NAIC Update
What’s new at the NAIC this year in statutory reporting and accounting? This session will cover key updates from the 2024 NAIC Spring National Meeting held in March, including highlights relevant to insurers and preparers. It will also provide an overview of the finalized risk-based capital formula reporting formats released in April, as well as the 2025 annual statement reporting format changes finalized in late May. Gain guidance to help companies navigate internal process adjustments in response to these changes.
Speaker:
Connie Jasper Woodroof
Tax Update
The insurance industry is facing a constantly evolving tax landscape, with new laws and regulations introduced each year. Staying current is essential to ensure compliance, manage risk, and minimize potential liabilities. This session will provide an update on the latest proposed and enacted tax legislation, with a focus on how these changes may impact the insurance industry. Topics will include potential corporate tax rate changes and their effect on interim provision calculations, along with practical insights to help organizations navigate the road ahead.
Speakers:
Brandy Shy, CPA, FORVIS
Mary Beth Zajicek, CPA, Deloitte