Education December 19, 2023 Navigating Offshore Domiciling The current business landscape remains fraught with challenges, including the Federal Reserve’s upward adjustment of borrowing rates, the... Read More
Education October 3, 2023 Oct is Cyber Security Awareness Month Be sure it’s a HAPPY – not a SCARY – Cyber Security Awareness Month for you and your clients this October. As technology becomes... Read More
Education August 2, 2023 A 37-Year Old Tax Code Can Help You Sleep Better Once a person truly understands what the 831(b) Plan can do for their business, doubts evaporate quickly. Read More
Education June 14, 2023 SRA in Forbes.com – Top Five Strategies To Navigate Business Interruptions Business interruption from unforeseen circumstances can be a significant concern for small businesses, for they often lack the financial resources... Read More
Education June 7, 2023 Examining the Implications of Proposed IRS Regulations on 831(b) Plans Instead of issuing meaningful regulations based on comments from all stakeholders carrying out the intent of Congress when it approved micro-captives... Read More
Education October 2, 2022 Cyber Security Awareness Month October is Cyber Security Awareness Month. As risk mitigators, we take cyber risk prevention very seriously. Here’s how we do our part to promote... Read More
Education June 1, 2022 10 Questions To Ask An 831(b) Captive Manager The 2020 pandemic made it clear that business owners must establish a comprehensive risk management program to weather all storms. As risks go... Read More
Current EventsEducation December 29, 2021 The Hardening of the Insurance Market Today Have you ever worried about your business insurance being canceled? How many claims do you pay out of pocket for fear of having your insurance... Read More
Education September 6, 2021 Five Warning Signs Of An Abusive Plan When it comes to taxes, using strategies to minimize taxes is an aspiration of every business owner. But it is important to ensure that the tax... Read More
Education August 3, 2020 Using Captives to Insure Against Black Swan Events In case you missed it – Sometimes, third-party commercial insurance policies are not always enough. These policies often contain exclusions... Read More