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Captive Insurance Taxation and Accounting Issues

Date: Wednesday, June 6, 2018
Time: 1:00 - 2:40 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Gain a better understanding of key tax issues associated with the formation of captive insurance companies.

There are currently over three thousand United States domiciled captive insurance companies, which provide a broad range of direct insurance coverage and reinsurance coverage to a wide variety of United States based businesses including Fortune 500 publicly traded companies, trade association sponsored captives and privately owned businesses.

This is in addition to many offshore captives insuring United States based risks. Why? Because captive insurance companies are a cost effective alternative to purchasing commercial insurance in a variety of circumstances.

This topic explores the captive insurance concept, the circumstances under which a captive is an excellent alternative to commercial insurance, the fundamentals of a successful captive insurance program and the 'A to Z' captive formation process.

Learning Objectives:

  • You will be able to recognize when a rent-a-captive is a better option.
  • You will be able to discuss the licensing process and the regulatory perspective of regulators.
  • You will be able to review the use of reinsurance and front carriers in a captive insurance company program.
  • You will be able to describe the basic requirements for a successful captive insurance company.

This Live Webinar Covers These Hot Issues:

Why Are Captive Insurance Companies a Cost Effective Alternative to Traditional Insurance and Self Insurance?

  • Flexibility of Entity Form and Capitalization
  • Taxation and Deductibility/IRS Requirements
  • Substantive Regulatory Flexibility

Captive Domiciles

  • Domestic vs. Offshore/Advantages and Disadvantages
  • Tax Impact of Domicile Selection
  • Jurisdictional Captive Structure Requirements

The Requirements for a Successful Captive

  • Loss Experience, Loss Control and Long Term Commitment
  • The Role of Reinsurance and Front Carriers in Captive Insurance Programs
  • Competent Management and Service Providers

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Robert W. Stocker II, Robert Stocker PLLC

  • Managing member of Robert Stocker PLLC
  • Has an international practice in the areas of alternative insurance (captives and self-insurance plans), business, regulatory and gaming law
  • An adjunct professor at the Thomas Cooley Law School, where he teaches an LLM course in alternative insurance structures, as well as courses in business law and gaming law, and is the recipient of the Frederick J. Griffith III Adjunct Faculty Award for excellence in teaching
  • Has been active in the formation and representation of captive insurance companies for more than 35 years
  • Recognized by his peers for inclusion in Chambers Global, Chambers USA, Best Lawyers in America and Michigan Super lawyers
  • Fellow of the American Bar Association
  • Spoken on numerous business and regulatory issues at a variety of national and international conferences and educational programs
  • Can be contacted at 517-881-7687 or

(Not available outside the US)