SB’s insurance tax services are provided by seasoned professionals who understand tax laws and regulations, as well as statutory and GAAP accounting conventions.

Therefore, our tax advice is holistic and is fully informed by the impacts of our strategies on surplus and earnings.

Select services include:

• Tax return preparation and review
• Tax provision preparation and review, including reporting disclosures
• Tax due diligence and structuring
• Assistance with IRS and state tax audits
• Tax process design
• Tax training, including SSAP 101 and ASC 710