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Captive Planning Associates – Risk Management | Employee Benefits

Captive Planning Associates provides insurance planning for small & mid-sized companies - Formation, Management, Consulting

http://www.captiveplanning.com/

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Captive Planning Associates – Risk Management | Employee Benefits | captiveplanning.com Reviews
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Captive Planning Associates provides insurance planning for small & mid-sized companies - Formation, Management, Consulting
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2 Captive Planning
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7 John Capasso
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Captive Planning Associates – Risk Management | Employee Benefits | captiveplanning.com Reviews

https://captiveplanning.com

Captive Planning Associates provides insurance planning for small & mid-sized companies - Formation, Management, Consulting

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1

About Us – Captive Planning Associates

https://captiveplanning.com/about-us

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. When assessing your organization’s risk, a cost/benefit analysis is often helpful in determining whether a captive is the right answer. Captive Planning Associates (CPA) brings extensive experience to the creation and management of captives, as well as other alternative risk solutions, to protect management, shareholders and stakeholders from undue exposure to risk.

2

Types of Captives – Captive Planning Associates

https://captiveplanning.com/captive-basics/types-of-captives

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. Education & Resources. While there are many variations to the structure of a captive insurance company, captives can be separated into the following basic categories. Note, this section is only a summary and does not analyze the merits of each type of captive. With underwriting stability along with the ability to reduce costs and manage claims along with the timing of pre...

3

Benefits of Forming a Captive – Captive Planning Associates

https://captiveplanning.com/captive-basics/benefits-of-forming-a-captive

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. Education & Resources. Benefits of Forming a Captive. Although captives will incur certain operating expenses, they usually are much lower than the expenses incurred by commercial insurers. Reductions result from the elimination of the profit element built into premiums charged by commercial insurers and reduction of expenses through the avoidance of high sales, marke...

4

IRS Revenue Rulings – Captive Planning Associates

https://captiveplanning.com/case-law/irs-revenue-rulings

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. Education & Resources. Rev Rul. 77-316, 1977-2 C.B. 53. Obsoleted by Rev. Rul. 2001-31, 2001-26 I.R.B. 1348. Premiums paid to the captive were not deductible because there was no transfer of risk outside the “economic family.”. Rev Rul. 78-277, 1978-2 C.B. 268. Obsoleted by Rev. Rul. 2001-31. Rev Rul. 78-338, 1978-2 C.B. 107. Modified by Rev. Rul. 2001-31, 2002-91. The IR...

5

Leadership Team – Captive Planning Associates

https://captiveplanning.com/about-us/management-team

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. Our team has more than than 150 years of experience as former CPAs, attorneys in corporate, tax and estate law, investment banking, and insurance who can help your company optimize insurance and risk management expenditures. Senior VP and COO. Director of Captive Operations. 525 Route 73 North, Suite 218. Marlton, New Jersey 08053. IRS Limits Foreign Exchange Losses.

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Utah Approved Captive Management Firms - Providers - Utah Captive Insurance

http://captive.utah.gov/providers/captive-management-firms.php

Main Menu and Search. Utah is the place for captive insurance. Benefits of being a captive in Utah. Captives and Risk Retention Groups. Interesting Information Relative to Captive Market. Captive Insurance Companies Association. Utah Captive Insurance Association. Captive Insurance Laws: 31A Chapter 37. Captive Insurance Rules: R590-238. Utah Approved Captive Management Firms. Active Captive Management, LLC. Affinity Risk Management Services. AIG Insurance Management Services, Inc. Atlas Management, LLC.

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Captive Planning Associates – Risk Management | Employee Benefits

Captive Formation and Management. Education & Resources. A Risk Management Solution. What is a Captive? Benefits of Forming a Captive. A risk management solution. Captive Planning offers a broad range of innovative turnkey services for businesses seeking alternative risk management solutions centered around the formation and management of captive insurance companies. Captives: A Risk Management Solution. Learn how captives are a solution to your risk mitigation objectives. READ MORE CAPTIVE NEWS.

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