Todd Rosenbaum
Insurance Industry Leader
Focus Areas
- Accounting Services
- Audit & Attest Services
- Employee Benefit Plan Audits
- GAAP and Statutory Services
- SOC Reporting Services
CPA License
- KY-11300045
Community Involvement
- Director and Finance Committee Chair, Habitat for Humanity
- Treasurer, Big Brothers and Big Sisters of Kentuckiana
- Loaned Executive with Junior Achievement of Kentuckiana
Education
- B.A. in Accounting, Indiana University
Professional Involvement
- Member, Information Management and Technology Assurance (IMTA) Divison, American Institute of Certified Public Accountants (AICPA)
- Member, Kentucky Society of Certified Public Accountants (KyCPA)
- Member, Florida Society of Certified Public Accountants (FlCPA)
CPA License
- KY-11300045
Community Involvement
- Director and Finance Committee Chair, Habitat for Humanity
- Treasurer, Big Brothers and Big Sisters of Kentuckiana
- Loaned Executive with Junior Achievement of Kentuckiana
Education
- B.A. in Accounting, Indiana University
Professional Involvement
- Member, Information Management and Technology Assurance (IMTA) Divison, American Institute of Certified Public Accountants (AICPA)
- Member, Kentucky Society of Certified Public Accountants (KyCPA)
- Member, Florida Society of Certified Public Accountants (FlCPA)
Related Insights
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Learn how LDTI changes impact financial statements, with liability remeasurements, OCI adjustments and enhanced roll-forward disclosures.
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Learn how insurance companies can achieve model audit rule (MAR) compliance with strategic risk management and enhanced internal control practices.
Article
2/20/2025 9:12:53 PM
Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.