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Podcast

March 24, 2025

28:46

Speakers: Brooks E. Nelson, Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).

Corporate Tax Planning Strategies Financial Services Insurance Tax Services

Article

February 20, 2025

Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.

Corporate Tax Planning Strategies Financial Services Financial Services Regulatory Compliance Insurance Tax Services

Article

January 23, 2025

Learn the benefits of partnering with TPAs for insurance risk management, claims processing and customer service while maintaining compliance.

Cybersecurity Financial Services Insurance Internal Audit Services Risk & Cybersecurity Risk Advisory Services

Article

January 23, 2025

Learn about NAIC's principles-based bonds guidance, effective 2025, and its impact on SSAP No. 26R, issuer credit obligations, and securities.

Audit & Attestation Services Financial Services Insurance Risk & Cybersecurity Risk Advisory Services

Article

November 6, 2024

Learn the key steps in the business site selection process, from feasibility analysis to negotiating tax credits and incentives.

Consumer Goods Financial Services Healthcare Industrial Manufacturing Insurance Life Sciences New Markets Tax Credits Private Client Services Professional Services Real Estate & Construction State Credits & Incentives Strategic Financing Services Tax Credits & Incentives Advisory Technology

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