Captive insurance tax does not have to feel like a foreign language. This session will explain the core tax concepts every captive owner, board member, manager should understand, without burying the audience in technical jargon. (No tax code references!) We’ll walk through the fundamentals of insurance tax treatment and why it matters, tax risks, tax costs, and common IRS focus areas – all in plain English. Whether you are new to captives or seasoned, this session will make a complex topic approachable, practical, and even a little less intimidating.

Following this session, attendees will be able to explain the basic tax principles that apply to captive insurance companies in plain English, identify common tax risks, costs, and IRS focus areas that can impact a captive program, and know practical tips and proven techniques through a real-world case study.