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We Can Provide Your Insurance needs; Traditional, Captive and Reinsurance Solutions

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.

Our Insurance Department provides the following services:

Assurance & Business Advisory

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