Regularly ranked as one of the top firms serving the insurance industry by AM Best Company, we’re experienced in evaluating changing regulations and your business objectives to provide thoughtful, insightful guidance.
Our clients provide a wide array of insurance products and represent a cross-section of the insurance industry, ranging from health and medical insurance carriers to captive entities and state insurance associations. We provide our clients with services ranging from audit, tax planning and compliance, and IT security consulting to Own Risk and Solvency Assessment (ORSA), internal audit, and Model Audit Rule Compliance (MAR).
Areas of Focus
Insights for owner-managed businesses
Insurance Services Thought Leadership
Change the character of your net capital lossesInsurers that sell investments in the face of abnormal losses may have the opportunity to change the character of a net capital loss into an ordinary deductible loss. Our three-part approach shows you how.
Fraud happensStraight from our forensic investigative practice, these suggestions will help you establish critical policies and procedures to avoid it. Because trust is not an internal control.
Don't neglect tech: Cybersecurity is key to due diligenceAn independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
Ethics and the insurance industryPublic perception of ethics in the insurance industry is... Let's just say it's not at an all-time high. Changing those perceptions takes a top-down, enterprise-wide approach. These guiding principles and questions can help.
Fraud: Reporting it to the IRSIf you’ve been defrauded, there are two steps to bringing the fraudster to justice. First, tell the police. Then, the IRS.
Our clients say
PM’s responsiveness is outstanding. There has never been a time that I sent an email or made a call that I didn’t get a response within a matter of hours. I feel like the PM team is a trusted advisor so that when we’re going through tough decisions, I know I can call up our partner and get informed counsel.