Jay Adkisson

Independent Captive Insurance Company Director

 

As the former Chair of the American Bar Association's Committee on Captive Insurance, the author of a popular book on captive insurance, and the former owner of a successful captive management firm, Jay Adkisson is well suited to serve as an independent director of captive insurance companies, and has previously served in that role.

 

Jay is also author of Adkisson's Captive Insurance Companies (2006) which is the best-selling book on the subject. Jay has also litigated court cases involving captive insurance companies, and served as an expert witness on captive-related issues.

 

Articles and presentations by Jay on the topic of captive insurance companies include:

 

 

Articles

2016.12.31 ... IRS Extends Deadline For Compliance With Notice 2016-66 For 831(b) Captives To May 1, 2017

2016.11.16 ... A Detailed Analysis of IRS Notice 2016-66 re 831(b) Captives

2016.11.13 ... Pretrial Memoranda Filed In Wilson 831(b) Captive Case Display IRS Attacks and Taxpayer Responses

2016.11.08 ... IRS Notice 2016-66 Regarding 831(b) Captive Insurance Companies Interpreted In Common English

2016.11.1 ... IRS Categorizes Certain 831(b) Captive Insurance Companies As A "Transaction Of Interest"

2016.11.16 ... A Detailed Analysis of IRS Notice 2016-66 re 831(b) Captives

2016.11.13 ... Pretrial Memoranda Filed In Wilson 831(b) Captive Case Display IRS Attacks and Taxpayer Responses

2016.11.08 ... IRS Notice 2016-66 Regarding 831(b) Captive Insurance Companies Interpreted In Common English

2016.9.29 ... Not All Captive Insurance Risk Pools Are Created Equally

2016.3.3 … Happy 75th Birthday to Helvering v. Le Gierse

2015.12.19 ... Congress Makes 831(b) Captives Much Better And Deals With (Some) Abuses In 2015 Appropriations Bill

2015.12.8 ... 2015 Extender Bill May Throw Out 831(b) Captive Baby With The Bathwater

2015.11.29 ... The Sum Of All Fears About IRC 831(b) Tax Shelter Captives In Avrahami

2015.9.27 ... Residual Value Insurance Scores Big Win In U.S. Tax Court

2015.8.12 ... Donaldson And Crithfield Enter Guilty Pleas In Foster Dunhill Tax Fraud Case

2015.6.11 Treasury To Study Possible Abuses Of Small Captive Insurance Companies

2014.11.1 ... Securitas Secures Big Win For Captive Insurance In U.S. Tax Court

2014.9.18 ... IRS Launches Promoter Audits Of Captive Managers Suspected Of Abusive Practices

2014.4.20 ... Life Insurance and the 831(b) Captive Insurance Company – Wait For The Test Case Before Signing Up

2014.3.27 ... The IRS Discloses The 953(d) Trapdoor For Offshore Captives

2014.3.17 ... IRS Noose Starting To Tighten On Sham Risk Pools

2014.2.21 ... Rent-A-Center Creates A Captive Insurance Legacy In Tax Court

2013.11.16 ... Cell Captives And The Recycling Of Capital

2013.9.28 ... Manager Complaints Bubble To Surface Regarding Delaware Captive Insurance Companies

2013.9.21 ... IRS Filling The Pipeline With Captive Insurance Cases And Focusing On Dubious Practices

2013.8.10 ... Ten Favorite Things About Captive Insurance Companies

2013.7.28 ... Tax Shelters, Nebraska Hurricanes And Other Captive Insurance Mistakes

2013.6.23 ... Foster and Dunhill Scheme Ends In Denial Of Deductions And Indictments For Bogus Insurance Tax Shelter

2013.6.9 ... Texas Adopts Captive Insurance Legislation But Beware

2012.8.31 ... Broughton -- Rented Assets And Bogus Offshore Insurance Companies

2012.2.9 ... Sperl: Offshore Reinsurance Scheme And Other Tax Evasion Nets Accountant 36 Months

2011.9.24 ... 'Tis The Season For Tax Shelters, Fa La La La La And Grab Your Wallet

 

Presentations

2015.12.18 ... ABA Webinar ... Panelist for the webinar "Congressional Changes to Tax Code Section 831(b)", sponsored by the ABA Committee on Captive Insurance.

 

2015.11.18 ... Phoenix, AZ ... Presented "Captive Insurance Hot Issues" to the Arizona Captive Insurance Companies Association.

 

2015.9.18 ... Chicago ... A panelist for "Nuts & Bolts of Captive Insurance Taxation" at the Joint Tax/Real Property, Trusts & Estates Sections meeting of the American Bar Association.

 

2015.4.30 ... American Bar Association CLE Webinar ... Jay Adkisson spoke on the panel "Captive Insurance Best Practices and the Defense of IRS Attacks"

 

2015.4.16 ... San Francisco ... Jay Adkisson moderated the panel "Protected Cell Captive Insurance Companies" and spoke on the panel "Limited Liability Entities ... Current Bankruptcy Issues" at the Spring Symposium of the American Bar Association's Business Law Section

 

2014.5.14 ... A panelist for the presentation "Why Clients Across the Spectrum are Increasingly Using Captive Insurance Risk Management" presented by the American Bar Association Section on Real Property, Trusts & Estates

 

2014.5.6 ... Miami ... Presented "Offshore Insurance Frauds, Schemes and Scams" at the OffshoreAlert Conference

 

2014.4.10 ... Los Angeles ... Jay Adkisson moderated the panel presenting "Captive Insurance ... Tax & Regulatory Update" at the Spring Meeting of the American Bar Association's Committee on Captive Insurance Companies of the Business Law Section

 

2012.3.12 ... Scottsdale, Arizona ... Presented "Avoiding Disasters With Captive Insurance Planning" at the 2012 Annual Conference of the Captive Insurance Companies Association

 

2011.9.29 ... Salt Lake City ... Panel presentation "Does Your 831(b) Captive Quack" at the Western Region Captive Insurance Conference ("Western Captive Round...Up")

 

2011.9.18 ... San Diego ... Presented "Captive Insurance: Business Owner Risk Management and Wealth Accumulation" at the Financial Planning Association's FPA Experience 2011

 

2011.8.7 ... Toronto ... Moderated the panel "Captive Insurance Companies: Introduction and Update" sponsored by the American Bar Association's Committee on Captive Insurance at the Business Law Section's Annual Meeting

 

2009.9.23 ... Portland, OR ... Keynote speaker at the First Annual Oregon Captive Conference

 

2009.5.5 ... Washington DC ... Presented "Captive Insurance Companies" at the American Association of Life Underwriters

 

2009.2.17 ... Houston … "Captive Insurance" at the Houston Chapter of the Society of Financial Services Professionals

 

2008.10.17 ... Des Moines, IA ... Presented "Captive Insurance Companies" at the Midwest Tax Conference.

 

2008.9.19 ... Park City, UT ... Expert panelist at the Annual Meeting of the Utah Captive Association

 

2008.4.4 ... San Diego ... Presented "Captive Insurance Companies" at the BGA Sales Summit 2008 of the Underwriting Services of America

 

2007.10.18 ... San Diego, CA ... Moderated the panel "Understanding Captive Insurance Companies" and the workshop "Captive Insurance for Wealth Transfer and Preservation" at the 27th Annual Southern California Tax & Estate Planning Forum

 

2007.7.25 ... San Diego, CA ... Presented "Captive Insurance Strategies" at the Best Practices of America 2007 Symposium

 

2007.4.24 ... Miami, FL ... Presented "Captive Insurance Companies" at the 5th Annual OffshoreAlert Financial Due Diligence Conference

 

About

 

Practice Areas of Emphasis

Contact Jay at:

 

Phone: 702-953-9617     Fax: 877-698-0678

 

E-Mail: jay@jayadkisson.com

 

Offices in Las Vegas NV, and Newport Beach CA (by appointment only)

 

 

(c) 2017 Jay D. Adkisson. All rights reserved.