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831(b) SMALL CAPTIVE INSURANCE COMPANIES FOR CFOs AND CONTROLLERS

831(b) SMALL CAPTIVE INSURANCE COMPANIES FOR CFOs AND CONTROLLERS

Please note: Upon registration, attendees will be asked to fill out a survey. Results of the survey will be discussed during the webinar.
Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 10, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar is for CEOs, CFOs, Controllers, VP of Finance and business owners, as well as other decision makers in the organization. After participating in this course, you’ll understand how establishing a Captive Insurance Company that qualifies as a small company under Code Section 831(b) can save you money, provide asset protection, save on your estate taxes, and cover risks that are unique to your industry. Over 80% of Fortune 500 companies take advantage of Captive Insurance Companies. Now companies of all sizes can take advantage; learn how this benefit can work for you. Bob Greenberger, partner at Habif, Arogeti & Wynne, LLP and webinar teacher, is recognized as a market leader in implementing 831 (b) Captive Insurance Companies. Once you are registered for this Captive Insurance Company free webinar, you will receive a survey questionnaire to fill out. Results of the survey will be revealed on the call so that you can benchmark your company. It is important to take the benchmarking survey.

Learning Objectives

  • Obtain a comprehensive understanding of the role played by captive insurance companies

  • Identify tax planning opportunities for clients who utilize CICs

  • Describe how businesses can reduce and better manage expenses and risks

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert Greenberger, CPA, PFS, AEP, MAcc

Habif, Arogeti & Wynne, LLP
Partner in Advisory Business Services Group at Habif, Arogeti & Wynne, LLP
robert.greenberger@aprio.com
(404) 814-4949

Haw

A Principal in the Tax Department at HA&W, Bob has over 25 years of experience with a strong concentration in taxation, estate planning and closely held businesses. Bob is a member of the American Institute of Certified Public Accountants and has earned its designation of Personal Financial Specialist. He served on the Board of Directors of the Georgia Society of Certified Public Accountants and is a past president of the Atlanta Chapter. He is also the past president of the Atlanta Estate Planning Council, Inc. Bob's clients call on his extensive experience in real estate, captive insurance companies, family limited partnerships, trusts, Subchapter S corporations, and estate planning. Bob has authored articles, instructed seminars, been featured as an expert on radio shows and television interviews, and spoken on numerous topics including Buying and Selling a Business in Georgia, Limited Liability Companies and Limited Liability Partnerships, Estate and Gift Tax Planning, Roth IRA conversions, captive insurance company planning, and individual income topics. Bob is co-author of FOR GEORGIA DOCTORS: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning (published July 2011).

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Haw

Angela is a partner is the Advisory Business Services Group at Habif, Arogeti and Wynne, LLP. Angela sets records. The Atlanta Business Chronicle recently named her as one of the 40 professionals to watch who are under 40 years old, and she is one of the youngest people to make partner at Habif, Arogeti & Wynne, LLP, where she began her career. Additionally, Angela is the first African American partner of HA&W. Every day, Angela provides tax services to corporations, partnerships and individuals, with extensive experience in working with owners and managers of professional services companies as well as commercial real estate businesses. In addition, she advises nonprofit organizations. Angela is also actively engaged with the Firm's captive insurance service line. Angela focuses her finance and accounting expertise on women-owned businesses, enabling them to become sustainable entities for the long-run. In a recent article, the Kauffman Foundation said that women-owned business are the U.S.' "secret weapon" for long-lasting economic success. Angela empowers women, by educating them on tax planning, nonprofits and business opportunities. During her 15 year career, Angela has helped clients resolve issues with the Internal Revenue Service and various state agencies. Angela earned her Bachelor of Business Administration and Masters of Accounting, with a concentration in taxation, from the University of Georgia. She has authored several articles about tax and not for profits.

About Our Presenter

Haw
HA&W exists to help clients build value by providing an unmatched quality of accounting services while being mindful of our responsibility to the public interest. We are dedicated to providing our staff a working environment that helps them to achieve their maximum potential. Isaac Habif and Jimmy Arogeti started the Firm in 1952. Merrill Wynne joined the firm in 1962 and became a partner in 1970, and the firm name was changed to Habif, Arogeti & Wynne. Since then, we have steadily expanded our services to meet the needs of our clients and HA&W has grown to be one of the 100 largest accounting firms in the country and the largest independent accounting firm in Georgia. While most of our clients are headquartered in the Southeast, we also serve a number of companies nationwide and internationally. With 48 partners and over 300 employees, HA&W continues to grow and expand services to meet the changing client needs. We have organized the firm into industry groups so our people know the particular regulations and special issues of the companies they advise. We have developed functional specialties in areas such as employee benefits, financial staffing, litigation consulting services, international tax, mergers & acquisitions consulting, asset management and many others, transforming our firm into a single source for all your financial needs. In addition to traditional accounting and tax services, we also provide a wide array of financial solutions including management consulting, financial planning, technology consulting and financial staffing to clients in a variety of industries. As a member of Baker Tilly International, we support our clients wherever they want to be. Baker Tilly International is a worldwide association of leading accounting firms, with affiliates in more than 90 countries. We intend to continue our tradition of growth and optimum client-service in our new space at the Concourse Office Park.