VCIA Announces Webinar on Captive Insurance Taxation

The Vermont Captive Insurance Association (VCIA) will host its annual tax webinar, "Captive Taxation: Myth Busters," 2–3 p.m. (EST) on December 11. The session is open to the public and offers Continuing Professional Education, Continuing Legal Education, and International Center for Captive Insurance Education credit, providing a timely opportunity for captive insurance professionals seeking continuing education before year-end.

The webinar will feature an expert panel discussing four persistent myths surrounding the federal and state income tax treatment of captive insurance companies. According to VCIA, speakers will examine current tax trends, highlight recent federal developments, unpack key tax concepts, and clarify common misconceptions that continue to surface across the industry. Operational best practices for tax, finance, audit, and regulatory coordination will also be addressed.

Panelists include the following:

• Conor McKenzie, of Counsel, Downs Rachlin Martin
• Alicia Miller, Senior Tax Manager, Crowe

Moderator:

• Courtney Doherty, Director of Global Captive Management, Hylant

The program was developed with input from Dan Kusaila, CPA, Crowe, and Charles "Chaz" Lavelle, Bingham Greenebaum Doll LLP.

Learning Objectives

Participants completing the webinar will be able to

• explain how captive insurance companies meet the federal income tax definition of an insurance company;
• describe recent federal tax developments affecting the captive insurance sector;
• identify common state corporate income tax filing issues for captive owners; and
• apply operational best practices that strengthen coordination among regulatory, audit, tax, and finance functions.

The session is designed for professionals with a basic understanding of tax and captive operations and is offered at an intermediate level. No advanced preparation is required.

Registration is free for VCIA members and $150 for nonmembers, with group discounts available for three or more attendees from the same company.

To register, visit vcia.com.