About
Alan has more than 30 years of tax experience, working closely with insurance
companies for the majority of that time. He is a licensed CPA and has his Juris
Doctorate. Alan specializes in the taxation of insurance companies, including captive
insurance companies, and is responsible for serving insurers writing fidelity, personal
and commercial lines, medical and life insurance and other professional malpractice
coverages.
His areas of specialty include consulting and compliance tax services, captive insurance
services, representation of clients before the Internal Revenue Service and state taxing
authorities, structuring and review of complex GAAP and statutory accounting tax
provisions. He also frequently speaks at conferences on matters impacting the industry.