AEC Executive Roundtable Slide Deck

Insurance Risk

Investment risk not sufficient

Fortuity required = a chance occurrence Risk of an economic loss that may occur as a result of a fortuitous occurrence of a stated contingency R.V.I. Guar. Co. v. Commissioner , 145 T.C. 209 (2015) Non captive Tax Court case that expanded or clarified business risks that may be captured within an insurance contract, specifically allowing residual value insurance as valid insurance

AEC EXECUTIVE ROUNDTABLE

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