Captive Insurance 101

Heard Rumors Captives are Scary? We Squash the Myth!

Captives aren't scary...they're spectacular! The proper formation and management of a captive is essential to ensure that it provides the benefits you want, and meets IRS regulations. Questioning if captives are valid and/or safe? Join us for this webinar where we'll answer your questions by highlighting our Clean Captive Checklist and more.

The Captive Insurance 101 Webinar Will Cover:
- What is Captive Insurance & in What Industries Do They Work
- Case Law & the Clean Captive Checklist
- How Captive Policies & Coverages Differ from Commercial Insurance
- How & When a Company Realizes the Return on Investment
- How Captives Add Value to Your Services

Captive-Core-Entire-Circle-3-Sections-Slant-Bars

Ken Huffman, CPA Biography

Ken Huffman, CPA graduated from Texas A&M University with a degree in accounting. Mr. Huffman began his career in accounting with KPMG Peat Marwick performing audits, then, moved to a smaller CPA firm. While there, he conducted tax returns of individuals, corporations, partnership and trusts, as well as compilations, reviews, and audits.

After a few years, Mr. Huffman wanted to focus on assisting CPA firms and their clients by teaching about and implementing advanced tax strategies in their businesses. This passion led to the founding of CPA to CPA, Inc. Ken’s expertise in these business strategies has saved clients millions of dollars.

With captive insurance being a premier business strategy, Ken saw a need for captive insurance managers that provided superior management services with the same professionalism and values that CPA firms exhibit. His tangible solution to this need resulted in founding Captive Nation, Inc., a captive insurance management firm.

As a CPA and captive manager, Ken is passionate about helping businesses utilize and implement advanced business and tax strategies that strengthen their core business.

Ken is a NASBA sponsor who facilitates in-person and online CPE workshops, lunch and learns, roundtables, and is also available to emcee events. Mr. Huffman advises CPAs, attorneys, family offices, financial advisors and professionals, along with M&A and insurance professionals.

Notable Links:

  • Texas Society of CPAs – Member and Volunteer Committee Co-Chair of the Fort Worth Chapter, Member of the Dallas Chapter
  • Texas Consilium – Member, Volunteer Committee Chair, and Business Advocate
  • CPASpeaker.com – Schedule Ken as a Presenter, Public Speaker, and/or Event Emcee
  • CPAtoCPA.com – Captive Nation Affiliate, Business and Advanced Tax Strategies

Thursday, October 29th

10:00 am to 10:30 am CST

Did you miss the event? We schedule webinars frequently. Bookmark this page and check back often!

Benefits of Captive Insurance

- Increased Coverage
- Access Reinsurance Market
- Reduced Insurance Costs
- Capture Underwriting Profit
- Pricing Stability
- Improved Claims Review and Processing
- Tax Benefits
- Investment Income
- Increased Cash Flow
- New Revenue from Insurance and Warranties
- Asset Protection
- Leverage Capital
- Recoverable Premiums

Captive Nation Brings

Captive Insurance

Expertise to You!

Heard Captive are Scary?
We Squash the Myth!

Proper formation and management of a Captive is essential! Join us as we present an overview of how our Clean Captive Checklist and services provide just what you need.

Thursday, October 29th

10:00-10:30 am CST

Did you miss the event? We schedule webinars frequently. Bookmark this page and check back often!

Our Webinar Will Cover:
- What is Captive Insurance & in What Industries Do They Work
- Case Law & the Clean Captive Checklist
- How Captive Policies & Coverages Differ from Commercial Insurance
- How & When a Company Realizes the Return on Investment
- How Captives Add Value to Your Services

Benefits of
Captive Insurance

- Increased Coverage
- Access Reinsurance Market
- Reduced Insurance Costs
- Capture Underwriting Profit
- Pricing Stability
- Improved Claims Review and Processing
- Tax Benefits
- Investment Income
- Increased Cash Flow
- New Revenue from Insurance and Warranties
- Asset Protection
- Leverage Capital
- Recoverable Premiums

Ken Huffman, CPA Biography

Ken Huffman, CPA graduated from Texas A&M University. Ken began his career in accounting with KPMG Peat Marwick performing audits, then, moved to a smaller CPA firm. While there, he conducted tax returns of individuals, corporations, partnership and trusts, as well as compilations, reviews, and audits.

After a few years, Mr. Huffman wanted to focus on assisting CPA firms and their clients by teaching about and implementing advanced tax strategies in their businesses. This passion led to the founding of CPA to CPA, Inc. Ken’s expertise in these business strategies has saved clients millions of dollars.

With captive insurance being a premier business strategy, Ken saw a need for captive insurance managers that provided superior management services with the same professionalism and values that CPA firms exhibit. His tangible solution to this need resulted in founding Captive Nation, Inc., a captive insurance management firm.

As a CPA and captive manager, Ken is passionate about helping businesses utilize and implement advanced business and tax strategies that strengthen their core business.

Ken is a NASBA sponsor who facilitates in-person and online CPE workshops, lunch and learns, roundtables, and is also available to emcee events. Mr. Huffman advises CPAs, attorneys, family offices, financial advisors and professionals, along with M&A and insurance professionals.

Notable Links:

  • Texas Society of CPAs – Member and Volunteer Committee Co-Chair of the Fort Worth Chapter, Member of the Dallas Chapter
  • Texas Consilium – Member, Volunteer Committee Chair, and Business Advocate
  • CPASpeaker.com – Schedule Ken as a Presenter, Public Speaker, and/or Event Emcee
  • CPAtoCPA.com – Captive Nation Affiliate, Business and Advanced Tax Strategies

Captive Nation Brings

Captive Insurance

Expertise to You!

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