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May 2017 Newsletter

River Oak Risk Newsletter: May 2017 Download the Newsletter in PDF

May 18, 2017|

Captive Insurance Times – May 2017

Article: Running into Trouble. Due diligence is needed to make sure that a captive is set up for the correct reasons and is handled by an experienced insurance professional.[…] Publication: Captive Insurance Times Date: May 2017 Download the Article in PDF

May 5, 2017|

Event: North Carolina Association of CPAs’ 77th Annual Symposium

Event: North Carolina Association of CPAs’ 77th Annual Symposium Topic: Captive Insurance Speakers: Kim Bunting Date/Time: November 16, 2016 from 8:00 am – 8:50 am Location: Grandover Resort & Conference Center, Greensboro, NC

November 4, 2016|

Event: BDO Alliance USA – Knowledge & Education Events & Webinars

Event:  BDO Alliance USA – Knowledge & Education Events & Webinars Topic:  Hot Topic for Middle Market Advisors: Forming Captives Properly – What You Must Know Speakers:  Doug MacGinnitie, Kim Bunting and Debbie Walker, NCDOI Captive Commissioner Date/Time:  November 10, 2016 from 1:00 pm – 2:00 pm

November 4, 2016|

Event: Taylor English – Tax Talks

Event: Taylor English – Tax Talks Topic: Captive Insurance Companies: Many Benefits for Middle Market Business Owners and Their Trusted Advisors Speakers: Doug MacGinnitie and Kimberly Bunting Date/Time: November 9, 2016 7:30 am – 9:00 am Location: Davio’s, 3500 Peachtree Road NE, Atlanta, GA 30326

November 2, 2016|

Captive Insurance for the Middle Market

Journal of Accountancy – November 2016 By Kimberly S. Bunting, COO of River Oak Risk, LLC and Phyllis Ingram, Partner with Carr Riggs & Ingram, LLC Recent IRS guidance and court cases, plus PATH Act changes, make captives more attractive to medium-size companies. Business, by nature [….] Download Article PDF

November 1, 2016|

Georgia Captive Insurance Association 2016 Annual Conference

Conference: Georgia Captive Insurance Association 2016 Annual Conference Topic: Captive Owner/Manager Panel Discussion Panelist: Kimberly Bunting Date/Time: October 25, 2016 1:00 pm - 6:30 pm Location: 3343 Peachtree Road, NE, Atlanta, GA 30326

October 25, 2016|

2017 Tax Changes Could Lead to Opportunities for Small Property/Casualty Insurance Companies.

BDO Insights:  BDO Knows: Insurance – October 2016 As part of the 2015 Protecting American from Tax Hikes (“PATH”) Act, a significant change was made to the Internal Revenue Code (“IRC”) provision IRC Section 831(b), which provides for an alternative tax for small [….] Download Article PDF

October 1, 2016|

Doug MacGinnitie Speaks at NC Captive Insurance Association’s 2016 Annual Conference

Speaker:  Doug MacGinnitie of River Oak Risk Topic:  Risk Pooling – Key Considerations for Group & Pure Captives Event:  NC Captive Insurance Association’s 2016 Annual Conference Location:  Charlotte, NC Date: August 23, 2016 Link:  http://www.nccia.org/events/

August 5, 2016|

Sheila Dizon joins the River Oak Risk Team

Press Release – July 2016 River Oak Risk is pleased to announce that Sheila Dizon has recently joined the company as a Managing Director. Doug MacGinnitie, Chief Executive Officer stated “Sheila has significant experience in the finance industry and will add additional footprint to River Oak Risk’s operations. We are expanding our captive management services and solutions in the West Coast and Hawaii territories, and [...]

July 22, 2016|