Our team of knowledgeable insurance industry professionals works to provide companies with a better alternative for their accounting, tax and business consulting needs.
Our insurance practice was built on the foundation of providing a better alternative for growing insurance companies. Working with RSM, you’ll find we don’t just know the issues you face; we’ve analyzed them and understand their impact on your business. We can connect you with seasoned professionals who have the experience needed to turn knowledge into know-how.
For more information, please contact Partner, National Insurance Industry Leader Jim Greisch at firstname.lastname@example.org, or call 402.344.6104.
Principle-based reserves standards become effective in Jan. 2017. Life insurance companies have work to do to prepare for implementation.
Learn key insights affecting insurance companies related to enterprise risk management and the Own Risk and Solvency Assessment (ORSA) process.
Cybersecurity, investment issues and reinsurance are some of the challenges examined at NAIC Summer 2016 National Meeting. Learn more.
Banks have long recognized the tax advantages of BOLI, but may want to consider a new approach to policy selection and design.
Learn about the new Bank Secrecy Act and anti-money laundering rules that investment advisers will soon face.
When it comes to their own companies, many manufacturers feel it is unlikely that their data will be a target of any breach attempts.
With significant retirements expected within the insurance industry, an organization’s governance committee must develop a talent succession plan.
New products or services can give banks a strategic advantage
Economic nexus provisions often target financial institutions. They vary by state and can trigger income or franchise tax filing responsibilities.
Electronic banking is efficient for transferring funds, but businesses must understand how to implement controls to limit e-check fraud vulnerability.
Learn how banks can manage vendor cybersecurity risks, from assessment to the contract and beyond.
Even if tax reform comes to pass, it may not have the positive effects on economic growth and tax simplification that many hope for.
How can we help you?
To discuss how our team can help your business, contact us by phone 800.274.3978 or
Investment Industry Insights
The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.