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Tuesday, December 14 • 8:45am - 10:00am
Captive Taxation Update

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This session will provide an update on court cases and general taxation issues affecting captive insurance companies, as well as a discussion of recent developments in federal and state captive taxation.

Learning Objectives: 
1. Educate attendees about recent federal captive taxation case law and regulatory developments.
2. Educate attendees about recent state captive taxation case law and regulatory developments.
3. Impact of potential tax changes proposed by Biden

avatar for Alan Fine

Alan Fine

Partner, Armanino LLP
Alan has more than 28 years of tax experience and has worked closely with insurance companies for 26 years. He specializes in the taxation of insurance companies and is responsible for serving insurers writing fidelity, personal and commercial lines; medical and life insurance; and... Read More →
avatar for Ben Glenn

Ben Glenn

Shareholder, Bauknight, Pietras & Stormer, P.A.
R. Benjamin (Ben) Glenn, CPA, is partner-in-charge of all income tax preparation and is responsible for all tax filings for our captive insurance company clients.  He also provides related consulting services to captive insurance companies during the formation stage with regard to... Read More →
avatar for Laurie Bizzell

Laurie Bizzell

Tax Senior Manager, Bennett Thrasher
Laurie Bizzell leads Bennett Thrasher’s Insurance Tax Practice. Laurie has more than 20 years of experience in the insurance industry, providing tax consulting and compliance services to U.S. and foreign insurance companies, offshore investment companies and multinational clients... Read More →
avatar for Tony Greer

Tony Greer

Of Counsel, Dickinson Wright PLLC
Tony Greer practices in the areas of insurance, administrative and regulatory, and tax law. Mr. Greer has advised captives, risk retention groups, traditional insurers, multiple employer welfare associations, self-insureds, and insurance producers on, formation and licensing, contractual... Read More →

Tuesday December 14, 2021 8:45am - 10:00am CST
Grand Ballroom 3 (Renaissance - Lobby Level) 611 Commerce St Nashville, TN 37203