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About Kerry Wolfe

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So far Kerry Wolfe has created 44 blog entries.

Captive Alternatives Named to 2017 Inc. 5000 List

Inc. 5000August 16, 2017 (New York) – Captive Alternatives, the Atlanta-based risk management consultancy that pioneered the Protected Captive®, today announced that Inc. Magazine has named Captive Alternatives to its 36th annual Inc. 5000 list, the most prestigious ranking of the nation's fastest-growing private companies.

2017-08-17T08:37:25+00:00August 16th, 2017|

Captive Alternatives Recognized for Industry Innovation, Leadership

August 08, 2017 (Atlanta) – Captive Alternatives (CapAlt), the Atlanta-based risk management consultancy that pioneered the Protected Captive™, today announced that it has been recognized as a finalist in the prestigious 2017 US Captive Awards. The Captive Awards are organized by Captive Review magazine and highly respected within the captive insurance industry.

2017-08-11T12:39:01+00:00August 8th, 2017|

Captive Alternatives VP of Business Development Mark Sims Presents the Next Generation of Risk Management at the Opal Family Office & Private Wealth Management Forum 2017

August 03, 2017 (Atlanta) – Captive Alternatives (CapAlt), the Atlanta-based risk management consultancy that pioneered the Protected Captive™, recently participated in the Opal Group’s Family Office & Private Wealth Management Forum, held July 24-26, 2017, in Newport, Rhode Island. The annual event attracts family office members, advisors and wealth managers that maintain an office portfolio size of between $10M and $100B+.

2017-08-08T09:56:15+00:00August 3rd, 2017|

July 2017 Newsletter

The Captive Alternatives Annual Meeting in Puerto Rico will be Held Oct. 26-28, 2017

October is coming soon! Make your plans to join us in Puerto Rico and find out what you need to know to stay in compliance and get the most value out of your captive insurance company. The 2017 CapAlt Annual Meeting will once again be held at the luxurious and historic Condado Vanderbilt Hotel Puerto Rico.

Captive Alternatives Appoints Emilie Gastley as Director of Marketing

July 14, 2017 (Atlanta) – Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, has hired operations and business development professional Emilie Gastley to be Director of Marketing.

Recap of Form 8886

We have now completed the complicated process of producing Form 8886s for our clients with 831(b) captives. All captive forms for 2011 – 2015 were filed directly by CapAlt on behalf of the captives.

Captive Alternatives to Attend the Opal Group's Family Office & Private Wealth Management Forum

Captive Alternatives VP of Business Development Mark Sims has been invited to speak at the Opal Group's Family Office & Private Wealth Management Forum in Newport, Rhode Island July 24 – 26.

A Private Insurance Company is an Effective Exit Strategy Tool

When selling a business, one important goal is to try and minimize the total tax cost of the transaction. During a typical stock sale, the buyer uses after tax dollars to pay for stock. This is not an efficient or effective use of the buyer's resources.

Captive Alternatives Shortlisted on US Captive Review Awards 2017

Captive Alternatives is on the short list of nominees for the US Captive Review Awards 2017 in two categories.

2017-09-13T06:53:45+00:00July 15th, 2017|

Captive Alternatives Appoints Emilie Gastley as Director of Marketing

Emilie Gastley, Director of MarketingJuly 14, 2017 (Atlanta) – Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, today announced its recognition as a 2017 Pacesetter by the Atlanta Business Chronicle. Each year, leading companies vie for a spot on this prestigious slate of Atlanta’s fastest-growing companies and 2017 was the first time Captive Alternatives (CapAlt) was honored with inclusion.

2017-07-19T06:46:19+00:00July 14th, 2017|

May 2017 Newsletter

2017 CapAlt Annual Meeting, Oct. 26-28

Effective business management requires effective risk management. Get some new ideas for your captive, meet other owners and advisors and get the most value out of your captive insurance company.

Puerto Rico Reassures Insurance Market Over Bankruptcy

The Puerto Rico International Insurers Association (PRIIA) has said the filing of Title III bankruptcy will not threaten the viability of its growing insurance industry. – Captive Review, May 19, 2017

Captive Alternatives Recommends This Interesting Article by Rob Walling of Pinnacle, Who Heads Our Actuarial Team:

Common Ground with the IRS?
The captive industry has reacted with scorn to the IRS’ attitude towards the 831(b) tax election, but Robert Walling, of Pinnacle Actuarial Resources, asks if some common ground does exist. – Captive Review, April 20, 2017

Captive Alternatives Named One of Atlanta’s Fastest Growing Companies

ATLANTA, GA – May 30, 2017 – Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, today announced its recognition as a 2017 Pacesetter by the Atlanta Business Chronicle,

2017-09-13T06:51:05+00:00May 20th, 2017|

CapSure Accounting Offers Enterprise Quality Captive Accounting to Managers with up to 150 Captive Insurance Companies

May 9, 2017 (Atlanta) – CapSure Accounting, an outsourced, scalable accounting system designed to manage the financial reporting complexities of captive insurance companies, announced today the capacity to support captive managers with up to 150 companies or more. The system helps firms simultaneously satisfy complex, international and domestic regulations, treasury management requirements and standard accounting [...]

2017-05-15T07:59:56+00:00May 9th, 2017|

Insure Against Hidden Risk with a Private Insurance Company

Although most physicians think of themselves as medical professionals first, they are also business owners. Owning a Private Insurance Company™ offers physician/business owners an efficient way to mitigate the risks inherent in patient care and running a business, while taking advantage of tax incentives and building financial resources to fund growth. While medical practices have [...]

2017-05-09T08:46:08+00:00April 28th, 2017|

April 2017 Newsletter

Book Your Hotel Room for Annual Meeting in Puerto Rico: Oct. 26-28, 2017

Join us in Puerto Rico this fall to find out what you need to know to stay in compliance and get the most value out of your captive insurance company. The 2017 CapAlt Annual Meeting will once again be held at the luxurious and historic Condado Vanderbilt Hotel Puerto Rico.

Captive Alternatives Shares Expertise at SIIA International Conference in Puerto Rico

Captive Alternatives CEO Mark Jacobs and COO David Kirkup each participated in panels at the 2017 SIIA International Conference in San Juan Puerto Rico, April 18 - 19.

Captive Alternatives Diamond Sponsor of B2B CFO Annual Conference in Phoenix

Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, announced today an innovative option for businesses that no longer wish to buy conventional employee health coverage.

2017-05-23T11:46:33+00:00April 27th, 2017|

March 2017 Newsletter

Book Your Hotel Room Now! 2017 CapAlt Annual Meeting, Oct. 26-28

The white sand beaches and bright blue Puerto Rican sky are calling! Find out what you need to know to stay in compliance and get the most value out of your captive insurance company. The 2017 CapAlt Annual Meeting will once again be held at the luxurious and historic Condado Vanderbilt Hotel Puerto Rico, October 26-28, 2017.

2016-66 Filing Due May 1, 2017 and 2016 8886 Forms

IRS Notice 2016-66 requires the filing of Form 8886 for Captives, Insureds and Captive Owners by May 1, 2017. Captive Alternatives is in the process of completing Forms 8886 for the years 2011 – 2015 and will send you these forms for review and filing after April 15 but before the extended due date of May 1, 2017.

Press Release: Captive Alternatives Controls Employee Health Costs with a Private Insurance Company

Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, announced today an innovative option for businesses that no longer wish to buy conventional employee health coverage.

Captive Alternatives Attends CICA International Conference in San Diego March 12-14.

Captive Alternatives joined more than 500 insurance professionals in San Diego, California, March 12-14 at CICA's 2017 International Conference.

Case Study: Midwest Manufacturing Firm Insures Against Low Probability/High Impact Risks

As a second-generation small business owner, Steve Sutton of Craft Precision understood risk. He'd been in charge of the company's 30-person operations since 2012. But, he knew the world was changing and he wanted to take action to protect his family-owned business from risks that threatened its very existence.

2017-04-13T13:16:01+00:00March 31st, 2017|