Oxford’s Captive Insurance Planning Seminar on June 5, in Bethesda, MD was a success! The seats were full and the feedback from our attendees has been fantastic. One attendee in particular mentioned that they “Thought the DE Trust presentation was well done and worthwhile.”
Speakers included Oxford Risk Management Group’s Kevin E. Myers, CPA, M.S. Taxation, Gordon, Fournaris & Mammarella’s Michael M. Gordon, Esquire, and UBS Financial Service’s Kyle C. Harris, CIMA, Portfolio Manager. Our expert panelists discussed an Overview of Captive Insurance, Asset Protection Planning, and Tax Efficient Investing for Captives. If you missed the event, but want to speak with one of our analysts, please call our offices at 410-472-6490.