831(b) Captives: What Advisors Need to Know Before Recommending One to a Client
A candid guide for CPAs, attorneys, and advisors on when an 831(b) captive genuinely fits a client — and the insurance substance that makes it defensible.
Insights
Single-owner captives and the Section 831(b) election — how they work, who they fit, and how to build them as genuine insurance.
A candid guide for CPAs, attorneys, and advisors on when an 831(b) captive genuinely fits a client — and the insurance substance that makes it defensible.
A plain, step-by-step look at forming an 831(b) micro-captive — who it fits, the path from feasibility to ongoing management, and where it doesn’t.