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011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer

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Manage episode 397062167 series 3550022
Content provided by Patrick Lonergan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Lonergan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing captive insurance solutions to safeguard businesses. In today’s episode, Chad provides practical examples and red flags to navigate, making it an essential listen for those seeking advanced strategies to fortify their financial stability.

Key Takeaways:

  • Ideal candidates and business scenarios for captive insurance.
  • Practical examples of captive insurance applications.
  • IRS scrutiny and compliance.

Resources:

2024 Planning Resources

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 397062167 series 3550022
Content provided by Patrick Lonergan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Lonergan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing captive insurance solutions to safeguard businesses. In today’s episode, Chad provides practical examples and red flags to navigate, making it an essential listen for those seeking advanced strategies to fortify their financial stability.

Key Takeaways:

  • Ideal candidates and business scenarios for captive insurance.
  • Practical examples of captive insurance applications.
  • IRS scrutiny and compliance.

Resources:

2024 Planning Resources

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

37 episodes

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