Events

0e7b2037-e159-4522-af9b-63a657ecd0432020 VCIA Webinar - "Captive Taxation: What You Need to Know" - December 8th9893a89b-73c9-464f-92b8-2117797e2f4f<div><span style="font-family: Arial; font-size: 10pt;"><br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><div><strong style="font-family: Arial; font-size: 10pt;">Date:</strong><span style="font-family: Arial; font-size: 10pt;">                                           December 8, 2020<br /></span></div><div>  </div></div><div style="font-family: "Times New Roman"; font-size: medium;"><strong style="font-family: Arial; font-size: 10pt;">Time:</strong><span style="font-family: Arial; font-size: 10pt;">                                           1:00 - 2:00 p.m. EST</span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div id="pastingspan1" style="display: inline-block;"><div id="pastingspan1"><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;"><strong>Panelists: </strong></span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;"><em>Charles J. (Chaz) Lavelle</em>, Partner, Dentons Bingham Greenebaum LLP<br /></span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;"><em>Daniel Kusaila, </em>Partner, Crowe LLP <br /></span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;"><strong><br /></strong></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><span style="font-weight: bold;">Moderator: </span></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em>Sean Barnes, </em>VP Finance and Administration and CFO, United Educators<br /></span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>Content Advisors: </strong></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em>Jillian Mulcahy</em>, Johnson Lambert LLP<br /></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em>Michael Richter, </em>Johnson Lambert LLP<br /></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em style="font-weight: bold;">  </em><br /></span></div></div></div></div><div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>Program Content: </strong></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">VCIA proudly presents its annual captive taxation update! Join us on December 8th as our noted captive tax specialists share their knowledge on the latest 2020 tax developments, and outline what will occur in 2021, which is projected to be a busy year in captive tax. <br /></span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">State tax activity from 2020, including by the State of Washington, will be explored in detail. recent notable court cases and IRS actions will be highlighted, as well as the GAO study of offshore captives and the U.S. Supreme Court of CIC Services, LLC case. And of timely importance, our experts will speak to potential consequences for captives arising from the November U.S. election. </span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">Curious to learn about what's happening in the States, the courts and the IRS (which are each likely to produce significant actions in 2021)? Register today! </span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">Panelists include Daniel Kusaila and Charles Lavelle, each of whom has been recognized in the Captive Review Power 50 as well as numerous other industry awards. This webcast offers a great opportunity to keep up with the latest developments, facilitating future informed decisions for your captive. <br /></span></div><div> </div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><div> <strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">Learning Objectives: </span></strong></div> <span style="font-family: Arial, sans-serif; font-size: 10pt;">After completing this webinar, the participant will know:                                                                                                 <br /></span></div><div style="text-indent: 0px;"><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Explain the IRS' decisions affecting small captives and the potential impact on captives of all sizes<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Cite potential impacts of pending insurance tax litigation and other crucial issues captives may face in 2021<br /></span></div><div><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Identify how the U.S. election results may create new challenges or opportunities for captive programs<br /></span></div><div><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Discuss challenges and successes a captive may encounter due to changes in state tax cases, laws and administration</span> </div><div><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;"><br /></span></div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><div><span style="font-family: Arial, sans-serif; font-size: 10pt;">Although there may be time during the webinar to take questions, to take full advantage of the time allotted to this important discussion, please submit questions in advance by December 7th to </span><a href="mailto:info@vcia.com" style="font-family: Arial, sans-serif; font-size: 10pt;">info@vcia.com <span style="font-family: Arial, sans-serif; font-size: 10pt;"></span></a></div><div> </div><div><span style="font-family: Arial, sans-serif; font-size: 10pt;"><strong>Seminar Credentials: </strong></span> </div></div></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>      Level:</strong> Intermediate <br /></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>      Advance Preparation: </strong>None</span></div><div>       <span style="font-family: Arial; font-size: 10pt;"><strong>Field of Study:</strong> Taxes<br /></span></div><div>       <span style="font-family: Arial; font-size: 10pt;"><strong>CPE, CLE or CRE Credits:</strong> 1 </span></div><div><strong>       </strong><span style="font-family: Arial; font-size: 10pt;"><strong>ICCIE Credit: </strong>1 ACE CE and 1 ICCIE Teleconference Credit <br /><strong>      </strong></span><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">Delivery Method:</span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"> Group Internet Based</span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>      Prerequisite: </strong>Basic understanding of tax and captive operations. <br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><strong>Seminar Fees:</strong></span></span></span></span></span></span></span></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>      VCIA Members:</strong> $100.00 <br />  <em>       $85.00 per person rate for three or more from one VCIA member company</em><br /><strong>      Non-Members:</strong> $150.00 <br />  <em>       $135.00 per person rate for three or more from one VCIA non-member company</em><br /><br /><em>*Please note:</em> In order to qualify for the three or more rate, all members of the group must be registered at the same time by phone. Please contact <strong>Megan Precourt </strong>at <strong>802-658-8242</strong> for further details. </span></div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>REGISTRATION DEADLINE: December 7th 2020<br /></strong></span></div><div><span style="font-family: Arial; font-size: 10pt;"><br />This webinar will be via computer only. No phone-in option is available. Full instructions will be sent to all registrants a few days prior to the webinar. Participants must be pre-registered/paid to participate in the webinar. There are no refunds permitted but advance substitutions are allowed. </span><span style="font-family: Arial; font-size: 10pt;">For more information regarding administrative policies such as complaints and refunds, please contact the VCIA office at 802-</span><span style="font-family: Arial; font-size: 10pt;">658-8242 or email Diane Leach at </span><u style="font-family: Arial; font-size: 10pt;">leach@vcia.com</u><span style="font-family: Arial; font-size: 10pt;">.</span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div><div><span style="font-size: 13.3333px;"><br /></span></div><span style="font-family: Arial; font-size: 10pt;"><div style="text-align: center; "><em style="font-size: 10pt;">Vermont Captive Insurance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.</em></div></span></div>2020-12-08T00:00:00-05:00Join us for our upcoming webinar on December 8th! This webinar offers a great opportunity to keep up with the latest developments on captive taxation! Register now!7fd48113-03c1-42e2-a539-a3601458cdc801. Captive Taxation: What You Need to Know928f40d2-600a-451e-b1c9-fececcf00456Sean Barnes, CPAspeakerSean Barnes is the chief financial officer and chief investment officer for United Educators Insurance, a Reciprocal Risk Retention Group. He oversees all investment, finance, accounting, human resources, and facility management functions. Barnes has an undergraduate degree in accounting from James Madison University and an MBA from George Mason University. He is a CPA in the Commonwealth of Virginia and has completed The Institutes Associate in Insurance Accounting and Finance program. He also serves as a board member for the Insurance and Accounting Systems Association Mid-Atlantic Chapter and is a member of the VCIA Legislative Committee.8786e987-415f-44bf-b50f-3f7b94935ec7Daniel Kusaila, CPAspeakerDaniel Kusaila is a partner with Crowe Insurance Tax Practice. Daniel has spent his entire career serving property and casualty, captives and life insurance companies in global and multi-state environments. He has significant expertise in the taxation of traditional insurance companies, single parent captives, risk retention groups, association captives, cell companies, risk pools, and reciprocal insurance companies. Mr. Kusaila has a deep understanding of all tax aspects of insurance companies, his specific areas of concentration include FATCA, federal and state tax compliance and planning, structuring of off-shore and on-shore captive insurance companies, mergers, acquisitions & reorganizations, private letter rulings, federal excise tax compliance, GAAP financial statement reporting, and Statutory financial statement reporting. He has authored several captive insurance articles for various publications, is a frequent national speaker on topics relating to Federal and State taxation of insurance companies and is an instructor for the International Center for Captive Insurance Education (ICCIE).d630b8c0-ea23-4b01-a0f2-f5c31a1b87b8Charles J. LavellespeakerCharles J (Chaz) Lavelle was selected to the Captive Review Hall of Fame, received the 2019 VCIA “Service to the Captive Industry” award, and is a lawyer in the Louisville, Kentucky Office of Dentons Bingham Greenebaum LLP. He regularly represents clients before IRS, and is a frequent speaker and writer on captive insurance topics. Chaz was outside Tax Counsel for both Humana (brother-sister) and Ocean Drilling (unrelated business) in their captive insurance victories in the U.S. Court of Appeals. Among his civic and charitable activities, he is a past Chair of the Kentucky Chamber of Commerce.a16ddfab-96bc-48da-b145-671496fca0c302 CPE4dce50c6-2b22-46cb-927e-bc2b0ae5297803 CLE

2020 VCIA Webinar - "Captive Taxation: What You Need to Know" - December 8th

Join us for our upcoming webinar on December 8th! This webinar offers a great opportunity to keep up with the latest developments on captive taxation! Register now!

More events on the horizon

It is VCIA's mission to provide its members with the most up to date information available. Whether you attend our Professional Education Webinars, the Annual Conference, a VCIA Original Captive Road Show, Member Mixer or Legislative Day, the seminar content is sure to be well prepared, accurate and relevant.

Upcoming Events:

November 18 – VCIA Annual Meeting and 'State of the Union for Captives' update, 1:30 - 3:00 pm ET. (Via webcast)

December 8 – 'Captive Taxation' (via webcast)

January 20, 2020 - VCIA Legislative Day Event (via webcast)

August 10-12, 2021 - VCIA 2021 Annual Conference (virtual event)

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2020 VCIA Webinar - "Captive Taxation: What You Need to Know" - December 8th

More events on the horizon