The Red-Bearded Risk Guy
Welcome to "The Red-Bearded Risk Guy," the podcast that helps business owners and leaders of companies with 50-250 employees protect their people, profits, and public relations.
Your host Joshua Keene, AAI, AKA the Red-Bearded Risk Guy, is a commercial insurance, benefits, and risk management expert who has dedicated his career to helping businesses stay ahead of emerging business trends. Join Joshua as he interviews industry experts and shares insights on business growth, strategy, recruiting and retention, sales and marketing, corporate risk management, commercial insurance, and motivation.
These weekly conversations will provide actionable advice on the latest trends, challenges, and opportunities facing the business community. If you want to stay ahead of the curve and strategically position your business for success, then this podcast is for you. Tune in to "The Red-Bearded Risk Guy" and join the conversation today!
The Red-Bearded Risk Guy
The Swiss Army Knife of Risk and Tax Strategy- 831(b) overview w/ Peter Dawson
The Swiss Army Knife of Risk Resilience and Tax Strategy: Showcasing success stories and case studies of businesses that have harnessed the potential of 831(b) plans for both tax efficiency and risk management.
On this episode, we're joined by Peter Dawson, a tax strategy advisor with the 831(b) Institute and tax attorney with Prospera.
He gives a great overview of the 831(b) micro-captive policy, which presents a robust solution for businesses seeking comprehensive risk mitigation and tax optimization.
This specialized insurance vehicle extends coverage to traditionally uninsurable risks, providing a bespoke shield against unforeseen challenges. It also serves as an amazing tax saving strategy!
Tune in to discover how Peter helps businesses transform insurance premiums into tax-deductible expenses, affording them a smart route to both risk management and fiscal efficiency.