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March 24, 2025

28:46

Speakers: Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).

Corporate Tax Services Financial Services Insurance Tax Services

Article

February 20, 2025

Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.

Corporate Tax Services Financial Services Financial Services Regulatory Compliance Insurance Tax Services

Case Study

November 27, 2024

Discover how Ullico achieved SOX compliance, operational improvements, and strengthened cybersecurity through Cherry Bekaert’s advisory services.

Financial Services Insurance Risk Advisory Services Sarbanes-Oxley (SOX) Compliance Services

Article

November 6, 2024

Learn the key steps in the business site selection process, from feasibility analysis to negotiating tax credits and incentives.

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