CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Insurance & IRS Navigation

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

This course was recorded live at the 2023 New Money Summit.

Learn how to guide insurance companies through the complexities of IRS regulations.

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Learning Objectives

  • Basic Understanding of Accounting for Insurance Companies:
    • Insurance Company Economics
    • Financial Accounting – GAAP and Statutory
  • Tax Concepts for Insurance Companies:
    • Tax Accounting – IRC Subchapter L
  • Property & Casualty Insurance Companies:
    • Taxation of P&C Insurance Companies
    • Tax Elections
  • Micro Captive Insurance Companies:
    • §953(d) Election
    • Risks & Complications
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Course Specifics

Course ID
WC1823358896
Revision Date
January 17, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02417-24-O
IRS Federal Tax Law Credits: 1
CFP Provider Number: 3199
CFP Course Number: 322093
CFP Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1966
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Brian Streig, CPA has nineteen years of public accounting experience in tax assistance and compliance with clients from start-up to dissolution and from individuals to multinational corporations. Brian has experience serving clients in the insurance, manufacturing, technology, entertainment, oil & gas, not-for-profit, wholesale, retail and professional services. Before joining CT+M, Brian worked at PricewaterhouseCooper, LLP, where he focused on clients in the entertainment and media field. Brian earned a Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin. Brian is a member of the American Institute of Certified Public Accountants and the Texas Society …