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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 11, 2020

Panelists: Bob Keebler, CPA/PFS and David Slenn, JD

The Internal Revenue Service has recently increased scrutiny of micro-captive insurance structures and time is of the essence to take corrective measures for your clients. Bob Keebler, CPA/PFS, interviews expert David Slenn to get you up to speed on this issue. David answers the following questions:

  • What is the background of micro-captives?
  • What message is the IRS sending with their recent notice and why should business owners be concerned?
  • Why is the IRS urging taxpayers to receive independent counsel?
  • Can micro-captives be structured to work for tax planning purposes?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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