CAPTIVE INSURANCE

The team

Charlie Charvoz, CPA, CrFa

Shareholder, Tax & Assurance
Nathaniel Eggman

Nathaniel Eggman, CPA, PFS

Shareholder, Tax & Assurance

A Captive Insurance Plan is a sophisticated business strategy that can improve the tax position of a privately held organization in order to minimize insurance costs, mitigate risks, and provide other tax-saving alternatives. Navigating the compliance and organizational needs of this type of entity can be quite complex and many CPAs don’t have the expertise in this market to navigate the intricacies of these plans. Our experts can assist with outlining the specific benefits to your company as well as provide compliance support, consulting, audit and exit strategies necessary to manage an effective captive entity.