Insurance
Assurance
Tax
Advisory
Regulatory

In today’s agile business environment, insurance companies are struck with continuous industry evolution. From life insurers to holding companies to property and casualty insurers, DHG helps insurance organizations of all types and sizes manage the unique industry challenges they face, such as:

  • Financial Reporting Accuracy
  • Enhanced Governance Oversight
  • Industry Consolidation
  • Regulatory Uncertainty
  • Sustaining Operational Performance
  • Risk And Capital Management
  • Actuarial Solutions
  • Technological Instability

 

Our Primary Business Sectors

Our resourceful insurance professionals apply extensive industry knowledge and insight to remain responsive to regulatory change and to help mitigate risk and capitalize on opportunities.

Our approach recognizes that complexity and risk vary from company to company. That’s why we focus on the risks most critical to stakeholders thereby minimizing disruption to management and delivering a high-quality product in each service we provide.


What Differentiates Us

 


DHG is armed with insurance specific professionals that touch a wide range of service areas and have the technical skill and experience to meet your needs. Our goal is to be a one-stop shop to drive efficiency and stability within your organization.

DHG Insurance Four Primary Services

Assurance

Our assurance services; whether it be an external or internal audit, accounting advisory or other attest services; are built on trust and transparency. Our goal is to provide quality services to industry stakeholders with an efficient and solutions-based approach.

The insurance industry is faced with unprecedented change and innovation against a backdrop of an increasingly demanding regulatory landscape. That’s why we’re continually investing in our assurance practice to stay at the forefront of change and to provide clients with critical and timely industry insights.

The DHG Difference

With a full-time focus on the industry, DHG Insurance professionals lead or supplement advisory projects when not providing assurance services. This mix of exposure gives your assurance team insight not often gained during traditional attest services and allows them to see your industry through a different lens.

Key Assurance Service Offerings

Accounting

  • US GAAP
  • NAIC SAP
  • IFRS

Attest

  • Agreed Upon Procedures
  • Review And Compilations
  • SOCC 1 And 2 Reports

Internal Audit

  • Outsourcing
  • Co-Sourcing

Financial Statement Audit

  • Public Companies
  • Private Companies
  • Mutual Companies
  • Captives
  • Schedule BA Investments
  • Employee Benefit Plans

IPO Readiness

SOX Services

Key Contact

Rand Meyer, Assurance Service Partner | DHG Insurance
rand.meyer@dhg.com | 404-575-8956

Tax

Our team believes that finding solutions to your tax issues is an essential component of business success. Continuously looking for ways to employ creative strategies, while solving complex problems, has helped us deliver on our goal of partnering in your success.

As regulations continue to change, and tax legislation is re-written, our experienced team of professionals brings 30+ years of industry-specific knowledge to client situations. We have built our tax team around key fundamentals starting with extensive training and continued learning necessary to stay current in an ever-changing landscape.

Tax Approach

DHG views tax planning as the most critical component of tax service. This emphasis results in close coordination with key management personnel on all tax matters. We stress the formation of a comprehensive tax and financial strategy that anticipates organizational needs and issues. We strive to deliver information tailored to the audience - from your newest associate to the CEO – in a clear and concise manner that is readily understood.

Key Tax Service Offerings

  • Domestic (Federal, Foreign and State) Tax Compliance
  • International Tax Planning
  • Due Diligence M&A Support
  • Acquisition Structuring & Implementation
  • Accounting for Income Tax Support (GAAP & Statutory)
  • IRS and State Examinations

Key Contact

Jim Sabella, Tax Partner | DHG Insurance
jim.sabella@dhg.com | 404-575-8961

Advisory

Insurance entities are facing internal and external challenges at a rapid pace as the marketplace continuously seeks to efficiently manage capital while delivering superior customer service. At DHG, we help our clients understand the impact of the competitive landscape by leveraging our deep industry knowledge.

Our team brings decades of experience in developing practical solutions, including: capital management, analysis and execution of strategic acquisition and divestiture activities, process transformation, and implementing changes to regulatory and accounting standards.

Specialized Intelligence


Key Advisory Service Offerings

  • Accounting Advisory (GAAP, NAIC, Statutory, IFRS)
  • Actuarial Model Validation & Implementation
  • Finance and Process Transformation
  • Internal Control Assessment & Framework Implementation
  • Internal Audit Assistance
  • Operational Risk Assessment
  • Risk-Based Capital Strategy & Modeling
  • Sarbanes-Oxley (SOX) Compliance
  • Strategic Staff Augmentation
  • Technology Strategy & Implementation
  • Transaction Support

Key Contact

Louis Mannello, Advisory Partner | DHG Insurance
louis.mannello@dhg.com | 704-367-5940

Regulatory

As regulation evolves and risks diversify, regulatory oversight poses unique challenges and the need for greater organizational efficiency and effectiveness for those charged with governance. DHG’s solution – provide regulatory bodies with a service team of professionals who focus solely on the insurance industry.

We have built a team of professionals and a network of credentialed ex-regulators who have considerable regulatory knowledge to ensure greater organizational efficiency and effectiveness for those charged with governance. Our experience has afforded us extensive exposure to diverse issues within the regulatory environment. Over the past three decades, we’ve helped more than 35 State Departments of Insurance by performing multifaceted regulatory services. We strictly adhere to NAIC standards, and the governing state statutes, rules and regulations.

Key Regulatory Service Offerings

  • Risk-focused Financial Examinations
  • Market Conduct Examinations & MCAS Data Integrity Reviews
  • Financial Analysis
  • Cybersecurity & Information Technology Services
  • Corporate Governance
  • ERM Implementation & ORSA Review
  • Investment & Reinsurance Review Services
  • Mergers & Acquisitions (Form A Filings)
  • Admissions & Other Form Filings
  • Supervision, Rehabilitation, Liquidations
  • Financial Examinations of Captives
  • Special Projects

Key Contact

Matt Church, Managing Partner | DHG Insurance
matt.church@dhg.com | 704.594.8104

 

 

 

Publications Publications
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NAIC 2018 Summer Meeting Newsletter
The following represents a summary of the key decisions made by the National Association of Insurance Commissioners (NAIC) during the 2018 Summer National
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Corporate Governance in the Insurance Industry
In general terms, across all industries - public or private - corporate governance is simply the framework of procedures and structures that investors rely
Read More
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NAIC 2018 Spring Meeting Newsletter
The following represents an executive summary of the key decisions made by the National Association of Insurance Commissioners (NAIC) during the 2018
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Events Events
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News News
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DHG Insurance Expands into Texas
Fort Worth, TX, October 12, 2017 – DHG Insurance, the national industry practice of Dixon Hughes Goodman LLP, continues to expand its audit, tax and
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Adam Thomas to Serve as Office Managing Partner in T...
Tampa, Fla., Oct. 12, 2017 – Adam Thomas, Partner in DHG Financial Services, is relocating from the firm’s Raleigh, N.C., office to serve as Office
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Dixon Hughes Goodman LLP’s Atlanta Insurance Tax Pra...
Dixon Hughes Goodman, the largest accounting firm headquartered in the Southern U.S., is pleased to have Jim Sabella, Chad Bullard and Reggie Edward join
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Alerts Alerts
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Summary of Statutory Accounting Principles (E) Worki...
On February 8, 2017, The Statutory Accounting Principles (E) Working Group adopted INT 18-01: Updated Tax Estimates under the Tax Cuts and Jobs Act. The
Read More
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Tax Cuts and Jobs Act Conference Committee Report In...
The Conference Report (the Report) to accompany H.R. 1, the Tax Cuts and Jobs Act of 2017, was released on December 15, 2017. The 1,100 page report
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Insurance Company Tax and Draft Legislation for the ...
The House Ways and Means Committee released initial draft legislative language for the long awaited “Tax Cuts and Jobs Act of 2017” (HR 1), or “the bill” –
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Blog Blog
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Dixon Hughes Goodman LLP’s Atlanta Insurance Tax Pra...
Dixon Hughes Goodman, the largest accounting firm headquartered in the Southern U.S., is pleased to have Jim Sabella, Chad Bullard and Reggie Edward join
Read More
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NAIC 2014 Spring Meeting Newsletter
While the Spring 2014 NAIC Meeting was held in the magical confines of Walt Disney World, it is going to take more than pixie dust and wishes upon a star
Read More
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FASB Changes Course on Insurance Contracts Project
The Financial Accounting Standards Board (FASB) has reconsidered the direction of their comprehensive project on accounting for insurance contracts.
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Case Studies Case Studies
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DHG TV DHG TV
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Industry Issues



Services In Focus
Alerts, News
& Publications


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