Thursday, June 15, 2017

Captive Insurance and Other Tax Reduction Strategies – The Good, Bad, and Ugly

Captive Insurance and Other Tax Reduction Strategies – The Good, Bad, and Ugly

1 comment:

  1. The IRS has initiated audits of hundreds of taxpayers with captive insurance companies and is also examining practitioners that are assisting CICs with compliance. For those businesses and practitioners found uncompliant with IRS standards, the consequences are severe and could include understatement and negligence penalties, as well as potential unwinding of the captive formation and loss of important tax benefits.
    If you or your client's CIC is already facing IRS examination, now is the time to let our experts defend your interests in the following areas:
    Audit defense
    Substantiation and documentation assistance
    Risk assessment of your captive (pooling analysis)
    Audit readiness
    Strategic help on future compliance
    For those seeking to protect their CIC, don't wait until the IRS starts an examination to ensure you are up to code. With a staff that includes former IRS commissioners, experienced litigators and tax and legal specialists, alliantgroup's Tax Controversy Services team can help ensure that you or your client's CIC is fully compliant and in line with IRS standards. Our services include:
    UTP review
    FIN 48 analysis
    Review and prepare areas of concern
    Analysis of foreign bank report filings
    Review of foreign bank report filings
    Internal procedures and best practices consultation
    RS audit/exam representation
    State audit/exam presentation
    Substantiation and documentation
    assistance
    Evaluation of insured risks
    Compliance review
    Risk pool review

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