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Captive Insurance Tax Forum

When and Where:
7:30 a.m.–5:15 p.m., Monday, February 26, 2018
and 7:45 a.m.–3:15 p.m., Tuesday, February 27, 2018 (EST)
Location:
Eversheds Sutherland (US) LLP
999 Peachtree St. NE, Suite 2300
Atlanta, Georgia 30309
Registration Fee: $500
Target Audience:
 
Area of Interest:
Legal, tax, and financial aspects of the captive insurance industry today
Size and Scope:

A two-day conference with group live instruction featuring a comprehensive update on the legal, tax, and financial aspects of the captive insurance industry today.                                    

Number of Attendees: Capacity is limited. Registrations will be accepted on a first-come, first-served basis. Fee includes continental breakfasts, lunches, refreshment breaks and course materials in electronic format.
 
 
Forum Brochure
Forum Website:
Find a map, hotel information, and cancellation policy.
Full Agenda
Register
 
Description:
A two-day conference with group live instruction featuring a comprehensive update on the legal, tax, and financial aspects of the captive insurance industry today.

CLE and CPE credit available. See the website for more information.

Topics will include:
  • Business Reasons for Utilizing an Insurance Affiliate
  • Evolution of Federal Taxation of Captives
  • Potential Tax Benefits of an Insurance Affiliate
  • Onshore Captive Tax and Regulatory Considerations
  • Offshore Captive Tax and Regulatory Considerations
  • Risk Distribution: Siblings or Strangers? Or Exposure Units?
  • Employee Benefits as Third-Party Risk
  • Federal Excise Tax Developments
  • Pools and Other Third Party Risks – What, Where and Why
  • Redomiciling of Captive Arrangements
  • Impact of Tax Reform on Captives/Captive Owners Plus Discussion of Recent Captive Rulings and Cases
  • State Taxation of Captives
  • Repatriation of Captive Profits
  • Sec 831(b) Election and Consequences
  • Overview of Cell, Series and Rent-a-Captives
  • Basics of Captive Tax Compliance
Faculty:
  • Tom Jones, McDermott Will & Emery LLP
  • Arthur Koritzinsky, Marsh USA Inc.
  • Dan Kusaila, Crowe Horwath LLP
  • Chaz Lavelle, Bingham Greenebaum Doll LLP
  • Angela Walitt, Baker & McKenzie LLP
  • P. Bruce Wright, Eversheds Sutherland (US) LLP
Contact: Lara Cooley
Email
Phone: (212) 389–5021
For More Information, Contact Eversheds Sutherland (US) LLP
Address:
999 Peachtree Street NE
Suite 2300
Atlanta, Georgia 30309
Website
Phone:
+1–404–853–8000
Fax:
+1–404–853–8806