Post-Tax Season Debrief: New Developments in the Captive Insurance Space
Post-Tax Season Debrief: New Developments in the Captive Insurance Space

WHO SHOULD ATTEND:

CPAs, Micro-captive Insurance Managers and Agents, Businesses with Micro-captives

WHEN:

Tuesday, July 9th, 2019 from 12:00 – 1:00 PM CT

With tax season behind us, we would like to inform our CPA partners of a number of major developments that have recently taken effect in the captive insurance space.

As has been the case in recent years, the IRS has increased its scrutiny of micro-captive insurance companies, with the Service spending significant time and resources with regard to compliance and enforcement in this area. Non-compliance can lead to significant penalties from the IRS – and not just for clients with micro-captives, but potentially for financial advisors or for managers, promoters and agents dealing in this space.

To keep you up to date on the latest relevant regulations and court rulings, alliantNational, alliantgroup’s Washington national office, will be hosting a complimentary webinar covering the latest changes with regard to micro-captives and what steps you and your clients should be taking to ensure compliance with IRS guidelines. Please join us for an informative discussion that will focus on the potential of a formal global or appeals settlement offer, what is happening with regard to trends in litigation and whether the IRS will turn its sites on professional/financial advisors.

Please join us to hear the latest news from the captive insurance industry and how it will impact financial and captive insurance advisors and the industry at large.

About the Presenters:

In a career devoted to government service, Steven T. Miller has spent the last 25 years with the IRS, serving the agency in a number of diverse and increasingly important roles. He served as former IRS Acting Commissioner in 2012, but prior to that Steven served for several years as the Deputy Commissioner for Services and Enforcement, leading all IRS enforcement and service activity. Steven also served as the Commissioner of the Large and Mid-Size Business Division, overseeing IRS audits of large taxpayers and the IRS programs relating to offshore tax compliance and international tax law enforcement. As the Commissioner of the Tax Exempt and Government Entities Division, he supervised the IRS oversight of governments, tax exempt entities and retirement programs.

John Dies is Managing Director of Tax Controversy at alliantgroup. As an experienced trial attorney and former partner in a litigation firm, he has represented hundreds of clients and tried cases to verdict throughout the United States. John specializes in rehabilitating audits where a taxpayer requires assistance after the IRS or other taxing authority announces its intent to issue a total disallowance or other negative result.

Have questions or comments? Email education@alliantgroup.com

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