2026 Insurance Industry Statutory, GAAP, and Tax Update

Preparing for 2025 Year-end Reporting

Get ready for the 2025 year-end with insights into the latest developments in statutory accounting (STAT), GAAP, and tax accounting for insurance companies. Join us for a comprehensive session designed to equip you with the tools and knowledge needed for accurate reporting and compliance. Learn about critical changes in STAT and GAAP, and prepare for the 2025 year-end with tailored insights and reminders.

Upon completion of this webinar, participants will be able to:

• Summarize the STAT Principles-Based Bond Definition (PBBD) requirements and resulting changes to Schedule D Part 1 (D-1) reporting and disclosures for bonds.
• Explain key changes from GAAP ASU 2018-12 for Long-Duration Insurance Contracts (LDI), including new assumption update guidance, discount rate update guidance, and simplified DAC amortization.
• Discuss the impact of major corporate tax updates (permanent extensions, capitalized research and expenditures changes) and apply essential year-end tax compliance reminders.
• Identify and apply GAAP and STAT requirements for new and modified year-end financial reporting disclosures, including proper classification of newly defined restricted assets.

Who Should Attend

This webinar is ideal for CFOs, controllers, accounting managers, accounting professionals, regulators, and others who would like to increase their understanding of statutory accounting, tax, and auditing updates.