Baker Tilly’s insurance specialists understand the environment in which you operate and the pressure you feel in maximizing cash and investments, complying with state regulations, and shifting risk effectively.

Your business goals are incorporated into the tax planning process as we identify available options and discuss with you the implications of each alternative. Benefit from advanced planning techniques, innovative ideas, and objective guidance as we employ specific tax strategies based on your unique situation.

Our insurance tax services include:

• Insurance compliance and outsourcing
• Cost segregation studies
• Executive financial planning
• Federal tax advisory
• International tax
• IRS practice and procedures
• Litigation support
• Mergers, divestitures, and structuring new businesses
• SSAP 101 implementation
• State and local tax
• Statutory tax provision preparation and review
• Tax exempt entities 

Contact our financial services industry team >