Captive Insurance Services

At Brown Smith Wallace, we provide a full range of captive insurance services for clients in multiple states. We are members of the Arizona and Vermont Captive Associations.  Our insurance professionals have expertise in traditional and 831B captives. 

Our captive insurance services include:

• Formation and reinsurance analysis
• Tax research and structure analysis
• External audit
• Tax compliance and planning
• Financial review, including premium and claims analysis
• Business and coverage analysis
• Wealth transfer planning

Is your company eligible for a captive insurance program? Are you maximizing your captive insurance company for tax purposes? Answer these simple questions to find out:

• Is your captive insurance company's primary business providing insurance?
• Are the risks being insured actually insurance risks?
• Are the risks being insured actually being shifted to the captive insurance company?
• Are there a sufficient number of insureds to achieve the appropriate distribution of risk?
• Do your captive insurance company's transactions include commonly accepted notions of insurance?
• Are you maximizing the tax efficiency of your captive?

To prevent the loss of potential tax savings available to captives, contact the professional insurance staff at Brown Smith Wallace or read how captive insurance companies can offer specialized coverage and savings, in 'Capturing' Insurance by Larry Pevnick, CPA and practice leader of the insurance services group.