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SIIA Educational Conference & Expo

Be sure to catch Jarid S. Beck, ACI, CRIS speaking on Enterprise Risk Captive (ERC) Case Study Profiles.

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Advantages of Captive Insurance

Recently, R. Wesley Sierk III, Director at Risk Management Advisors Inc., wrote in Private Wealth Magazine about the advantages of captive insurance.

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Advanced Tax Planning Institute

Come see Wes Sierk, President, Risk Management Advisors, Inc. speak on the Intricacies of Captive Insurance Companies.

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Can a Captive Insurance Company & Self Insured Medical Plan be the answer to the Affordable Care Act?

With the Affordable Care Act looming and companies facing upwards of 50% premium increases, business owners are looking for ways to keep profits and stay in compliance. So, do you have options? Yes. If a business is no longer comfortable with the premium level set by the insurer, it may be time to discuss a […]

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Captives for Mortgage Banking: Can Captives Help Manage Loan Buybacks More Efficiently?

Yes, a Captive Insurance Company provides an elegant and tax efficient tool for profitable mortgage bankers to reserve against the risk of being forced to buy back mortgages due to default or fraud by applicants or brokers. Let’s go back a few years to to understand why this structure is important. Following the real estate market […]

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Delaware is the Top Onshore Captive Domicile of 2013

Did you know Delaware is one of the fastest growing captive domiciles in the world?  We just returned from the Delaware Captive Insurance Association’s Fall Forum where Delaware was voted  the 2013 top onshore captive domicile of the year.   Recognized as a “well regulated domicile” that “continues to stay innovative”, Delaware is an increasingly […]

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Orange County Business Planning Symposium

Advanced income tax planning for business owners. For more information click here.

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Orange County Business Planning Symposium

Advanced income tax planning for business owners. For more information, click here.

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Advanced Tax Planning Institute

Intricacies of Captive insurance companies

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Western Region Captive Insurance Conference

Healthcare reform, plan design, special plan documents. For more information click here

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