Insurance

Stay Ahead of Change and Drive Growth

Our insurance practice can guide your organization to make smart, informed business decisions and find innovative financial solutions that can help drive growth and reduce risk.

Our professionals are deeply engaged with leading organizations such as the National Association of Insurance Commissioners (NAIC), the Insurance Accounting and Systems Association (IASA), and America’s Health Insurance Plans (AHIP), and we have participated on the American Institute of Certified Public Accountants (AICPA) Insurance Expert Panel.

Best’s Review’s AM Best has repeatedly named Moss Adams among the top 25 insurance auditors in their rankings of top audit firms.

Who We Serve

Our dedicated insurance practice works with a wide range of clients from billion dollar–member insurers to smaller groups including:

  • Captive insurance
  • Health insurance and risk-based organizations (RBOs)
  • Insurance brokers
  • Life insurance
  • Malpractice and general liability
  • Property and casualty
  • Risk retention groups
  • Self-funded organizations
  • Self-insured pools
  • Third-party administrators
  • Workers’ compensation providers

Insights

Alert
B&O Tax Exemptions for Insurers
The Washington Supreme Court ruled insurers can exempt related entities' amounts from B&O tax if they pay premiums tax.
Alert
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Split-Dollar Life Insurance Accounting
Split-dollar life insurance plans are becoming popular among health care organizations because they offer tax-advantaged retirement benefits and can qualify for loan accounting treatment. The catch? Loan treatment doesn’t always apply.
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Navigate Potential Impacts of ASC 740 Trends
Discover potential tax law changes and their impact on financial reporting to help improve your tax planning strategies.
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Thwart Cyberattacks and Avoid Headlines
Stolen data is extremely profitable. As cyberattacks become more prolific and publicized, it’s easy to conclude that the question becomes not if, but when information will be compromised. Moss Adams can help you stay one step ahead.
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Use COSO 2013 for Third-Party Risk Controls
Risk is complicated. That’s why it’s important to set up controls that also include your third-party service providers. COSO provides a framework that can help you outline and implement a plan to identify, assess, respond, and monitor your risk.
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Top 10 Financial Reporting Deficiencies
Deficiencies can bring the audit or compliance process to a standstill and create tension among management, the audit committee, and external stakeholders. Fortunately, many of the most common deficiencies—we’ve identified 10—can be avoided.
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Primary Contact

Photo of Tony Andrade
Tony Andrade
Principal
(503) 478-2287

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.