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Captive Insurance Times

Captive Insurance Times covers all the latest day-to-day news from the captive insurance industry, exclusive interviews, features and country profiles

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  • Apr 1, 2026earliest in window
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captiveinsurancetimes.com > specialistfeatures > specialistfeature.php

Tax lot harvesting: Enhancing after-tax returns for captive insurance portfolios

1+ mon, 4+ week ago   (94+ words) Captive Insurance Times Tax lot harvesting: Enhancing after-tax returns for captive insurance portfolios With fee compression eroding other efficiencies, Kevin Yousif, CFA, president of Yousif Capital Management, argues that disciplined tax management is a repeatable source of after-tax value, and…...