Our professionals have the necessary advanced technical skills, objectivity, and industry expertise to support you at every stage. Find out how one of our solutions can help you achieve SMART Results!

Our services include:

Insurance Tax Solutions
Company Tax

• Planning for tax reserves and related items
• Statutory deferred tax asset planning
• IRS audit assistance on reserves
• Liability hedge calculation and tax planning
• Post-tax return generation on fixed income securities

Product Tax

• IRC Section 7702 and 7702A analysis
• Policyholder tax compliance testing and system implementation
• IRS filing assistance with remediation for contract failures

Corporate Modeling Solutions

• Corporate modeling, customization, and conversion
• Applications
  • Enterprise risk management
  • Cash flow testing
  • Asset / liability management
  • Product development and pricing
  • Stat / Tax / GAAP valuation
  • Merger and acquisition analysis
• Experience with most major actuarial software platforms
• Comprehensive expertise in AXIS solutions

Insurance Consulting Solutions

• Data analysis and administrative system correction services
• Administrative system conversion support
• EVA analysis
• Litigation and expert witness services
• Experience studies
• Capital planning
• Statutory and GAAP financial reporting
• Implications of IFRS for insurance companies
• Acquisition due diligence
• Analysis of COLI and BOLI plans
• Risk transfer testing under FAS 113
• SOX and Model Audit Rule implementation and testing services