831(b) Continuing Education Lunch & Learn
Join us in Phoenix for a CE lunch & learn led by the 831(b) Institute. This in-person 2-credit session will cover 831(b) planning and risk management. Email info@831binstitute.org to register.… Continue Reading
Join us in Phoenix for a CE lunch & learn led by the 831(b) Institute. This in-person 2-credit session will cover 831(b) planning and risk management. Email info@831binstitute.org to register.
CE issued through NASBA & NASAA. This course examines how a business can use an 831(b) micro captive as an alternative risk finance solution for Enterprise Risk Management and Safe Harbor risks. It discusses the foundations of 831(b), investment guidelines, taxes, accounting implications, the type of fortuitous risks that can be included, and how reinsurance is applied. Led by 831(b) Institute Advisor & Tax Attorney Peter Dawson.