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Wed, Apr 24

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Olde Mecklenburg Brewery (LoSo)

CPE Training Course on Captives

Time & Location

Apr 24, 2024, 1:00 PM – 4:00 PM

Olde Mecklenburg Brewery (LoSo), 4150 Yancey Rd, Charlotte, NC 28217, USA

About the event

This course is designed to introduce participants to the rapidly growing use of Captive Insurance within Risk management programs. Risk management is the process of identifying, assessing, and controlling financial, legal, strategic and security risks to an organization’s capital and earnings. This session will review basic insurance and risk management fundamentals, leading into how the strategies are evolving for growing businesses. We will provide ample information on Small Business Captives that are regulated under IRC 831(b) as well as how they can be significantly effective for the right qualified organization. Importantly, we will review IRS guidelines by discussing case studies (positive and negative).

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