Captive insurance can have perfectly legal tax and financial benefits, but some companies go too far Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, ...

Oklahoma officials exploring captive insurance for state and local risks received backing in a formal opinion from Attorney ...

Business, by nature, is risky. Even with proper research and planning, business owners know to expect the unexpected. Nonetheless, part of proper planning may include business owners managing their ...

Equipment Vendors Can Launch Captive Financing Now to Outsource Admin, Leverage AI Boom & Rate Cuts to Boost Sales ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. A captive fund ...

Captive organizations primarily provide insurance to the parent organization that created them. The captive firm meaning is to act a legal veil that protects their parent in the event of a large ...

Financial advisors wear many hats: balancing clients’ financial wants, needs and goals with the realities that markets present, and managing clients’ subsequent expectations and reactions through ...