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Captive Insurance Times covers all the latest day-to-day news from the captive insurance industry, exclusive interviews, features and country profiles
- 124articles · 180d
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- Apr 1, 2026earliest in window
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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…...