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Experience

Today’s tax landscape can be challenging, especially for insurers. As the leader of the firm’s insurance tax practice, I help my clients comply with legal and regulatory requirements while minimizing their income tax liabilities. My practice focuses on the taxation of health, property and casualty, and captive insurance companies as well as associated entities such as holding companies, agencies, service corporations, and other businesses that support the industry. 

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I think life really is what happens when we make other plans. Each morning when we wake up, we should be thankful for the privilege of another day and then go out and make the most of it!

Additional Thoughts

Tax alert: Avoid penalties. Report participation in micro-captive transaction by May 1
If your business has participated in a micro-captive insurance transaction, act quickly to comply with the new rules.
Margarete Chalker
Article January 04, 2017 2 min read