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White Papers 

Our White Papers represent authoritative reports and plain-English guides to inform business owners, advisors, CPAs and other readers concisely about complex issues in law.  Our purpose is in presenting a White Paper is to provide our philosophy and understanding on the matter, often in a short one-page format meant to inform the reader to better understand an issue, solve a problem, or make a decision.

White Papers are regularly updated to ensure compliance with the variety of on-going guidance received from State and Federal governing bodies, regulatory agencies, and relevant case law.  

Please CLICK HERE for our recently published extended White Paper: Updating the Summary of Abusive Captive Insurance Practices originally published with the Utah Association of CPAs in 2013 (Click Here for Original Article).  

We have produced White Papers on topics relevant to our practice areas and on topics such as:

Risk Management Strategies for Business Owners

Updates on IRS Ant-831(b) Captive Insurance Companies

Alternative Investment Strategies through Life Settlement Portfolios

Current Disclosure Requirements for Material Advisors and Certain Taxpayers

IRS Anti-abuse Actions - such as IRS Notice 2016-66

If you are interested in copies of our most current White Papers, please contact Geoff Dietrich by email: or by phone at (801) 367-0340.