Category Archives: Articles/Resources

Industry Interview – Scott Stettler

Interview – Scott Stettler CFO Wasatch Click the link to view the PDF Link to the Entire Interview

Industry Interview: Victor Calanog, PhD

https://riveroakrisk.com/wp-content/uploads/2020/04/Industry-Interview-Victor-Calanog-PhD.pdf

May 2017 Newsletter

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

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…

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…

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…

Georgia Captive Legislation Update

Senate Bill 347 unanimously passed the Georgia Senate on February 26th and has been sent to the Georgia House Insurance Committee for review. The bill revises the current law and includes extensive changes to the captive insurance provisions, including adding…

Protecting Americans from Tax Hikes (PATH) Act of 2015

At the end of 2015, the Protecting Americans from Tax Hikes (PATH) Act of 2015 became new law. The PATH Act was part of a large budget and tax deal that cleared Congress and was signed by President Obama just…

What is a Captive Insurance Company?

Captive Insurance Companies (CICs) are insurance companies established by businesses or owners of businesses with the specific objective of insuring risks of those businesses. CICs were first established in the 1950s and have since been an integral part of the…