Captive Insurance

Knowing the nuances and complexities of captive insurance companies is a must when it comes to providing tax compliance, audit, and consulting services to these types of entities. Looking beyond traditional insurance, the principals at Jarrard, Nowell & Russell are highly experienced and skilled in captive insurance consultation and performing the audits and tax compliance that they require. Captive insurance companies are unique—they have significant tax matters, regulatory compliance, and accounting issues that other insurance companies do not encounter.

Often, an initial consultation is recommended to assess the feasibility of a captive. If deemed appropriate, it can provide substantial tax and nontax benefits to their shareholders. The planning, formation, and management of a captive are intricate, and the professionals at JNR guide their clients in the process of setting up and identifying providers to help the organization achieve its risk management goals.

The lead principal in this practice area, Will Russell, CPA is a veteran of over thirty years in corporate financial management and captive insurance company management, and he is also the President of the South Carolina Captive Insurance Association (SCCIA).

Please contact us to learn more:

William A. Russell III, CPA
Partner
Phone: 843.723.2768 | Email: wrussell@jnrcpas.com