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The Family Biz Show

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  2. 831(b) Captive Insurance Plans: Balancing Benefits and Scrutiny | The Family Biz Show Ep. 44

831(b) Captive Insurance Plans: Balancing Benefits and Scrutiny | The Family Biz Show Ep. 44

Oct 22, 2021

Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny 

During this episode, we’ll discuss the 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives, including: 

  • Why the IRS recently sent out a “soft warning” letter to 831(b) plans and  
    what it means for Captives. 
  • Risk Management utilizing tax code 831(b). 
  • How an 831(b) can help businesses weather economic downturns. 
  • When a Captive Insurance Company is NOT right for your business. 

If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! 

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