People in motion in office lobby

Insights

Recent Insights

Abstract digital artwork of blue lines and dots on a black background

Article

November 26, 2025

Discover how AI in the insurance industry is regulated by the NAIC, and explore strategies for establishing a compliant, effective governance framework.

Bird's eye view of the Capitol building in Washington D.C. at night

Article

August 28, 2025

Discover how the 2025 tax reform impacts insurance companies, including how it will reshape tax planning, investment strategy and compliance delivery.

Woman sitting at a desk working on a laptop and looking at documents

Article

August 5, 2025

Explore how long-duration targeted improvements (LDTI) changes impact insurance accounting standards, from data management to financial statements.

Two women at a desk looking at a laptop

Article

May 5, 2025

Learn how insurance companies can achieve model audit rule (MAR) compliance with strategic risk management and enhanced internal control practices.

Tax Beat Podcast thumbnail

Podcast

March 24, 2025

28:46

Speakers: Brooks E. Nelson, Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).

Man working in front of a laptop with a pen and documents

Article

February 20, 2025

Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.

Business people sitting at a meeting table in front of laptops

Article

January 23, 2025

Learn the benefits of partnering with TPAs for insurance risk management, claims processing and customer service while maintaining compliance.

Article

January 23, 2025

Learn about the NAIC's principles-based bonds guidance, effective 2025, and its impact on SSAP No. 26R, issuer credit obligations and securities.

Case Study

November 27, 2024

Discover how Ullico achieved SOX compliance, operational improvements, and strengthened cybersecurity through Cherry Bekaert’s advisory services.