Steven Greene
West Hartford, Connecticut, United States
985 followers
500+ connections
985 followers
500+ connections
About
Steve possesses more than 30 years of federal, state & local and foreign insurance tax…
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Articles by Steven
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ASU 2023-09 Improvements to Income Tax Disclosures
ASU 2023-09 Improvements to Income Tax Disclosures
On December 14, 2023, FASB issued ASU 2023-09 Income Taxes (Topic 740): Improvements to Income Tax Disclosures…
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West Virginia - Amending and Reenacting Insurance Premium Surcharge to Fund Fire Protection, Emergency Services
West Virginia - Amending and Reenacting Insurance Premium Surcharge to Fund Fire Protection, Emergency Services
Aug. 22 - West Virginia signed a law amending and reenacting a surcharge on insurance premiums to fund fire protection…
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Municipalities Looking to Tax Insurers on Non-Premium Income
Municipalities Looking to Tax Insurers on Non-Premium Income
PA municipal tax (Radnor, PA) – Business privilege tax - as of November 2022, a case has been in litigation regarding…
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Challenges to Property Tax Assessments
Challenges to Property Tax Assessments
The recent pandemic has had a significant impact on the ways companies conduct business relative to their real estate…
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Section 831(b) Election Revocation
Section 831(b) Election Revocation
A licensed captive insurance company that elected to be taxed only on its taxable investment income pursuant to I.R.
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REVISED 2022 Loss Reserve Discount Factors
REVISED 2022 Loss Reserve Discount Factors
On December 23, 2022, the IRS released Revenue Procedure 2023-10. The IRS recently revised the 2022 discount factors…
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2022 IRS Loss Reserve Discount Factors
2022 IRS Loss Reserve Discount Factors
On December 23, 2022, the IRS released Revenue Procedure 2023-10. This revenue procedure prescribes the loss payment…
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WV Apportionment & Sourcing Changes
WV Apportionment & Sourcing Changes
West Virginia—Corporate Income Tax: Final Apportionment & Market-Based Sourcing Regs Adopted (Jul. 12, 2022) Effective…
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Governor signs Senate Bill 347 in North Carolina
Governor signs Senate Bill 347 in North Carolina
Subject to approval from the commissioner to operate as a North Carolina-domiciled captive on or before December 31…
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Learn the Income Tax Reporting Differences Between IFRS and GAAP
Learn the Income Tax Reporting Differences Between IFRS and GAAP
Authored by Crowe's own Chris Kobylewski. This article, originally published in Bloomberg Tax, explains the differences…
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985 followers
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Steven Greene shared thisThe FASB continues its hedge accounting modernization effort with targeted ASC 815 proposed amendments. My colleagues cover the details.Steven Greene shared thisThe latest ASC 815 hedge accounting proposal removes operational barriers while expanding qualifying hedge strategies. Stakeholders have until Aug. 17 to weigh in on the FASB hedge accounting proposal. https://bit.ly/453ZZlv
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Steven Greene shared thisGet insight from Crowe specialists on how unclaimed property risk complicates operations for fintech and digital asset companies, especially as state enforcement and audit activity increase.Steven Greene shared thisUnclaimed property law poses growing compliance and audit risks for fintech and digital asset companies. Learn what organizations should know from Angela Gebert and Zach Robbins. https://bit.ly/4gMltdJ
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Steven Greene shared thisCompanies in the insurance space will need to navigate some market headwinds, according to this analysis from ITR Economics.Steven Greene shared thisThis analysis from ITR Economics explains how inflation, interest rates, and consumer woes are combining to create headwinds for insurance. https://bit.ly/3QXlaCz
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Steven Greene shared thisRead the latest edition of our roundup to get updates on continued state-level responses to OBBBA tax provisions and adjustments to state income tax rates.Steven Greene shared thisPrepare your business for coming tax changes at the state level. Our latest roundup covers key changes in state tax, including continued responses to OBBBA provisions and adjustments in corporate tax rates. Read the roundup for more information on important developments in state tax for businesses. https://bit.ly/4ghb1e6
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Steven Greene shared thisAI is quickly becoming a strategic priority for organizations – but accounting for AI investments isn't always straightforward. If you're involved in finance, accounting, technology, or AI strategy, this session from @Crowe specialists provides practical guidance on how to evaluate and account for AI-related spending.Steven Greene shared thisAs AI adoption accelerates, it is critical to understand AI investment-related accounting implications and evolving guidance. Watch our recording for insights. https://bit.ly/3Sqz2pe
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Steven Greene shared thisGet the latest updates on financial reporting, governance, risk management, and regulatory compliance issues directly from my colleagues in this month's FIEB.Steven Greene shared thisThe FDIC and NCUA release Q1 results; banking agencies and NCUA propose CAMELS framework changes; Fed proposes payment account framework – all this and more in this month’s FIEB. https://bit.ly/4uIiCWI
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Steven Greene shared thisCompanies in the insurance space will need to navigate some market headwinds, according to this analysis from ITR Economics, a subsidiary of Crowe.Steven Greene shared thisMost segments of the insurance industry are in a stage of slowing growth. What are the strategy and operational implications? Crowe subsidiary ITR Economics explains. https://bit.ly/3PWnoSe
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Steven Greene shared thisThe next chapter for Crowe! Building on our strong 80+ year foundation, this strategic partnership with KKR creates new opportunities to invest in our talent, technology and capabilities – and, ultimately, create even more value for our clients. #GoCrowe https://bit.ly/crowe-kkrSteven Greene shared thisFor more than 80 years, Crowe has grown by staying focused on our values, quality, client service, and the strength of our people. Today, we’re excited to announce an agreement with KKR, a leading global investment firm, that will help us build on that strong foundation. This strategic partnership will accelerate our growth strategy and support continued investment in our people, technology, and capabilities, while enhancing how we serve clients and helping us deliver even greater value. At the same time, one thing will remain constant: The Crowe Way will continue to guide how we lead, serve, and grow for years and generations to come. Read the full #CroweNews release: https://bit.ly/4xGkQJ1
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Steven Greene shared thisWhen new information, doubts or surprising facts disrupt an original plan or historical norms, it is time to give pause for thought and deeper contemplation. Please read below.......Steven Greene shared thisI recently read an article about the declining birth rate in the US and Europe. Most of the articles that I read on this topic typically focus on this as a labor or economic issue. While these concerns certainly impact insurance companies, as an industry this is something more fundamental, specifically a long-term reshaping of risk pools, growth assumptions, and product demand. It is obvious but worth stating that fewer births today means fewer drivers, homeowners, workers, and policyholders tomorrow. It also means a smaller base subsidizing aging populations that are living longer and requiring more healthcare, retirement income, and long-term care support. Some of the most significant implications to the insurance industry are structural: • Slower premium growth in traditional personal lines • Greater pressure on life, health, and annuity pricing models • Increased importance of automation and AI as workforce shortages intensify • Expanded demand for products tied to longevity, elder care, and retirement security • More reliance on productivity gains than demographic expansion The industry has historically benefited from population growth as a tailwind; "growth solves many problems." In many developed markets, that era may be ending. The next decade will likely reward insurers that adapt from “growth through scale” to “growth through precision” — better underwriting, smarter distribution, and products designed for older, smaller populations.
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Steven Greene liked thisSteven Greene liked thisWe're excited to announce the recent promotion of Mark Tavel, CPA to Vice President of Finance & Controller! As one of the earliest members of the Falcon Risk Services team, joining in January 2022 as our fifth employee, Mark has played an instrumental role in our growth and success. His financial expertise, leadership, and unwavering commitment to excellence have helped build a strong foundation for our organization. Please join us in congratulating Mark on this well-deserved promotion. We look forward to his continued success in this new role! #CareerGrowth #FalconRiskServices
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Steven Greene liked thisSteven Greene liked thisWe are excited to announce the newest addition to our Business Development team, John (Jack) Doherty, who joins us as an Agency Advisor supporting our Pennsylvania and New Jersey markets. In this role, Jack will focus on building and strengthening agent relationships, identifying growth opportunities, delivering exceptional service to existing clients, and helping expand CATIC's presence throughout the region. His strong sales background, analytical mindset, and commitment to customer service make him an excellent addition to our team. Prior to joining CATIC, Jack most recently served as a Sales Associate with CoStar Group, where he executed strategic business plans to drive revenue growth across a multi-state territory that included Pennsylvania, New Jersey, Delaware, Maryland, and Virginia. In this role, he developed new business opportunities, managed existing client relationships, delivered consultative sales presentations, and provided onboarding, training, and ongoing support to clients. During his tenure, Jack achieved 130% of quota while maintaining a strong focus on client service and retention. Previously, Jack worked as an Associate Account Executive with Johnson & Johnson, where he supported medical device sales and education initiatives, and as a Production Analyst with CBRE, where he was responsible for financial underwriting, market analysis, marketing, and transaction management for commercial real estate financing. In that role, he helped close more than $850 million in commercial real estate transactions and gained valuable experience in relationship management, market research, and business development. Jack earned a Bachelor of Science in Marketing from Saint Joseph's University, where he completed coursework in marketing, finance, and accounting. He also participated in a study abroad program in Madrid, Spain, and served as President and Team Coach/Captain of the university's men's club basketball team. Please join us in extending a warm welcome to Jack as he joins our Sales team!
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Steven Greene liked thisSteven Greene liked this
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Steven Greene liked thisSteven Greene liked thisWe’re excited to announce that Ategrity has launched our new Architects & Engineers Professional Liability product. Built to address the evolving risks faced by today’s design professionals, this solution delivers flexible, responsive coverage for a broad range of architectural, engineering, design, and consulting firms. As design firms navigate increasingly complex projects and exposures, Ategrity is committed to providing tailored solutions that help protect their business and support their growth. We look forward to partnering with brokers and agents to bring this new offering to market. Interested in partnering with Ategrity? Wholesale agents and brokers can reach out to agency@ategrity.com to learn more.
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Steven Greene liked thisSteven Greene liked this𝗤𝗕𝗘 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝘀𝗼𝗹𝗲 𝗼𝘄𝗻𝗲𝗿 𝗮𝗻𝗱 𝘀𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗼𝗳 𝗥𝗮𝗵𝗲𝗷𝗮 𝗤𝗕𝗘 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗟𝗶𝗺𝗶𝘁𝗲𝗱. After 18 years of partnership, QBE Insurance Group Limited and Prism Johnson Limited announced today that QBE Insurance Group Limited has become the sole owner and shareholder of Raheja QBE, following approval from the Insurance Regulatory and Development Authority of India (IRDAI). Raheja QBE is also being renamed and will be known as QBE as part of this acquisition. This milestone reflects QBE’s commitment to the Indian insurance market. In the interim, it remains business as usual for our people, customers, partners, and stakeholders. We look forward to the opportunities ahead as Raheja QBE becomes a part of the QBE Insurance Group Limited. #QBE #QBEInsurance #QBEAsia
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Steven Greene liked thisI’m thrilled to be a part of this great team of people at such an exciting time. Please reach out if you would like to learn more.Steven Greene liked thisPKF O’Connor Davies is pleased to welcome Thomas Lemon, CPA, as a Partner in our Commercial Tax practice. Based in our Newtown Square office, Tom brings nearly 20 years of experience advising private equity firms, partnerships, corporations and high-net-worth individuals on complex tax matters, including partnership taxation, mergers and acquisitions and ASC 740. His expertise further strengthens our ability to deliver strategic, high-quality tax solutions to our clients. Welcome to the team, Tom! Read more: https://bit.ly/3Rad2hX #PKFOD #KnowGreaterValue #CommercialTax #Leadership #Tax
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Steven Greene liked thisSteven Greene liked thisAtegrity pre-announced our Q2 results today, delivering more than $205 million in expected gross written premium—a new record—while continuing to generate favorable underwriting performance. Expected growth is broad-based, exceeding 20% year over year across both property and casualty. Established strategies and products continued to make exceptional contributions, while newer initiatives, including our New England strategy and recently launched products, began contributing meaningfully. Thank you to our team and distribution partners for driving the success of these initiatives and delivering what we expect to be another exceptional quarter. Additional information is included in our full press release: https://lnkd.in/euBk8vJK
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A new IRS memorandum highlights changes aimed at reducing examination times for large corporations while making the audit process more customer-driven, consistent, and efficient. #audit #auditprocess #cpa #accounting #accountingfirm #irs #irsupdates https://lnkd.in/gZgspixN
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