Arizona Captive Insurance Association
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  • January Virtual Program: Captives and Taxes - CLE Offered!

January Virtual Program: Captives and Taxes - CLE Offered!

  • 18 Jan 2023
  • 7:30 AM - 8:45 AM
  • Virtual via Zoom


  • Recognition on the website, email blasts
    Opportunity to speak during the program

Registration is closed

Captives and Taxes

Join us on Wednesday, January 18, 2023

Nationally recognized as an authority in the captive insurance industry, Bruce Wright counsels companies on a wide range of tax and insurance law issues, including formation of commercial offshore privately and publicly held entities. He also works with clients on the development of structured financial products such as securitizations, swaps, options and similar products used as alternatives to conventional risk financing mechanisms such as "rent-a-captives" and "cell companies."

Representing domestic and foreign-based clients, Bruce advises property and casualty insurance and reinsurance companies, guides the formation of single parent/group captive insurers and counsels risk retention groups. With more than four decades of experience, he has helped clients successfully navigate an array of complex federal income tax issues such as debt or equity characterization, engaging in U.S. trade or business issues, continuity of interest, passive foreign investment company status, controlled foreign corporation status, limitations on the use of net operating losses, cancellation of indebtedness income, consequences of debt modification, original issue discount, federal excise tax and state premiums paid to foreign investors. Click here to learn more.

Saren Goldner focuses her practice on international tax, insurance, reinsurance and insurance tax issues, including structuring non-U.S. operations, captive insurance companies, insurance characterization and other insurance specific tax issues. She advises clients on public and private securities offerings (including securitizations and catastrophe bonds), the structuring of international insurance operations, (including the application of tax treaties, FATCA, the CFC, and PFIC rules and other tax issues arising as a result of cross border operations), the formation and operation of captives and cell companies and tax exempt issues.

Saren was tax counsel at a large international law firm before joining Eversheds Sutherland (US). In addition, she served as a judicial clerk for the Honorable Herbert L. Chabot at the United States Tax Court. Click here to learn more.

CLE & CPE Offered

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour toward your annual CLE requirement for the State Bar of Arizona, including 1 hour(s) of professional responsibility.

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