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Insurance Agency Services

Withum’s Insurance Agency Group (IAG) offers a wealth of resources designed to ensure you have the skilled assistance necessary to face your challenges head-on. Our IAG professionals are passionate about the insurance industry and brings their collective knowledge and experience together to help you solve today’s most pressing and complex issues.

Our Insurance Agency Experience

Our insurance agency clients range in size from single office regional operations to multi-office multi-state operations. They provide personal lines to individuals as well as commercial lines for a variety of industries such as community associations, construction, not-for-profits, trucking, restaurants and many others. Not only do we provide our clients with the most relevant and up-to-date information on the changing tax and accounting regulations, but we also constantly seek innovative ways to help insurance agency clients increase profitability.

Innovative Solutions

Our IAG professionals are focused on educating, improving and protecting the insurance industry. We stay connected to the industry with our involvement in trade organizations including Professional Insurance Agents (PIA), National Association of Insurance and Financial Advisors (NAIFA), Independent Insurance Agents & Brokers of New Jersey (IIABNJ), Insurance Council of NJ (ICNJ) and Society of Insurance Financial Management (SIFM). Once engaged with the IAG, you will find why Withum has been labeled one of the best accounting firms in the nation, recognized by leading industry organizations.

Insurance Agency Services

We treat every client as a unique and individual relationship regardless of side, providing the following services:

• Tax compliance and planning for the agency and owners
• Accounting and auditing
• Business valuations
• Estate planning and wealth preservation
• Litigation support and forensic accounting
• Benchmarking analysis
• Executive compensation review
• Mergers and acquisitions
• Corporate nexus studies
• Internal accounting procedures
• Financing assistance
• Business succession planning
• Cash flow analysis
• Budgeting and forecasting

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