Audit, tax, and consulting services for commercial insurance companies, captives, risk retention groups, and public risk pools.Learn More
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Audit, tax compliance, and advisory services for associations, foundations, and other nonprofits.Learn More
Audit and tax compliance for 401(k), 403(b), defined benefit, health & welfare, profit sharing plans and more.Learn More
Johnson Lambert is a niche CPA firm that provides financial audits, tax compliance, information technology consulting, and advisory services to insurance companies, nonprofits, and employee benefit plans. The value we offer clients is deeper than the services we provide: we deliver a unique experience with true passion for the work we do and the people we serve.
Our formula for success is based on an innovative culture that attracts, develops, values, and provides outstanding opportunities to our exceptional people. We’re auditors, tax professionals, advisors, and industry experts who truly care about our clients and our work.
No organization is immune. You’re not too small. You’re not too big. Start the conversation now with our consultants and learn more about our Risk Assessment Approach:
In yet another captive insurance case, the United States Tax Court has ruled in favor of the Internal Revenue Service. The opinion on the case of Reserve Mechanical Corp, f/k/a Reserve Casualty Corporation v. Commissioner of Internal Revenue was released
In 2017, Vermont’s captive insurance companies were included in a state law allowing them to purchase Vermont Affordable Housing Tax Credits to offset their annual premium tax liability. (Vermont Statutes Online: Title 32: Chapter 151: Taxation and Finance: Cite as
More than two years after it began its project, the AICPA Auditing Standards Board (ASB) issued Proposed Statement on Auditing Standards (SAS), Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA. In January 2015,
Although it intended to simplify and clarify investment disclosures and create more consistent application across entities, the FASB caused some unintended confusion when it issued the following Accounting Standards Updates (ASU): ASU 2015-07 Disclosures for Investments in Certain Entities That
The Treasury Department has issued new guidance which eliminates the requirement to disclose the names and addresses of donors for a large swath of exempt organizations. Revenue Procedure 2018-38 provides that organizations exempt from tax under Section 501(a), other than
Johnson Lambert joined members of the American Society of Association Executives on Wednesday to meet with officials from the Treasury Department to voice concerns over the implementation of the tax on qualified transportation fringe benefits offered by tax-exempt employers created