-

Pinnacle APEX Webinar - New IRS Reporting Rules for Captives Taking the 831(b) Election

Pinnacle Principal and Consulting Actuary Rob Walling will be joined by Nate Reznicek, president of Captives.Insure, and Jeff Simpson, partner at law firm Womble Bond Dickinson (US) LLP, to discuss recent IRS regulations impacting captives taking 831(b) elections. The group will discuss all the relevant changes, including the important regulations related to classifying micro-captive transactions. The presenters will also discuss updated loss ratio thresholds, reporting requirements and potential penalties to detail how the new IRS regulations will impact captive insurance strategies.

Presenters

Headshot of Nate Reznicek

Nate Reznicek

President and Principal Consultant at Captives Insure
Headshot of Jeff Simpson

Jeff Simpson

Partner at Womble Bond Dickinson (US) LLP