INSURANCE insurance-white

Sound advice. Responsive Service.

Are you getting the insurance expertise you need? Our personnel are experienced with the requirements and application of statutory accounting principles as well as GAAP. In this regard we have significant expertise in addressing the accounting and financial implications of complex insurance, reinsurance, investments and business transactions. We have extensive experience and relationships working with the Ohio Department of Insurance and A.M. Best. Our insurance practice includes a team of professionals with insurance industry experience. The practice includes auditors, IT specialists and tax advisors who are able to assist your organization. Our strength is our ability to provide responsive service by knowledgeable personnel.

We offer the following services to our insurance clients:

  • Statutory and GAAP audits
  • Assistance in statutory quarterly and annual statement filings
  • Preparation of federal, state and local tax returns

831(b) Captive Insurance Company

If your organization is interested in reducing your insurance costs and decreasing your taxable income, we can assist you in this analysis. Maloney + Novotny has partnered with J. Lash & Company* who specializes in the formation of captives. Together we can effectively manage the compliance, regulations and financial aspects of the supporting captive.

CONTACT:

SHERRI BATES
Principal, Audit & Insurance
216.344.5213
sbates@maloneynovotny.com

*J. Lash & Company and Maloney + Novotny LLC are independent accounting and consulting firms. Both firms are separate and independent legal entities. All such services are by affiliate member firms practicing on their own account.

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