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831(b) 101 Webinar: Foundations of Micro Captives
What We Covered
Debunk common myths of the 831(b) tax code and learn how these essential tax-deferred risk mitigation tools can protect a business from under and uninsured risks.
President, SRA 831(b) Admin
Dustin Carlson
Learn how 831(b) plans allow businesses to use tax-deferred dollars to reserve funds for future risks.
Explore the most common risks that 831(b) plans have been used for that are commonly uninsurable by traditional means.
Discover how 831(b) plans can be customized to suit specific business needs, offering flexibility in coverage.
Learn from case studies showing how companies have successfully leveraged 831(b) plans to cover loss from unanticipated and underinsured events.
Understand the difference between 831(b) plans and traditional insurance and how risk pools help spread out liability.
Is Your Business Ready?
Who Benefits From This Webinar
Learning how to identify and prioritize enterprise risk exposures while exploring mitigation strategies that extend beyond traditional insurance. Gain actionable insights from experienced professionals in risk and tax planning to strengthen your organization’s resilience.
BUSINESS OWNERS
Founders, CEOs, CFOs, and Decision Makers
If you have business risk concerns that keep you up at night, this is a great opportunity to learn how to utilize a tax-deferred solution to mitigate risks. This is an ideal solution for closely held companies grossing $1 mil – $40 mil. Fortune 500 companies have been utilizing this tool for decades, and now it’s available for small-to-mid-size businesses to take advantage of as well.
TRUSTED ADVISORS
CFPs, RIAs, CPAs, Insurance Agents, Attorneys, & Consultants
This is an essential tool to have in your tool chest to help your clients effectively manage risk with pre-tax dollars. An 831(b) Plan is a 40 year old tax code strategy can help combat the hardening of the traditional P&C insurance market and funds can be managed by a financial advisor. Be the advisor to bring these solutions to your clients. If you don’t, someone else will.