The 831(b) Institute has received national accreditation through the National Association of State Boards of Accountancy (NASBA) and the North American Securities Administrators Association (NASAA), along with accreditation in Idaho, Utah and Colorado for National Association of Insurance Commissioners (NAIC) continuing education, to offer continuing education (CE/CPE) credits through its professional education programmes.
The Institute says the accreditations make it one of the first organisations of its kind to offer up to two CE credits for participating professionals. Courses are aimed at accounting, tax, financial and insurance professionals seeking practical risk management training in the 831(b) space, and cover investment guidelines, taxes, accounting implications, qualifying fortuitous risks and the application of reinsurance.
Peter Dawson, a tax attorney who advises the 831(b) Institute and presents its CE programme, says: "The approval of CE credits represents an important milestone for the Institute and for the broader professional community. There is a lot of misinformation and potential for abuse circulating around the 831(b) Tax Code. This is why education and compliance are critical in this space. By offering accredited instruction, we are helping trusted business advisers understand how properly structured 831(b) micro-captives function as legitimate risk management tools."
Dawson advises business owners on financial structuring, asset protection, wealth preservation and tax efficiency, and also works in governmental affairs.
Dustin Carlson, president of the 831(b) Institute, says: "As the insurance market continues to harden and businesses continue to navigate ongoing economic uncertainty following COVID and other emerging risks, many companies are struggling to find reliable and affordable coverage. Interest in 831(b) micro-captives is growing as business owners look for new ways to manage risk, and our role is to ensure professionals understand how these structures work when done correctly. Receiving NASAA and NASBA approvals strengthens our ability to provide credible, compliance-focused education and helps bring greater clarity to an area that is often misunderstood."
The Institute's programming explores how businesses can use 831(b) micro-captives as an alternative risk financing solution for underinsured and uninsured exposures.
Free CE/CPE events sponsored by SRA 831(b) Admin are planned in cities across the United States, including Chicago, Dallas, Atlanta and Las Vegas. The next free CE presentation is in Chicago on 21 July 2026 at 8.30am. Registration details are available at the 831(b) Institute event page.
The 831(b) Institute is positioned as an educational and advocacy body focused on the role of micro-captives in managing unforeseen risks for small and mid-sized businesses. It advocates for what it describes as common-sense reforms to ensure access to the 831(b) tool without undue regulatory uncertainty, and monitors federal rule-making in the area.
