Recent Insights
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.
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.
Article
August 5, 2025
Explore how long-duration targeted improvements (LDTI) changes impact insurance accounting standards, from data management to financial statements.
Article
May 5, 2025
Learn how insurance companies can achieve model audit rule (MAR) compliance with strategic risk management and enhanced internal control practices.
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).
Article
February 20, 2025
Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.
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.
Article
November 6, 2024
Learn the key steps in the business site selection process, from feasibility analysis to negotiating tax credits and incentives.