Featured Webinar
April 14, 2022 | 2:00 pm - 3:00 pm ET
Robert Waszak, CPA
Senior Manager, Johnson Lambert
Meet
Scott Hall
Johnson Lambert provides audit, tax, and consulting services to 500+ insurance clients, giving them the information needed to make critical business decisions to better monitor their risk and return.
Our focus on life insurance is unique. We're on the front lines. We're here for you. We go above and beyond. Your success is our success!
Set up a conversation with Scott today to discuss how we can better understand your goals and priorities.
Services for Life Insurance Entitites
Through working with hundreds of insurance entities and our immersion in all aspects of the industry, we add value to our clients in efficient engagements that do not compromise on knowledge sharing, best practice advising, and tailored synergistic and communicative approaches.
Audit and Assurance Services
Our audit and assurance services for insurers include but are not limited to: financial statement audit; reviews; accounting advisory services; SEC compliance and reporting; agreed upon procedures; and SOC 1, 2, 3, +, and Cybersecurity SOC.
Our team understands the complexities and the integration of statutory and insurance GAAP standards that govern your organization. Our audit practice is built on the highest quality standards and open, ongoing dialogue. It is not overcomplicated with unnecessary bureaucracy, while still providing access to a depth and breadth of insurance-focused resources that build trust and add value.
Our Audit ServicesTax Services
Johnson Lambert has a dedicated tax team that works with insurance companies and uses its vast insurance experience and knowledge to aid our tax clients with everything from tax preparation to assistance with statutory and GAAP provisions to planning and executing tax strategies that best position your organization for the future.
Our tax services for insurance entities include federal and state income tax preparation, preparation and review of quarterly and annual provisions and related disclosures, FATCA and foreign bank report filings, foreign tax filings, uncertain tax position documentation, taxing authority examination representation, and more.
Our Tax ServicesAdvisory and Consulting Services
We customize our advisory and consulting services to meet your organization’s unique needs. The Johnson Lambert team offers a wide variety of consulting and advisory services that can support your organization wherever you are today. We strive to build a partnership with our clients that prompts strategizing and optimizing for the future.
Some of our service offerings are internal audit (outsourcing + co-sourcing), Model Audit Rule (MAR) readiness and implementation, System and Organization Control (SOC) reports, ERM services, cybersecurity assessments, system implementation reviews, and more.
Our Advisory Services
Hot Topics
Know What’s Happening
The Imperative of AI for Insurers It is no longer a question of whether artificial intelligence (AI) will impact insurance companies’ business operations. Instead, the focus has shifted to how insurers can maintain ethical practices and adhere to regulatory standards […]
Economic uncertainty, shifting loss patterns, and fast-moving advances in data science are changing how insurers make critical decisions. From pricing and reserving to reinsurance and capital planning, models have become indispensable tools for interpreting complexity and driving strategy. These tools […]
On May 22, 2025, the U.S. House took a significant step by voting to approve and advance a sweeping piece of tax legislation, commonly referred to as the “One Big, Beautiful Bill.” This far-reaching bill holds the potential to impact […]
This white paper serves as a practical guide for understanding the often-complex accounting considerations for investments in captive insurance companies and alternative risk vehicles. It addresses the challenges arising from diverse captive structures and the various accounting frameworks (GAAP, GASB, […]
Following the original Beneficial Ownership Information (BOI) reporting requirements established under the Corporate Transparency Act (CTA), the Financial Crimes Enforcement Network (FinCEN) published an interim final rule in the Federal Register on March 26, 2025. The rule revises the applicability […]
For insurance companies, navigating the regulatory landscape can feel like charting a course through complex terrain. Two key frameworks, the Model Audit Rule (MAR) and the Own Risk and Solvency Assessment (ORSA), often appear on this same path. While both […]
The IRS issued Notice 2025-24, offering significant penalty relief for participants and material advisors involved in micro-captive reportable transactions. This notice extends the deadline for filing disclosure statements, originally due April 14, 2025, to July 31, 2025, extending the window […]
Johnson Lambert is honored to be recognized by Accounting Today as a 2025 Firm to Watch, as well as a 2025 Southeast Regional Leader. This recognition reflects the exceptional effort of our team and the ongoing trust placed in us […]
Johnson Lambert is pleased to celebrate the recognition of Principal Elyssa Nagle in Captive International’s prestigious FORTY Under 40 list. This list showcases the top talent in the captive insurance industry, highlighting 40 of the industry’s future leaders. Since joining […]
Insurance Industry
Investment and Involvement
AICPA Insurance Expert Panel
Johnson Lambert partners are consistently members of the American Institute of CPAs (AICPA) Insurance Expert Panel which brings together CPA leaders knowledgeable in the insurance industry to come to an agreement on key issues affecting insurance audit and attest matters.
NAIC Involvement
Members of the Johnson Lambert team, including both members of the insurance audit practice and the regulatory team who serve the needs of insurance regulators, attend NAIC meetings. We share what we learn in frequent, detailed reports featured in our Insights section of this website. We also have representation on the NAIC/AICPA Task Force.
Key Industry Group Immersion
Johnson Lambert professionals are board members, volunteers, speakers, and conference attendees for major industry groups, including IASA, AICPA, MPL Association, and more. The firm proudly sponsors these organizations and their events as well.
Featured
Webinars
Effective and Efficient Services
