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Replace Tax Planning with “Golden Egg” Allocation Strategies
February 15 2021

Replace Tax Planning with “Golden Egg” Allocation Strategies

Randy Sadler Recent Headlines

CPA Practice Advisor features CIC Services’s Randy Sadler as he explains how a captive insurance program can help business owners protect their business assets while also helping to reduce tax liabilities.

Read the full article here.

Mitigating Losses from Intellectual Property Theft Webinar: 2020 Lessons Learned: Captive Insurance And What The Future Likely Holds For Middle-Market Companies

Related Posts

Recent Headlines

Mitigating Losses from Intellectual Property Theft

Treasury & Risk publishes an article by Randy Sadler of CIC Services on how companies can best protect their businesses from IP theft and other theft risks.   Click here to read the full article. Click here to download PDF.  

Recent Headlines

Increase in manufacturing companies pursuing captives, says CIC Services

There has been an increase in manufacturing companies pursuing captive insurance as a solution to the insurance conundrum, according to Randy Sadler, a principal with CIC Services.

Recent Headlines

Manufacturers Should Consider Captives

Manufacturing companies should consider using captives to fill gaps in their commercial insurance coverage, according to Randy Sadler, a principal with CIC Services.

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Captivating Thinking

  • 2020 Lessons Learned: Captive Insurance And What The Future Likely Holds For Middle-Market Companies
  • 2021 May Be The Year For A Contract CFO
  • Webinar: 2020 Lessons Learned: Captive Insurance And What The Future Likely Holds For Middle-Market Companies
  • Replace Tax Planning with “Golden Egg” Allocation Strategies
  • Mitigating Losses from Intellectual Property Theft

Contact CIC Services

9721 Cogdill Road, Suite 202
Knoxville, TN 37932
Phone: 865.248.3044
Fax: 865.966.1199

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Stronger Business Model

Businesses who implement ERM programs combined with a captive to plan for unforseen risks stand a better chance of surviving, and passing to the next generation.

Improved Cost Controls

Captive owners can leverage their ERM and captive programs to improve their negotiating ability when renewing their commercial insurance coverages.

Wealth Accumulation

Profitable captives will see their reserves grow over time to significant sums which can be utilized by their owners for retirement or other life cycle needs.

Advantageous Tax Treatment

Insurance companies are the only entities allowed to expense projected future expense against current-year revenues (claim reserves). Small captives (premiums of $2.2M or less per year) may also elect to only be taxed on their investment income, potentially resulting in substantial tax savings for their owners.

Insurance Profits

Utilizing your captive to reduce or replace your commercial insurance coverage with policies issued by your captive allows you to capture insurance profits previously realized by the carriers.

Improved Risk Management

Adding a captive and ERM program will result in a higher awareness and enhanced strategies for how your organization thinks about and plans for all risks.

Asset Protection

The assets held by a properly organized and managed captive enjoy a very high degree of protection from both the business’ and business owner’s creditors.