Questions & answers
Ask the hard questions here first.
Straight answers on compliance, eligibility, coverage, and cost. These are the same ones we give CPAs and tax attorneys.
The topics
- Compliance & the IRS5 questionsListed transactions, audit posture, and how the 831(a) designation differs from the micro-captives the IRS flags.
- How The Latitude Plan Works6 questionsPremium sizing, ceding, claims, surplus, and what happens if you want out.
- Eligibility & Industries4 questionsRevenue thresholds, qualified business types, and the structures that complicate a fit.
- Risk & Coverage4 questionsWhat's insurable, difference-in-conditions coverage, and how the plan layers with commercial P&C.
- Structure & Domicile4 questionsWhy domestic, why a sovereign jurisdiction, and who owns and controls the company.
- Fees & Process5 questionsFormation cost, annual maintenance, timeline, and onboarding steps.
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