Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing captive insurance solutions to safeguard businesses. In today’s episode, Chad provides practical examples and red flags to navigate, making it an essential listen for those seeking advanced strategies to fortify their financial stability.

Key Takeaways:

• Ideal candidates and business scenarios for captive insurance.
• Practical examples of captive insurance applications.
• IRS scrutiny and compliance.

Resources:

2024 Planning Resources

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Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien