Profile
Alan is the Partner in Charge of the Brown Smith Wallace Insurance Industry Group, where he specializes in the taxation of insurance companies. Alan has 24 years of tax experience and has worked closely with insurance companies for 22 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 and review of complex GAAP and statutory accounting tax provisions. 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
In The News
Press Releases
Multimedia
Speaking Engagements
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
Industries
Professional Organizations
AICPA
Missouri Bar Association
MOCPA
President, Missouri Captive Association
Education
Indiana University – Bloomington
St. Louis University School of Law