We offer free CLE to CFPs who want to learn about captives. Our next webinar is October 26th at 9AM, CST. You can sign up at this link.
At the end of last year, Congress changed the rules that apply to 831(b) captives. Below is an article that explains the changes. If you need an opinion to determine if your captive is in compliance, please call us at 832.330.4101.