Audit, Tax, and Consulting Services Designed for Life Insurers

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Featured Webinar

April 14, 2022   |   2:00 pm - 3:00 pm ET

Corporate Governance: Think Outside the Boardroom

Robert Waszak, CPA

Senior Manager, Johnson Lambert



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 Services

Tax 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 Services

Advisory 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 Treasury Department and Internal Revenue Service recently issued proposed regulations IR-2023-74. The proposed regulations clarify what it means to be a transaction of interest, and include parameters where a micro-captive may now be considered a listed transaction. The IRS […]

Since 1986, non-life insurance companies have discounted loss reserves using the annual discount factors and interest rates released by the IRS. In this edition of Tax Matters, we provide insight as to why the adjustment is required and how to […]

Johnson Lambert is dedicated to keeping you up to date on the impact of the Government Accounting Standards Board’s (GASB) Statement No. 96, Subscription-Based Information Technology Arrangements (GASB 96). GASB 96 is effective for fiscal years beginning after June 15, […]

Johnson Lambert LLP is dedicated to keeping you informed of changes adopted by the NAIC. In this edition, you’ll find a summary of statutory accounting adoptions made by the Statutory Accounting Principles Working Group (SAPWG) during the Spring National Meeting […]

In our latest interview, Scott Hall takes time to speak about his upcoming trip to the ACLI Forum 500 Leadership Retreat and the unique value that Johnson Lambert brings to serving the life industry! What are you looking forward to […]

Vendors, third parties, service providers; all of these names can be confusing and overwhelming. What’s the difference? Who is considered one? To simplify, you can use these words interchangeably to describe business entities that provide services to your organization. In […]

On March 27, 2023, the Financial Accounting Standards Board (FASB) issued clarifying lease accounting guidance for leases between related parties under common control. The amendments in ASU 2023-01, Leases (Topic 842) – Common Control Arrangements address the following: Written Terms […]

Insurance companies have an incredible amount of data. Many leading organizations are harnessing the power of their data and the insights that can be uncovered when the team, the infrastructure, and the commitment are in place to make more strategic […]

When it comes to insurance industry regulations, corporate governance can play a significant role in determining a company’s success. With heightened public scrutiny due to social media and the risk of expedited spread of information, as well as the greater […]


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.




April 14, 2022   |   2:00 pm - 3:00 pm ET

Corporate Governance: Think Outside the Boardroom

Robert Waszak, CPA Senior Manager, Johnson Lambert

January 11, 2022   |   2:00 pm - 3:00 pm ET

2022 GAAP/STAT Accounting and Tax Update

Andrew Farris, CPA Senior Manager, Johnson Lambert

Paul Preziotti, CPA Partner, Johnson Lambert

November 17, 2021   |   2:00 pm - 3:00 pm ET

Corporate Governance: Does It Really Matter?

Andrew Cleveland, CPA Senior Manager, Johnson Lambert

Dustin Barnwell, CPA Principal, Johnson Lambert

June 22, 2021   |   2:00 pm - 3:00 pm ET

Leases, Culture, and Accounting: How It All Fits Together

Andrea Wright, CPA, MBA Partner, Johnson Lambert


Effective and Efficient Services

If your organization is looking for a CPA and consulting firm who knows the industry, get in touch with Johnson Lambert's specialized team of professionals.