Overview Experience People Events News Intelligence Insurance Taxation Wisconsin Premium Tax Audit for Life and Health Insurer Represented a large international life insurance company in a premium tax audit by the Wisconsin Office of the Commissioner of Insurance and successfully negotiated... Complex Tax Planning Project for Insurance Company in Receivership Complex tax planning project for regional health insurance company in receivership that received large litigation recovery in 2011. Representing P&C Insurance Company in IRS Audit on Unpaid Loss Reserves Represent a major multistate professional liability insurance company in an IRS audit, in which the main issue is whether the company's unpaid loss reserve is "fair... Insurance Company Case in U.S. Tax Court - Loss Reserves and Other Issues Represent Sentry Insurance Company in a case filed in U.S. Tax Court in July 2011, involving a proposed $600+ million income adjustment. Primary issue is whether... Insurance Company Case in U.S. Tax Court - Loss Reserves and Other Issues Represent Acuity Insurance Company in a case filed in U.S. Tax Court in April 2011, involving a proposed $100 million income adjustment. Primary issue... Captive – Formation and Tax Matters Assisted client in the formation of an offshore captive insurance company and obtained a private letter ruling (PLR #200518010) regarding same. Captive – Formation and Tax Work Formed captive insurance company for non-profit nursing home organization and assisted with international tax issues. Captive – Risk Retention Group Formation, Regulatory and Tax Work Assisted in the formation of a hospital sponsored risk retention group to offer medical malpractice insurance to physicians with admitting privileges. Captive – Tax Issues Provided tax advice to shareholder of an offshore captive insurance company. Related 1 2 3
Wisconsin Premium Tax Audit for Life and Health Insurer Represented a large international life insurance company in a premium tax audit by the Wisconsin Office of the Commissioner of Insurance and successfully negotiated...
Complex Tax Planning Project for Insurance Company in Receivership Complex tax planning project for regional health insurance company in receivership that received large litigation recovery in 2011.
Representing P&C Insurance Company in IRS Audit on Unpaid Loss Reserves Represent a major multistate professional liability insurance company in an IRS audit, in which the main issue is whether the company's unpaid loss reserve is "fair...
Insurance Company Case in U.S. Tax Court - Loss Reserves and Other Issues Represent Sentry Insurance Company in a case filed in U.S. Tax Court in July 2011, involving a proposed $600+ million income adjustment. Primary issue is whether...
Insurance Company Case in U.S. Tax Court - Loss Reserves and Other Issues Represent Acuity Insurance Company in a case filed in U.S. Tax Court in April 2011, involving a proposed $100 million income adjustment. Primary issue...
Captive – Formation and Tax Matters Assisted client in the formation of an offshore captive insurance company and obtained a private letter ruling (PLR #200518010) regarding same.
Captive – Formation and Tax Work Formed captive insurance company for non-profit nursing home organization and assisted with international tax issues.
Captive – Risk Retention Group Formation, Regulatory and Tax Work Assisted in the formation of a hospital sponsored risk retention group to offer medical malpractice insurance to physicians with admitting privileges.