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Street address: 9606 S Maplewood Ave, Suite 100Tulsa, OK 74137
City / suburb: Tulsa, OK
Zip code: 74137
Phone: (918) 808-3577 (Primary Phone)
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Nearest landmark: Creek Nations Turnpike at Yale exit
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E-mail: trobertson@robertsonis.com
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Oil Production and Oil Supply Risk Management through Captive Insurance Co. formation. For private companies earning in excess of $2MM net per year.

A Captive Insurance Company is a new separate entity established to formalize risk a company already has: deductibles, exclusions, uninsurable risk, hedging(?), etc. Under special tax rules for small insurance companies, a company can establish their own insurance company, if managed professionally, and pay up to $1.2MM per year in deductible premium from the parent company into the subsidiary - yet it is not taxable income to the subsidiary - considered "income in respect of risk". Wealth preservation advantage: the owners of the new "Captive" can be key employees, family members (spouse and/or children), a Trust, current company owners, etc. After risk has expired, the earnings can be distributed as capital gain to the owner(s). www.RobertsonIS.com 800.707.1070 Toll-free

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Estimated number of employees: 2 to 4
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City / suburb: Tulsa, OK
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risk management software, Captive Insurance Formation, Captive Insurance Management

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