Name
Session 5: Indirect Taxes and Captives - What, Where and How? Demystifying the Grey Area
Date & Time
Thursday, February 6, 2025, 3:10 PM - 4:00 PM
Sharon Binnun Fred Karlinsky Ken Vincent
Description

The session will focus on various topics in the indirect tax space that impact captive insurance companies and their owners (e.g. Self Procurement Tax, Excise Tax, State and Local Tax, Premium Tax, etc.).  The speakers will cover technical merits, types of applicable structures, consideration points for captives, owners and captive managers, and will talk about developments and war stories.

Following this presentation, audience members will be able to identify potentially applicable non-federal tax considerations, understand what needs to be considered during feasibility or health check process, and assess steps needed to confirm exposure.

Location Name
Mediterranean Ballroom Salon 8
Full Address
JW Marriott Orlando, Grande Lakes
4040 Central Florida Pkwy
Orlando, FL 32837
United States
Session Type
Panel Discussion