Alternative Risk Transfer CLE
Alternative Risk Transfer And Mitigation Strategies Closely Held Businesses



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Live Webcast – September 15, 2020

  • 10:00-11:00am PT / 11:00-12:00pm MT / 12:00-1:00pm CT / 1:00-2:00pm ET

The “new reality” due to the pandemic, shut down and limited openings. The 2020 black swan event is causing significant revenue losses for closely held businesses. Alternative risk transfer and mitigation solutions may soften the impact of the foregoing.

We will discuss the strategies for and advantages available to closely held business interests during the current economic climate for advisers and tax practitioners working with these entities and owners.

Attorney Stuart AnolikStuart Anolik
Stuart (Stu) Anolik, JD, LLM, is the founder of Anolik & Associates, P.C. and Partner at Fidelis Business & Advisory LLC, where he is focused on corporate, securities, federal income tax, with an emphasis on international tax and captive insurance. He has extensive experience in international investment and finance, intellectual property migration, transfer pricing, infrastructure project finance, mergers and acquisitions, and international taxation. He has represented clients, ranging from start-ups to Fortune 500 companies, on various international securities and transactional matters, including multi-jurisdictional acquisitions and dispositions of business; cross-border joint ventures; and securities transactions and financings for U.S., European, Asian, and Latin American companies. In addition Stu provides consulting services to high net worth individuals in regard to estate planning, wealth preservation and asset protection.

Contact Stuart Anolik

Attorney Gal N. KaufmanGal N. Kaufman
Gal N. Kaufman is highly experienced in the full range of private wealth services matters, including sophisticated tax analysis and planning; structured management arrangements for families, family businesses and family offices; and fiduciary and tax controversies. Mr. Kaufman also is well-versed in advising on issues related to captive insurance. Mr. Kaufman has extensive experience representing business owners, with a special emphasis on tax-efficient strategies that enhance the ability of the business owner to maintain the business within the family; or if a sale of the business is the ultimate goal, strategies that maximize the after-tax proceeds to the business owner and the business owner’s family. Mr. Kaufman also is well-versed in representing high-net- worth families and the varied legal and tax needs of such families.

Contact Gal N. Kaufman

1 General Credit

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. Strategies for closely held business
  2. Advantages available for closely held business
  3. Use of Captive Insurance
    1. Benefits and risks
    2. Update on Legislative and Court Rulings
      1. Pro Taxpayer
      2. Pro IRS