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Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer

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Manage episode 397062167 series 3550022
Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing captive insurance solutions to safeguard businesses. In today’s episode, Chad provides practical examples and red flags to navigate, making it an essential listen for those seeking advanced strategies to fortify their financial stability.

Key Takeaways:

  • Ideal candidates and business scenarios for captive insurance.
  • Practical examples of captive insurance applications.
  • IRS scrutiny and compliance.

Resources:

2024 Planning Resources

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

54 episoder

Artwork
iconDel
 
Manage episode 397062167 series 3550022
Innhold levert av Patrick Lonergan. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Patrick Lonergan eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing captive insurance solutions to safeguard businesses. In today’s episode, Chad provides practical examples and red flags to navigate, making it an essential listen for those seeking advanced strategies to fortify their financial stability.

Key Takeaways:

  • Ideal candidates and business scenarios for captive insurance.
  • Practical examples of captive insurance applications.
  • IRS scrutiny and compliance.

Resources:

2024 Planning Resources

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

54 episoder

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