Federal Tax Insurance Advisory

Capturing Benefits With Insurance Advisory Services

Crowe Horwath LLP understands the highly regulated insurance environment requiring compliance with multiple regulatory authorities for diverse U.S. or multinational operations. Our insurance tax advisers can recommend strategies to manage the tax impact of fair value measurements, other-than-temporary impairment (OTTI), tax accounting, and disclosure requirements. We support your needs for insurance-focused tax planning and compliance including federal excise taxes on premiums. We can help you identify opportunities to:

  • Create additional cash flow
  • Reduce effective tax rates
  • Increase shareholder value

Our insurance advisory specialists can also assist in the planning of an effective captive insurance company solution to meet your business objectives for ideal coverage, domiciles, and vendors. Our team works with you to determine the most appropriate single-parent, group, or protected-cell structure for optimum tax advantages. In addition, our team has extensive experience with domestic and foreign extended warranty captives.

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Lynn McGuire

Partner