The Next Step:

If needed, we start with educating the client and advisors as to Captive legislation, etc. Next we determine the client’s objectives and how a a Captive might fit into his overall planning. If the client would like for us to perform a risk assessment analysis or feasibility study to determine the amount of premiums per area of risk that might be acceptable to the IRS for his business, then we request that a risk assessment questionnaire be completed and provide the last two years tax returns. Our CPAs will perform a thorough review and analysis which will be summed up in a Power Point presentation and proposal. A member of our staff will meet with the business owner and has CPA, if desired, and present our findings and opportunities and what benefits can be obtained for the owner, his business and/or his estate.

It is also important to note that we use an independent underwriting firm that has been performing Captive actuarial studies since 1987 without ever having a change in audit; while the benefits are extremely advantageous, our work is conservative! Please see Contact Us as the next step.

For Advisors:  Captive Providers work closely with various advisors and their clients. If you would like to learn how we can work together with your clients or simply be a back office for your firm, please Contact Us. Your clients are always protected and we will never circumvent your relationships.

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