Recent Insights
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
May 5, 2025
Updated: July 28, 2025
Learn how insurance companies can achieve model audit rule (MAR) compliance with strategic risk management and enhanced internal control practices.
28:46
Speakers: 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.
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.