Brown Plus 2023 Insurance Webinar

Brown Plus 2023 Insurance Webinar

On Thursday, December 14, 2023, from 2:00 PM to 3:00 PM EST, the Brown Plus Insurance Practice presented a virtual webinar on statutory and tax updates for insurance companies. This webinar was geared towards accounting and finance professionals in the insurance industry. Brown Plus presenters Scott Esworthy, Hank Straub, Carrie Small and Ryan Perez covered topics including a statutory accounting update; changes to the annual and quarterly statements blanks; a GAAP update focused on Current Expected Credit Losses (CECL); an overview of deferred tax asset admissibility and valuation considerations; and other tax updates and year-end planning opportunities.

To access the Insurance Webinar recording and materials, please fill out the contact form below.

2023 Insurance Webinar Materials

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Presented by:

Scott Esworthy, CPA, Audit Principal

Scott is a Principal and Shareholder with Brown Plus, specializing in the audits of property and casualty (P&C) insurance entities and Employee Benefit Plans (EBPs). He co-manages one of the largest regional P&C insurance audit practices, which is also nationally ranked by A.M. Best. Scott has been involved in audits of P&C insurance entities for over 25 years. Within the BSSF Insurance Practice, Scott has extensive experience with workers’ compensation self-insured groups located in Pennsylvania, Maryland and California. Scott is highly knowledgeable in statutory and GAAP insurance financial reporting.

Hank Straub, CPA, Audit Principal

Hank is a Principal and Shareholder with Brown Plus, specializing in accounting and audits of P&C insurance companies, distributors and automobile dealers. Hank also serves as the Treasurer of Brown Plus. Prior to joining Brown Plus, Hank was a founding partner of an advisory group that provided in-depth financial expertise to P&C insurance companies. He also has served as Controller and CFO for a publicly traded P&C insurance holding company and has over 12 years of experience working as a senior audit manager at a Big Four accounting firm.

Carrie Small, CPA, MST, Tax Principal

Carrie has over 20 years of experience providing tax compliance and consulting services to clients, with a specialization in insurance taxation. Within the Brown Plus Insurance Practice, she specializes in providing tax compliance, tax provision and tax consulting services to insurance entities. Carrie is passionate about the insurance industry and is highly active with numerous professional associations within the insurance community. She has served as a subject matter expert for the Pennsylvania Association of Mutual Insurance Companies (PAMIC) and the Insurance Accounting & Systems Association (IASA).

Ryan Perez, CPA, Audit Manager

Ryan is a Manager at Brown Plus and has over five years of experience providing statutory and GAAP audits to insurance companies and self-insured groups. He also specializes in Employee Benefit Plan (EBP) audits, with a focus on 401(k)s and Employee Stock Ownership Plans (ESOPs).


Posted In: Insurance | Downloadable Resources | Webinars

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