JLK Rosenberger, LLP CPAs

Federal regulators are paying closer attention to the insurance industry's $1 trillion private credit portfolio, and the conversation at the Treasury level is one insurers and investment advisors should be following.

A 2024 NAIC report flagged inflated private credit ratings, drawing scrutiny from the Treasury Department and raising questions about concentration risk. But the industry is not without its defenses.

JLK Rosenberger's Partner, Michael Goni, breaks down what is driving federal concerns, what the Principle-Based Bond Project changes, and why the industry's self-governance guardrails are stronger than the headlines suggest.

Read more: https://hubs.li/Q04jSQdd0

We want to give a shoutout to Georgia Watts as she wraps up her internships with JLK Rosenberger in both tax and audit.

We have no doubt her future in this industry is a bright one. Best of luck in the next chapter, Georgia — it's been a privilege having you on the team.

Registration is now open for S.S.A.P. Chat Live 2026: Statutory Insurance Training, JLK Rosenberger’s in-person insurance accounting and tax training designed specifically for insurance professionals.

Join us for practical, real-world training covering:
✔️ Financial Reporting for Property & Casualty Insurance
✔️ Note 9: Gateway to the Bottom Line, A Walkthrough of Accounting for Income Tax Under SSAP 101

📍 Glendale, CA | July 29–30, 2026
📍 Dallas, TX | September 9–10, 2026

🎓 Earn up to 12 CPE credits
🤝 Connect with industry professionals
👨‍🏫 Learn from experienced insurance specialists

Reserve your seat today:
🔗 https://hubs.li/Q04hwch40

Selling a business takes more than strong financials, it takes a compelling story buyers can believe in.

From adjusted EBITDA and financial forecasting to KPIs, segmentation, and due diligence readiness, the way your company presents its numbers can directly influence valuation and buyer confidence.

JLK Rosenberger's, Michael French, CPA, shares practical strategies business owners can use to strengthen their financial presentation before entering an M&A process.

From Numbers to Narrative: The Financial Presentation That Moves Buyers Read More...

Selling a business takes more than strong financials, it takes a compelling story buyers can believe in.

From adjusted EBITDA and financial forecasting to KPIs, segmentation, and due diligence readiness, the way your company presents its numbers can directly influence valuation and buyer confidence.

JLK Rosenberger's, Michael French, CPA, shares practical strategies business owners can use to strengthen their financial presentation before entering an M&A process.

Read more: https://jlkrosenberger.com/from-numbers-to-narrative-how-to-present-financials-that-increase-ma-valuation

The December 31, 2026 plan amendment deadline is closer than it looks, and the gaps between payroll systems, plan operations, and governing documents may be bigger than you realize.

SECURE 2.0's most consequential provisions are taking effect this year. Roth catch-up rules, automatic enrollment, long-term part-time employee eligibility, and a new paper statement requirement are all live or on the way.

JLK Rosenberger's MartinLuke Galvan, CPA, Manager breaks down what plan sponsors need to act on before the year-end deadline.

Read more: https://hubs.li/Q04gdd4C0

Parametric insurance pays out automatically when a trigger is hit. No adjuster. No lengthy claims process. But is it treated as insurance or a derivative for accounting purposes?

The answer depends on how the contract is structured, and it determines whether ASC 944 or ASC 815 applies. JLK Rosenberger breaks down the key differences and what New York's Assembly Bill A10344 signals for the rest of the country.