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Ryan Haley

Insurance agent with Unbridled Wealth and financial planner/investment advisor with Valerity Wealth. Introduces Sean King and provides context to the captive insurance discussion.

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Nov 15, 2024 • 1h 15min

Extreme Tax Saving Strategy for Business Owners!

Join Sean King, a captive insurance expert and CPA, alongside Ryan Haley, a financial planner, as they dive into the world of captive insurance. They explore how business owners can control their insurance dollars, save on taxes, and build wealth. Learn how creating your own insurance company can mitigate risks while accumulating assets. They also discuss the importance of compliance to avoid IRS scrutiny and share strategies to navigate alleged risks in leveraging captive insurance for tax benefits.