Captive Insurance (831b) from a CPA Perspective & Advanced Tax Strategies Workshops (In-Person) Choose One or Both

Captive Insurance (831b) from a CPA Perspective:

Light refreshments will be served for the afternoon presentation at 2:00.  Consider joining us early for an Advanced Tax Strategy Workshop and Lunch at 12:00 pm. Please stay with us after 3:00 for complimentary golf.

This group-live lecture presented by a CPA will present to CPA’s, Business Owners, Attorneys, Insurance Agents, and Financial Advisers on Captive Insurance as an advanced tax strategy, the importance of regulatory and compliance, and reputable captive management services when considering the formation of a captive insurance company.

• The legitimacy of Captive insurance company formation for your clients:
  What is Captive Insurance • What is Covered • How a Captive Differs from Commercial Coverage
  How and When a Company Realizes the Return on Investment • Captive Do’s and Don’ts
  How Captives add value to a CPA’s firm
• The benefits of forming a Captive insurance company including: Decrease Taxes & Costs • Build and Protect Wealth • Pay Your Premiums to Yourself Increase Income & Cash Flow • Protect and Place Assets Out of Reach • Leverage Capital

R.S.V.P. Online Here
or
Call 888-973-1973 or by
E-mail RSVP@CaptiveNation.com

Please consider joining us early for lunch and a workshop on:

ADVANCED TAX STRATEGIES: 12:00 to 1:45pm
This workshop although primarily presented for CPA’s will present to all attendees advanced
tax strategies for their clients or their own companies.

• The pros/cons and legitimacy or illegitimacy of the following:
  Capital Gains Strategies • Premium Finance • Captives • Tax Free Income…Myth or Fact? Cost Segregation • Fixed/Indexed Annuities • Life Insurance • Tax Covers
• Tax strategies from multiple industries including financial, insurance, banking, health, and
  legal industries and how to analyze which clients could benefit
• Understand how certain industries operate and how tax strategies are often promoted
  within certain industries

CPA attendees will earn 1-3 CPE credits and will develop an understanding of advanced tax strategies that are
typically found outside the CPA firm environment. Please visit www.CaptiveNation.com for more information regarding workshop content and program cancellation policies. TSBPA Sponsor #010443

TEXAS STATE BOARD OF PUBLIC ACCOUNTANCY SPONSOR
“CPA to CPA has entered into an agreement with the Texas State Board of Public Accountancy to meet the
requirements of CPE rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physical facilities, and length of class hours. This agreement does not constitute an endorsement by the board as to the quality of the program or its contribution to the professional competence of the licensee.”
TSBPA Sponsor #010443