Insurance

Consider THF for insurance audit, tax, and consulting services! We understand the financial reporting, operating, and regulatory issues that affect insurance companies. Our large insurance clientele has allowed us to establish a core group of professionals within our firm. This team concentrates almost exclusively on serving insurance companies around the nation.

In fact, we have recently been named one of AM Best’s Top Actuarial and Accounting Firms! We are honored to provide services to a large number of insurance companies around the nation and serve in this special niche industry.

Services Provided

Our firm provides consulting services to our clients involving the complexities pervasive throughout the insurance industry. These services in insurance audit, tax, and consulting typically involve the following areas:

• Sarbanes-Oxley Act
• Section 404 internal control risk assessment
• Documentation and testing projects
• Claims recovery projects
• Assistance in developing reinsurance models, including evaluations of reinsurance contracts
• Assistance in structuring and recording portfolio assumption and reinsurance transactions
• Advising and assisting clients with mergers
• Conversions from fund status to stock company status
• Proxy tabulation
• Assessments and recoveries from second injury funds
• Forensic accounting services
• Matters involving solvency and receivership issues
• System and Organization Control Reports (SOC)

The Insurance Services Team is led by CPAs Canita Gunter Peterson, Stephen Andrews, Bill Ferguson, Brandon Mott, and Christopher Howell. They combine specialized training, industry experience, and regulatory expertise to respond to our clients with professional and individualized service. In addition to providing services related to the performance of annual audit and tax services, they also assist clients in providing compiled annual and quarterly statutory filings, SEC filings, consulting CFO services, strategic planning, and representation on regulatory matters.

FINREP Forum – An Insurance Conference on Financial Reporting

In addition, our Insurance Team hosts the annual FINREP Forum in both Texas and Florida. This conference focuses on education in financial reporting within insurance companies, specific to each state’s respective markets. The conference attracts CFOs and other members of accounting departments in insurance companies around the nation. Additional information on FINREP can be found at www.finrep.cpa.