573: Charles Spitzer: How To Use A Captive Insurance Strategy For Your Business

My guest in this episode is Charles Spitzer began his career in
1977 with the international CPA firm of Peat Marwick, now KPMG.
His practice was centered in financial institution work. In 1983
he started a CPA and business advisory firm based in the Dallas
Fort Worth area that became a specialist in financial service
organizations, with an emphasis in insurance entities. He grew
that practice to become one of the top 25 CPA firms in Tarrant
County. In 2003, he sold the CPA practice and joined a Dallas
based financial service organization, serving as an equity
partner and Chief Financial Officer for the affiliated group of
companies.


During his tenure with the financial service organization, he
became proficient in the planning aspects of using 831 (b)
captive insurance companies as an effective risk transfer
vehicle. After successfully assisting clients in the
implementation of the strategy, he made the decision and founded
Captive Insurance Group, LLC.


His significant experience as a tax professional with significant
insurance experience brings expertise to the implementation of
the captive insurance strategy from both a regulatory and tax
perspective.


Interview Links:


Captive Insurance Group



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Live your Freedom, Live your Legacy, on your OWN Terms,


 


M.C. Laubscher