May 15-18, 2022 | Caesars Palace | Las Vegas
As a CPA and attorney, David brings both accounting and legal experience to the areas of taxation, producer-owned insurance, captive insurance and alternative risk financing. He has worked with Fortune 500 and large privately held companies. He has been engaged by clients such as Enterprise Rent-A-Car, Assurant, Berkshire Hathaway and American Century Investments to provide advice and services with regard to service contract and risk management issues. He also provides accounting, tax and audit services to both small and large automobile dealer groups.
David joined MarksNelson in 2002 after his tenure at a Big 4 firm, where he worked on the national captive insurance team and worked as an insurance specialist. As part of the national team, he assisted with the technical tax, business and implementation issues that arise during the establishment of a captive insurance company.
This session seeks to clarify the clouds of regulation and the real impact on taxation of offshore reserves held by each shareholder. More Info