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[dt_fancy_title title=”Estimate Your R&D Tax Credit” el_width=”70″]

Presentation Date:

Thursday, January 14, 2021 from 11:30 – 12:30 PM CST

The IRS continues to ramp up its efforts with respect to Section 831(b) “micro-captive” insurance arrangements, and specifically Captive Managers. This year, the Service is reported to have formed twelve new exam teams, exclusively dedicated to reviewing captives, and released a large-scale settlement proposal. With a new administration in 2021, what is likely to transpire in this area within the IRS and in Congress?

Our team of experts, including former IRS Acting Commissioner Steven Miller and former Senior Counsel to the Senate Finance Committee Dean Zerbe, will be hosting a special presentation exclusively for Captive Managers on January 14 to review recent IRS updates and anticipated changes concerning the captive industry.

This presentation will walk through the impact of the election and the current status of IRS efforts concerning the captive industry, specifically tailored to cover the issues most important to captive managers.


Dean Zerbe, Former Senior Counsel to the U.S. Senate Finance Committee; alliantgroup National Managing Director
Steven Miller, Former IRS Acting Commissioner; alliantgroup National Director of Tax