
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:
Subscribe To Our Weekly Newsletter:
The Wealth Dojo: https://subscribe.wealthdojo.
Download all the Niches Trilogy Books:
The 21 Best Cashflow Niches
Digital: https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book
Audio: https://podcasters.spotify.com/pod/show/21-best-cashflow-niches
The 21 Most Unique Cashflow Niches
Digital: https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches
Audio: https://podcasters.spotify.com/pod/show/21-most-unique-niches
The 21 Best Cash Growth Niches
Digital: https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches
Audio: https://podcasters.spotify.com/pod/show/21-cash-growth-niches
Listen To Cashflow Ninja Podcasts:
Cashflow Ninja
https://podcasters.spotify.com/pod/show/cashflowninja
Cashflow Investing Secrets
https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets
Cashflow Ninja Banking
https://podcasters.spotify.com/pod/show/cashflow-ninja-banking
Connect With Us:
Website: http://cashflowninja.com
Podcast: http://resetinvestingsecrets.com
Podcast: http://cashflowinvestingsecrets.com
Podcast: http://cashflowninjabanking.com
Substack: https://mclaubscher.substack.com/
Amazon Audible: https://a.co/d/1xfM1Vx
Amazon Audible: https://a.co/d/aGzudX0
Facebook: https://www.facebook.com/cashflowninja/
Twitter: https://twitter.com/mclaubscher
Instagram: https://www.instagram.com/thecashflowninja/
TikTok: https://www.tiktok.com/@cashflowninja
Linkedin: https://www.linkedin.com/in/mclaubscher/
Gab: https://gab.com/cashflowninja
Youtube: http://www.youtube.com/c/Cashflowninja
Rumble: https://rumble.com/c/c-329875
Share This
Related

878: Nicole Vilaca: How To Diversify Your Family & Business With The Global Citizen Strategy
My guest in this interview is Nicole Vilaca. Nicole is a powerhouse in real estate investing, capital raising, and high-level deal-making. As the founder of The Executive REI Circle, she curates a private community of elite investors, operators, and capital allocators focused on building generational wealth through strategic real estate and private equity investments. With…

877: August Biniaz: How to Create Scalable Wealth With Single-Family Rental Developments
My guest in this interview is August Biniaz. August is a seasoned real estate private equity entrepreneur, educator, and capital raiser with over 15 years of experience in the real estate industry. He is the Co-Founder and Chief Investment Officer of CPI Capital, a pioneering firm that helps Canadian investors access U.S. multifamily real estate…

876: David Newman: How Business Owners Build Lasting Market Eminence In Less Than 12 Months
My guest in this interview is David Newman. David Newman is a renowned marketing strategist, speaker, and author of the best-selling books Do It! Marketing and Do It! Selling. As the founder of Do It Marketing, David helps consultants, coaches, and thought leaders grow their revenue and authority without resorting to sleazy sales tactics or…