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Alan is a Partner in the Brown Smith Wallace Insurance Advisory Services group, where he specializes in the taxation of insurance companies. He also leads our Captive Insurance Advisory Services practice. Alan has 21 years of tax experience and has worked closely with insurance companies for 19 years. Prior to joining Brown Smith Wallace, Alan was a senior manager with a national accounting firm.

Alan is responsible for serving insurers writing fidelity, personal and commercial lines; medical and life insurance; other professional malpractice coverages; and captive insurance companies.

His areas of specialty include consulting and compliance tax services, captive insurance services and structuring, review of complex GAAP and statutory accounting tax provisions, and representing clients before the Internal Revenue Service on both a local and national level. He has also authored a number of pieces in the insurance tax and captive insurance company areas.

Alan regularly consults with insurance companies in tax planning and minimization, and he represents clients on tax issues before the Internal Revenue Service and state and local authorities. His past experiences include leading a tax outsourcing engagement for a large health insurance company.

Alan, a licensed CPA and attorney, graduated from Indiana University – Bloomington with a Bachelor of Science degree in Accounting and a J.D. from St. Louis University School of Law.

Alan is a member of the Missouri Bar Association, the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Alan serves as the president of the Missouri Captive Insurance Association and is also a member of the Finance Committee for the St. Louis Chapter of the MS Society. He is a member of the Jewish Community Insurance Pool Administrative Committee, and he is on the Board of Trustees, Executive Committee, and Finance Committee for Congregation B'nai Amoona.

Experience

Thought Leadership

Articles

Community Involvement

Missouri Captive Insurance Association -- President

Congregation B'nai Amoona -- Board of Trustees, Executive Committee, Finance Committee

Gateway Chapter of the National Multiple Sclerosis Society -- Finance Committee

Jewish Community Insurance Pool Administrative Committee -- Member

Expertise

Professional Organizations

AICPA

Missouri Bar Association

MOCPA

President, Missouri Captive Association

Education

Indiana University – Bloomington

St. Louis University School of Law

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