1. SAVE THE DATE:
SEPT. 22, 2016
2nd Annual Captive
Insurance Companies
with Brian Flinchum &
Howard Potter
More than 1,000 CPAs, CFOs, attorneys, and wealth management
firms registered for this webinar in 2015. Register to learn more
about the latest updates and keys to success using this powerful
insurance solution.
Captive insurance companies are no longer the domain of Fortune 500
Companies. During 2002, the IRS published safe harbors making
captives more economically viable, which has led to a proliferation of
6,000 plus captives taking the 831(b) Small Property and Casualty
Election. Due to the popularity of these smaller captives (“micro-
captives”), regulatory scrutiny by the IRS and domicile regulators has
increased. This highly informative course will provide you with an
overview on micro captives and address risk management and tax
benefits, as well as how to successfully structure and operate micro
captives for qualified business owners. We will use recent District
Court rulings on insurance companies as case studies to provide you
with current insights on what regulators seek in a compliant micro-
captive program.
12:00 pm Eastern
11:00 am Central
10:00 am Mountain
9:00 am Pacific
A focused learning
session designed
especially for CPAs,
CFOs, financial
advisors, insurance
agents/brokers,
attorneys, tax and
estate planners,
wealth managers,
and owners of middle
market and lower
middle market
companies.
Get a simple
explanation to a
complex and
newly trending
topic!
Cost: Free
CPE Credits: 1.0 hour
Subject Area: Taxes
Course Level: Basic
Instructional Method:
Group Internet Based
Prerequisites: None
Advanced Preparation:
None
REGISTER NOW!

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Content Provider:
Sponsored by:
ABOUT THE SPEAKERS:
R. Brian Flinchum
Atlas Insurance Management
Captive Business Development Manager
bflinchum@atlascaptives.com
At Atlas Insurance Management, Mr. Flinchum focuses primarily on small to
mid-size businesses, which make the IRC 831(b) election. Brian brings over a
dozen years of experience as a captive manager and sales professional in the alternative insurance industry.
Brian provides service and subject matter expertise to Atlas’s clients and their professional advisors, and he
supports both Atlas’ business development and operations. Prior to joining Atlas, Brian started and successfully
marketed the micro-captive niche at the fourth largest commercial property and casualty broker in the world.
During his tenure, this firm became the biggest micro-captive manager within the United States. Brian has
formed and sold over 200 captives during his career.
Earlier in his career, Brian headed the captive sales effort at Wilmington Trust where he was responsible for
introducing clients to a full array of captive management service capabilities, including program design and
implementation, guidance through the license application process, and operation of the company. Additionally,
Brian has served as an Account Executive for AIG Insurance Management Services (AIMS). At AIMS, he oversaw
the accounting, auditing, regulatory filings and actuary reporting requirements, as well as, coordinated the
annual board meeting for several pure parent captives, risk retention groups, and sponsored cell companies for
large Fortune 500 Companies. Additionally, he developed proformas, forecasts and feasibility studies for most of
AIG’s onshore captive formations.
Brian departed AIMS to another AIG subsidiary, United Guaranty, where he underwrote and composed treaty
language for 85 mortgage reinsurance captives. He also presented pre-existing captive performance to UG’s
originators, which happen to be the largest financial institutions in the country.
He has experience with numerous types of captives and alternative risk structures and has assisted clients in
virtually every industry. His captive domicile experience includes Alabama, Anguilla, Arizona, Bahamas,
Bermuda, British Virgin Islands, Cayman Islands, Delaware, Hawaii, Ireland, Montana, Nevada, Nevis, North &
South Carolina, Tennessee, Turks & Caicos, Utah, Vermont and Washington D.C.

3. 3
Howard Potter, JD, MBA
Atlas Insurance Management
Captive Insurance Consultant
hhp@hhpdenver.com
(720) 308-8246
Howard Hugh Potter, JD, MBA, CPA, has been involved in providing
insurance, tax, and financial strategies for public and closely held
businesses utilizing captive insurances companies since 2001. He focuses
on business development and subject expertise with CPA & law firms, insurance agencies, and financial planning
& wealth management firms through affiliations as an independent contractor with captive management firms.
Mr. Potter received his Juris Doctorate and Bachelor of Science of Business Administration from Creighton
University and his Masters of Business Administration from the University of Nebraska. Mr. Potter was staff
accountant at Peat, Marwick and Mitchell in Omaha, Nebraska and Senior Accountant in the Tax Department at
Touche Ross Company in Denver, Colorado.
As partner in the law firm of Vaughan and Potter, he worked in the areas of tax, legal, and financial consulting
involving oil and gas investments, equipment leasing, and the marketing of tax advantaged investments. He was
co-founder, principal, and national sales manager of Denver Securities Corporation, a NASD securities firm and
was responsible for developing a national sales team, sales material and presentations that marketed through
law firms, CPAs and the brokers/dealer community. After retiring from the law firm he served as President and
CEO of CareerLab, Inc. a human capital management firm and a member of Lincolnshire International with 17
offices in North America. Mr. Potter also served on the Board of Lincolnshire and as Treasurer.
Mr. Potter is an inactive member of the American Bar Association, Colorado Bar Association, Nebraska Bar
Association, Colorado Society of Certified Public Accountants and the American Institute of Certified Public
Accountants. He holds current licenses with the Colorado Division of Insurance for property & causality and life.
Mr. Potter is a former member of the Union League Club of New York and served as a Member of the Board of
Trustee for Colorado Academy, Denver, Colorado. He is a lifetime member of the National Rifle Association.
Mr. Potter currently serves on two Boards: The Colorado Board of Directors of the Financial Executives
International and Board member for Spirit of the Sun. He was awarded the Denver Association for Corporate
Growth Chapter’s 2010 Outstanding Member of the Year Award. Mr. Potter also serves as a Board member for
Spirit of the Sun, a 501(c)3 non-profit organization which focuses on strengthening and improving the economic
and cultural well-being for Native American communities. He has hosted the Annual Investment & Financial
Cross-Networking Event held at the University of Denver since 2006, with a sellout of 400 plus attendees.
Mr. Potter grew up on a cattle and horse ranch on the Rosebud Sioux Indian Reservation in South Dakota and is
a 4th generation enrolled member of the Rosebud Sioux Tribe. His children, Kristin, Kara and Brandon are also
enrolled members of the Rosebud Sioux Tribe as are his three grandchildren, Kendall, Ben, and Russell. He and
his wife, Marcia, enjoy visiting their children and grandchildren in Aspen, CO and Santa Fe, NM. Their mutual
passions are family, music, and the outdoors.

4. 4
Frequently Asked Questions:
● To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
● CPE is available to all eligible participants within 24 hours of each webinar.
● Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs
up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may
also login to your account following the webinar and click on the MY ACCOUNT button where you will
find a link to the proctor letter.
NASBA Approved
CPAwebengage, Inc is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses for CPE credit. Complaints regarding registered sponsors
may be submitted to the National Registry of CPE Sponsors through its
website: www.learningmarket.org.
About our sponsor:
Welcome to Atlas Insurance Management (“Atlas”), one of the leading
independent insurance management firms. We are experts at providing
creative solutions to a broad range of financial and risk management
challenges faced by commercial enterprises and high net worth individuals globally. Our client base covers all
aspects of the self-insurance market, including physicians, hospitals, and medical groups, PEO’s, trucking
companies, taxi operators, international exporters, real estate, insurance agencies and storage owners. Atlas is
experienced in all aspects of the creation, ongoing management and use of captive insurance companies.
Through a careful analysis of the objectives to be achieved and the risks to be addressed, Atlas will help in the
selection of the best strategy whether it be a pure, agency, association, special purpose, sponsored, 831(b),
segregated cell, or Risk Retention Group captive. Atlas also provides its clients a choice of US domiciles and the
traditional ‘offshore’ domiciles of Anguilla, Bahamas, the Cayman Islands, and Nevis.
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