldman continued, "By highlighting the pitfalls of so-called "captive managers" simply performing clerical and ministerial services and illustrating the adverse outcomes in cases such as Avrahami, we feel prospective captive owners will be on better footing as they move forward in the planning."

The video webinar focused on operational issues of captive practices that ultimately affect a federal income tax or regulatory examination. Each featured panel member is an expert in his own right, with years of on-the-ground experience. View the webinar now.


  • • David Liptz, CPA, Liptz & Associates
  • • Val Albright, Esq., Foley Gardere
  • • Stewart A. Feldman, Esq., (CPA, inactive), Capstone
  • • Lance McNeel, CPCU, ARM, Capstone
  • • Logan Gremillion, Esq., The Feldman Law Firm LLP
  • • Steve Cohen, Esq., (CPA Ret.), The Feldman Law Firm LLP
  • • Moderator: John Williamson, (CPA Ret.), Capstone

For more information on Capstone's 20-year work history in forming and operating captives, please contact: 

Capstone Associated Services, Ltd.
[email protected]

If you would like one of our attorneys to contact you regarding a pending captive insurance tax controversy, please contact: 

The Feldman Law Firm LLP
[email protected]

About Capstone

Capstone Associated Services, Ltd. ( is the most integrated and comprehensive outsourced provider of captive insurance services for the middle market.  We are among the largest in the industry offering stand-alone, single parent captives.  In cooperation with The Feldman Law Firm LLP (, Capstone administers property & casualty insurance companies that provide alternative risk financing services throughout the U.S.  Now in its 20th year, Capstone provides turnkey services usually under a joint engagement with its affiliated law firm to manufacturers, distributors, service providers, and professional organizations.
Capstone's own staff of insurance professionals includes Chartered Property & Casualty Underwriters, Associates in Risk Management, claims managers, underwriters, accountants and administrators, in addition to The Feldman Law Firm LLP's tax, corporate, financing and regulatory lawyers, which are bolstered by outside CPAs, risk managers, property & casualty professionals, and actuaries. Capstone's staff includes six CPCUs with more than 130 years of experience. Together, this team offers middle market companies the most comprehensive risk planning solution available. Today, captives are the premier risk management and risk-financing tool for qualified middle market companies. 
To learn more about how alternative risk planning and captive insurance can protect your business from uninsured risks, please contact us at 888.886.1217 or visit

NOTICE: To the extent this communication contains any statement of tax advice, such statement is not intended or written to be used, and cannot be used, by any person for the purpose of, or as the basis for, avoiding tax penalties that may be imposed by the Internal Revenue Service. Unless expressly stated otherwise in writing, this communication is not intended to be used, and cannot be used, for the purpose of promoting, marketing, or recommending to another party any matter addressed in this communication. 
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