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Theresa Greenway

Senior Associate, CPA, MST


As a tax expert in our financial services group, I primarily work with insurance companies, financial institutions, and mortgage companies. I have extensive experience with captive insurance arrangements as well as property, casualty, and health insurers. In addition, I specialize in ASC 740 and SSAP 101 income taxes.

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I always tell my kids there are no limitations to what they can become — the only limitations are the ones that they place on themselves. Mindset is the first step to achievement.

Additional Thoughts

Tax reform: What property and casualty insurance companies need to know now
Reforms enacted by the Tax Cuts and Jobs Act (TCJA) may affect tax planning for property and casualty insurance companies. Businesses should consider the effects of the new law on 2017 financial statements and tax returns for 2018 and beyond. 
Doug Youngren
Article February 28, 2018 6 min read
Tax alert: Avoid penalties. Report participation in micro-captive transaction by May 1
If your business has participated in a micro-captive insurance transaction, act quickly to comply with the new rules.
Margarete Chalker
Article January 04, 2017 2 min read