Message to Captive Managers

 

Thank you all for your interest in working with Williams Coulson to prepare Forms 8886 for your clients.  As you may know, we have decided to provide Forms 8886 for a discounted fee to those clients of Captive Managers with whom we have a working arrangement (“Select Captive Managers”).  If you would like to consider this arrangement for your clients, please contact Mike Lloyd at (412) 454-0225 or mlloyd@williamscoulson.com for a copy of our agreement.  We will only accept agreements with Captive Managers until we have a full capacity of work for the filing period.  We are starting to schedule specific calls for the clients and advisors of these Captive Managers and still offer the general calls relating to the Form 8886 as identified below.

 

General Information Calls – Conference Number = (877) 239-6424 and code 220067

Friday              11/18 –  3:00, est.:       Introduction to Form 8886 (all are welcome)

Wednesday     11/30 –  10:00, est.:     Introduction to Form 8886 (all are welcome)

Friday              12/2   –  3:00, est.:       How to Complete Form 8886 (all are welcome)

Wednesday     12/7   –  10:00,est.:      How to Complete Form 8886 (all are welcome)

 

Timeline for Select Captive Managers

• 11/16: Accepting Captive Manager Agreements until full capacity
• 11/21-12/9: Scheduling of Select Captive Manager conference calls.
• 12/5-12/9: Web site testing for Select Captive Managers
• 12/10-1/10: Accepting engagements for discounted price for clients of Select Captive    Managers.
• 1/10-1/20: Accepting engagement for full price for clients of Select Captive                      Managers.
• 1/20-1/27: Final submission of Forms 8886 – no new work accepted.