2023 VCIA Webinar – Captive Taxation: Current Issues and Open Forum
Tuesday, December 12, 2023
2:00 – 3:15 pm EST
Program Content: VCIA is pleased to present its annual captive taxation webinar. Join us on December 12th as our esteemed captive tax specialists review current tax issues through a case study examining a multinational organization’s considerations when proposing to form a captive insurance company domiciled in Vermont. This year’s session reviews the federal tax building blocks required for captive insurance company tax treatment and expands to include the implications of a worldwide organization.
Session highlights will include an overview of state and federal tax considerations of insuring U.S. risks, as well as the implications on international operations and structure. Our panelists will include an analysis of the tax principles when evaluating the formation and operation of a captive insurance company. Our tax specialists will also navigate the various issues impacting worldwide organizations looking to finance risk through a U.S. based captive insurance company.
After completing this webinar, participants will be able to:
- Identify the key qualifications for insurance company tax treatment of a captive.
- Cite key facts relevant to federal and state tax considerations.
- Identify potential opportunities and challenges presented to captives owned by worldwide organizations.
Prerequisite: Basic understanding of tax and captive operations
CPE/CLE Credits: 1
Advanced Preparation: None
Field of Study: Taxes
Delivery Method: Group Internet Based
ICCIE Credit: 1 ACE CE and 1 ICCIE Teleconference Credit
Moderator: Kevin Mead, President, Vermont Captive Insurance Association
Dr. Daniel J (Dan) Kusaila, DBA, Partner, Crowe LLP
Charles J (Chaz) Lavelle, Partner, Dentons Bingham Greenebaum LLP
Content Advisor: Dana Marino, Innovative Captive Strategies