Captive Insurance: Smart Strategies for Greater Gains
You've Controlled Your Losses...Now Who Profits?
Learn the right way to reap reward with captive insurance.
Captive insurance companies provide a smart way to manage risk and retain more profits. However, businesses often struggle when they focus on the benefits and fail to properly examine captive structuring and/or understand critical tax issues.
Brown Smith Wallace and AHM Insurance Group have led many firms toward greater profits while managing risk and protecting tax liability. Let them show you how a captive insurance solution can work for your business.
Captive Insurance: Smart Strategies for Greater Gains
Keep More Profits While Protecting Your Business
Featuring Alan Fine, Partner, CPA, JD, and Bill Goddard, Principal, CPCU, from
Brown Smith Wallace
- AND -
Jeffery Mentel, Principal, JD, and Nick Rallo, Principal, from AHM Insurance Group
Wednesday, November 5
7:30-9:00 AM
7:30-8:00 AM: Networking Breakfast
8:00-9:00 AM: Presentation and Q&A
The Ritz-Carlton, St. Louis
100 Carondelet Plaza, Clayton, MO 63105
Complimentary valet parking provided. Just mention Brown Smith Wallace-AHM Captive Presentation.
AGENDA:
Introduction and welcome | TBD
Overview of captives and their primary uses| Jeff Mentel
831b Captives | Alan Fine
Group Captives | Nick Rallo
Captive due diligence | Bill Goddard
Q&A | Panel
Closing remarks | TBD
