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.
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
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).
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.