Overview

Who Attends

Senior-level accounting executives at LIC Member companies and other small-to-midsize life insurance companies and fraternal organizations.

Highlights

The LIC Financial & Tax Accounting Committee Meeting is dedicated to providing information, networking, and practical solutions related to financial and tax accounting needs of small to midsize life insurance companies. Senior-level accounting executives are welcome to sign up and provide input on the topics you’d most like to see covered.

Feature Presentation (1 hr CPE)

“Transferable Tax Credits and Practical Tax Planning Strategies for Small to Mid-Size Life Insurers”
Presented by Rick Van Valkenburgh, CPA, Tax Partner, Larson & Company

Learning Objectives
At the end of the session, participants will be able to:

Explain how transferable tax credit transactions are structured and applied
Identify when life insurance companies are good candidates for these strategies
Evaluate key tax, cash flow, and timing considerations
Compare alternative tax planning strategies relevant to small to mid-size insurers

Hear what other companies are experiencing and share practical solutions to common challenges. Submit topic requests for discussion and get your questions answered. Topics suggested so far include:

Technology transformation from legacy systems to modern systems
IFRS 17
AI applications in insurance tax accounting

Who Can Attend

The meeting is open to insurance company and fraternal executives, with a discounted registration fee for LIC members. Affiliate Members/Vendors must sponsor the meeting in order to attend. Find out about LIC sponsorship opportunities.

Registration

LIC Committee Meetings are open to insurance companies/fraternals. Vendors/service providers must be a meeting sponsor in order to attend.

Insurance Companies

LIC Member: $100
Nonmember: $125
Group Discount: After one paid registration, additional registrations are 50% off with the promo code GRP50.
Fraternals: AFA Member Societies registration is fully sponsored - obtain the complimentary registration at the AFA Website.

Hold your spot now for multiple meetings and save with LIC Prepaid Bundle Discounts for insurance companies and fraternals. (Must be 21 days or more in advance.)

Affiliates / Vendors

Sponsorship will be billed separately (see LIC Sponsorships).
Sponsorship Fee: $285 LIC Member/$485 Nonmember.
Includes one registration; additional sponsor attendees pay applicable Registration Fee.

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. A full refund is available until one day before the meeting (July 22, 2026). For cancellations received after that date, registration fees will not be refunded but substitutions are allowed.

Register