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Cashflow Ninja

The mission of the Cashflow Ninja Podcast is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can create, protect and multiply their wealth in our constantly changing environment. Your host M.C. Laubscher will be your guide interviewing Cashflow Ninja's that share their knowledge, experience, and journey to help guide you to not only survive, but thrive and prosper in the new economy.
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Feb 17, 2020

My guest in this episode is Charles Spitzer began his career in 1977 with the international CPA firm of Peat Marwick, now KPMG. His practice was centered in financial institution work. In 1983 he started a CPA and business advisory firm based in the Dallas Fort Worth area that became a specialist in financial service organizations, with an emphasis in insurance entities. He grew that practice to become one of the top 25 CPA firms in Tarrant County. In 2003, he sold the CPA practice and joined a Dallas based financial service organization, serving as an equity partner and Chief Financial Officer for the affiliated group of companies.

During his tenure with the financial service organization, he became proficient in the planning aspects of using 831 (b) captive insurance companies as an effective risk transfer vehicle. After successfully assisting clients in the implementation of the strategy, he made the decision and founded Captive Insurance Group, LLC.

His significant experience as a tax professional with significant insurance experience brings expertise to the implementation of the captive insurance strategy from both a regulatory and tax perspective.

Interview Links:

Captive Insurance Group

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Until next time!
 
Live your Freedom, Live your Legacy, on your OWN Terms,
 
M.C. Laubscher
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