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What you need to know about captive insurance companies | PFP learning library podcast

Dec 11, 2020 · 15 min listen

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In this AICPA Personal Financial Planning (PFP) Section podcast episode, Bob Keebler, CPA/PFS, and tax attorney David Slenn discuss micro-captive insurance and how IRS regulations could affect taxpayers and their advisers. As the IRS finalizes regulations to govern the disclosure of potentially abusive tax transactions by micro-captives, advisers should stay informed of relevant issues to avoid costly penalties. Listen to this podcast episode to gain an understanding of the following questions:

  • What is a micro-captive insurance company?

  • How does a

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