Insurance

Audit, tax, and consulting services for commercial insurance companies, captives, risk retention groups, and public risk pools.

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Insurance Regulators

Full service financial exams, multi-state coordinated exams, IT reviews, and more for state departments of insurance.

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Nonprofits

Audit, tax compliance, and advisory services for associations, foundations, and other nonprofits.

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Employee Benefit Plans

Audit and tax compliance for 401(k), 403(b), defined benefit, health & welfare, profit sharing plans and more.

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About Johnson Lambert

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.

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What Matters Most: Our Clients + Our People

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.

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computer

Consulting Service:

CYBERSECURITY

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:

  • Customized to your IT environment
  • Adaptive to the evolution of the business
  • Toolkit specially developed for clients
  • Informed by our experience performing SOC and Cybersecurity SOC Reports

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WHAT’S NEW AT JOHNSON LAMBERT

Insurance
Jun 28, 2018

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

Jun 28, 2018

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

Employee Benefit Plans
Apr 30, 2017

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,

Apr 30, 2017

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

Nonprofits
Jul 18, 2018

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

Apr 27, 2018

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