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The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds



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The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds 

Recent tax court decisions offer insight into compliance and best practices for micro-captives of the future. The best way for advisors to understand these significant changes is to join Mike DiMayo, Principal, Oxford Risk Management Group, for his 75 minute LISI webinar, where he will cover: 

1.     Review of Avrahami decision

2.     Review of Reserve Mechanical decision

3.     Areas of emphasis considered by the Tax Court

4.     Implications for clients considering new captive insurance arrangements and clients with existing captive programs

5.     Assessing today’s captive insurance company landscape

6.     Practical takeaways for advisors and their clients


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Mike DiMayo CFP, ACI, CLU, ChFC is a Principal of Oxford Risk Management Group, one of the country’s fastest growing and dominant market leaders in the enterprise risk captive insurance industry. Oxford’s “Best-in-Class” team of professional specialists includes the world’s most prominent attorneys, actuaries, risk managers, and auditors who live and breathe captive insurance every day; the most experienced and credentialed independent advisory team anywhere. Oxford has developed outstanding relationships with domestic and international insurance regulatory teams. Their captive platforms have passed rigorous due-diligence review and are recommended by the nation’s leading legal, accounting, insurance and investment advisory firms.


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