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Utah Captive Insurance
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  Since its release in late 2006, Jay Adkisson's book on captive insurance companies has become the all-time captive insurance bestseller, providing a basic introduction to captives and related structures and how they are properly utilized within the context of the client's overall business and estate planning.

Available now from:
Amazon and Barnes & Noble


We assist prospective captive owners and their advisors in evaluating, designing, and implementing captive solutions. We also review existing captive structures and suggest ways that they can be used more efficiently. In addition to Mr. Adkisson's firms, we also have relationships with experienced and reputable insurance managers, actuaries, underwriters, and accountants who specialize in captive insurance arrangements.

You may contact
Jay Adkisson for a telephone conference or for a speaking engagement by calling his scheduling assistant at 949.200.7753 or by e-mailing him directly to jay [at] risad.com (We serve clients nationwide).
  Riser Adkisson LLC

CAPTIVE ISSUES
Benefits
Wealth Transfer
Concepts
Types of Captives
Taxation
Formation & Licensing
Policies & Risks
Domiciles


SELECTED TAX ISSUES
Captives Taxation Overview
Stupid Captive Tricks
501(c)(15) Exemption
831(b) Election

IRS GUIDANCE
IRM 7.25.15.1
RevRul 2001-31
RevRul 2002-89
RevRul 2002-90
RevRul 2002-91
Notice 2003-34
Notice 2003-35
RevRul 2005-40

TAX CASES
1989 - Humana
1990 - Gulf Oil
1992 - Amerco
1992 - Sears, Roebuck
1993 - Ocean Drilling
1995 - Malone & Hyde
1997 - Kidde Industries
2001 - UPS

STATE DOMICILES
Arizona
Hawaii
Kentucky
Montana
South Carolina
Utah
Vermont

OFFSHORE DOMICILES
Bermuda
British Virgin Islands
Cayman Islands


CAPTIVE SCAMS


SITE INFORMATION
Contact Information
Free Newsletter & Updates
About the Captive Book
Warnings & Legal Information


ABOUT JAY ADKISSON
Background & Appearances
Asset Protection Book
Equity Indexed Annuity Book
Lost Eye Book
Quatloos.com


CONTACT INFORMATION
Phone: 949.200.7753
jay [at] risad.com
Serving Clients Nationwide




 
© 2007 by Riser Adkisson LLP. All rights reserved. No portion of these materials may be reproduced in whole or in any part without the express written permission of Adkisson Publishing Inc. Legal issues should be faxed to 877-698-0678.