Captive Insurance Tax Forum

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Date and Time



Eversheds Sutherland

999 Peachtree Street NE

Suite 2300

Atlanta, Georgia 30309

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Event description


A two-day conference with group live instruction featuring a comprehensive update on the legal, tax, and financial aspects of the captive insurance industry today.

CLE and CPE credit available.

View printable flyer.


Monday, February 26 | 7:30 a.m. - 5:15 p.m.

Tuesday, February 27 | 7:45 a.m. - 3:15 p.m.

Topics will include:

        • Business Reasons for Utilizing an Insurance Affiliate

        • Evolution of Federal Taxation of Captives

        • Potential Tax Benefits of an Insurance Affiliate

        • Onshore Captive Tax and Regulatory Considerations

        • Offshore Captive Tax and Regulatory Considerations

        • Risk Distribution: Siblings or Strangers? Or Exposure Units?

        • Employee Benefits as Third Party Risk

        • Federal Excise Tax Developments

        • Pools and Other Third Party Risks – What, Where and Why

        • Redomiciling of Captive Arrangements

        • Impact of Tax Reform on Captives/Captive Owners Plus Discussion of Recent Captive Rulings and Cases

        • State Taxation of Captives

        • Repatriation of Captive Profits

        • Sec 831(b) Election and Consequences

        • Overview of Cell, Series and Rent-a-Captives

        • Basics of Captive Tax Compliance


              • Tom Jones, McDermott Will & Emery LLP

              • Arthur Koritzinsky, Marsh USA Inc.

              • Dan Kusaila, Crowe Horwath LLP

              • Chaz Lavelle, Bingham Greenebaum Doll LLP

              • Angela Walitt, Baker & McKenzie LLP

              • P. Bruce Wright, Eversheds Sutherland (US) LLP

              View the full agenda.

              Additional Information:

              Registration Fee: $500

              Capacity is limited. Registrations will be accepted on a first-come, first-served basis. Fee includes continental breakfasts, lunches, refreshment breaks and course materials in electronic format.

              CPE/CLE Credit Available:

              Crowe Horwath LLP will award up to 15.5 (14 Tax; 1.5 Specialized Knowledge) to participants within 30 days after program when presenters have provided required documentation and when participants have properly signed in on site at the event. Additional CPE information.

              Approximately 12.75 hours of general continuing legal education (CLE) credit is approved in California, Georgia and Texas, and approximately 15 hours of CLE credit is approved in New York. Certificates of attendance will be provided for attorneys seeking CLE credit in other jurisdictions. This program is transitional which is appropriate for newly admitted attorneys.

              Hotel Accomodations:

              Hotel accommodations are at your own discretion. Below is a list of hotels in close proximity to the Eversheds Sutherland Atlanta office. Please contact the relevant hotels directly for information and reservations.

              Hotel and Distance

              Hyatt Atlanta Midtown 250 ft.
              125 10th Street NE

              Loews Atlanta 0.2 mile
              1065 Peachtree Street NE

              Residence Inn by Marriott 0.4 mile
              1041 W Peachtree St NW

              Four Seasons Atlanta 0.5 mile
              75 14th Street NE

              Atlanta Marriott Suites Midtown 0.5 mile
              35 14th Street NE

              Renaissance Atlanta Midtown 0.5 mile
              866 W Peachtree Street NW

              W Atlanta Midtown 0.5 mile
              188 14th Street NE


              If you are unable to attend this event, you may transfer your registration to another person from your company for the same event. There will be no charge or penalty for substitution. To request a transfer, contact with the new attendee information more than 10 business days prior to the conference start date.

              On the first day of the event, absent attendees will be considered “no shows” and will not be eligible for a refund or transfer. Cancellations must be made in writing to more than 10 business days before the event and will be assessed a $40 conference setup fee. Cancellations will not be accepted if notice is received fewer than 10 business days before the event.

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              Date and Time


              Eversheds Sutherland

              999 Peachtree Street NE

              Suite 2300

              Atlanta, Georgia 30309

              View Map

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