Presentations

Montana 11th Annual Captive Insurance Conference, Corporate Government Essentials for Captives Insurance Companies – IRS 831(b) Enforcement, Whitefish, MT (July 21, 2016). 

Montana 10th Captive Insurance Conference , The Evolving Tax Environment for Captive Insurance Companies, Whitefish, MT (July 21-23, 2015)

Western Regional Captive Insurance Conference, Uncertain Landscape: The Investment Uses and Abuses of IRC 831(b) Captive Insurance Companies (May 21, 2014).

American Conference Institute’s Captive Insurance Conference, New York City, NY, April 23-24, 2014

American Bar Association, Business Law Section Spring Meeting, Los Angeles, CA, Captive Insurance and Organizational Risk Management: Issues and Solutions (April 11, 2014).

American Bar Association, Captive Insurance Committee, Hot Topics in Captive Insurance (November 7, 2013).

University of Houston Law Center (March 7, 2012), Issues in International Taxation, Houston Business and Tax Law Journal’s Annual Symposium.

Georgia Society of CPAs (February 21, 2012), Taxation Issues Involving Captive Insurance Companies.

Brigham Young University Law School (October 11, 2011), Current Issues in Taxation & Captive Insurance Company Law.

Annual Meeting of the National Society of Certified Healthcare Business Consultants in Cincinnati, Ohio (June 24, 2011), Captive Insurance Company Law.