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Insurance

MarksNelson knows insurance.  Our national insurance practice serves many companies, some of which are listed on Fortune’s Top 100.  With experience and expertise in insurance-specific tax, attestation and consulting services, we can provide your organization with your insurance needs; traditional, captive and reinsurance solutions.

Our team members specialize in the insurance industry and enhance their knowledge with industry credentials and specialty courses. That constant connection to industry trends means that our professionals provide you with the right solutions to address the challenges you’re facing today.

Annually MarksNelson hosts a current developments seminar which offers free continuing professional education credits to professionals wanting to learn more about the latest GAAP, STAT and tax regulatory developments.

MarksNelson’s Insurance Department offers the following services:

Assurance & Business Advisory

Our business advisory practice helps you identify risks and opportunities beyond the traditional financial reporting function.

Our services include:

Financial statement audits
Annual and quarterly statement preparation
Technical accounting assistance
Internal audit outsourcing
Enterprise Risk Management and ORSA assistance


Tax

Commercial and captive insurance companies have unique needs; therefore, it’s important to work with a firm that understands the strategies that can help minimize your tax liability.

Premium tax consulting
FATCA compliance
Implementation of captive insurance companies
Insurance tax compliance
Insurance tax planning and consulting


Consulting

MarksNelson works with organizations to establish and operate programs.

Our consulting services include:

Establishment and operation of captive insurance companies, including warranty companies
Consulting on reinsurance agreements
Structuring insurance arrangements
Rating agency consulting services
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MarksNelson
ARTICLE

Capturing the Benefits of Captive Insurance

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RELATED SERVICES

INSIGHTS

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TAX SERVICES MADE SIMPLE

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LITIGATION SUPPORT

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SUCCESSION PLANNING

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TECHNOLOGY SOLUTIONS

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