Johnson Lambert

Johnson Lambert is an insurance-focused CPA and consulting firm, ranking as the 5th largest auditor of P&C insurers (AM Best, December 2022). From new formations to established entities, we provide audit, tax, and advisory services to 300+ alternative risk entities across all major domiciles.

Johnson Lambert
One Lawson Lane,
P.O. Box 525 Burlington,
VT 05402
802-383-4800

Profile:

Johnson Lambert is one of the nation’s largest insurance-focused. We have been serving the insurance industry for more than thirty-five years and provide audit, tax, and advisory services to 300+ captives and alternative risk entities, including: Johnson Lambert is one of the nation’s largest insurance-focused. We have been serving the insurance industry for more than thirty-five years and provide audit, tax, and advisory services to 300+ captives and alternative risk entities, including:

  • Single parent or pure captives
  • Special purpose entities
  • Risk retention groups
  • Reciprocals
  • Public entity risk pools
  • Industrial insureds and other group captives
  • Sponsored, cell, and series captives

When accounting standards are updated, when the captive laws and regulations change, or when your captive is newly formed or undergoing operational changes, a knowledgeable, caring, responsive, and committed advisor can make these challenges and opportunities easier to tackle. We enjoy working collaboratively with our clients to solve any problem, improve any pain point, or optimize any process.

Customized Audit Approach for Each CaptiveCustomized Audit Approach for Each Captive

Whether your captive is a new formation or a well-established entity, our team has tailored solutions to fit your risk profile. We work alongside your organization and understand the ever-changing landscape of regulations, reporting requirements, and environmental factors that impact your operations.
Our captive insurance audit teams comprise professionals of all levels who work with many captive clients and are frequently trained on the accounting and auditing standards and other updates that affect our clients. We understand you, and we care about your business, so your audit is in the best hands.

Captive-Focused Tax Professionals

Captive insurance companies have significant tax matters and questions that not every tax professional encounters daily. Our tax team is well-versed in all captive insurance tax matters, and we have professionals who are dedicated to serving these specialized needs. Our tax services for captive insurance companies include: federal and state income tax preparation; form 8886 filings; preparation and review of quarterly and annual provisions; tax opinion (risk shifting and distribution); uncertain tax position documentation; taxing authority examination representation; and tax planning and consulting.

Benefits Beyond the Engagement

Working with Johnson Lambert will give your organization access to captive-focused audit and tax professionals who are proactive in communicating and responsive to answering your questions. In addition, we provide:

  • Articles and white papers on captive industry laws, regulations, and news
  • Complimentary webinars on timely topics that offer CPE credit
  • Best practices and insights informed by the wide variety of insurance entities with which we work and our leadership in key captive insurance organizations
  • Innovative technology that improves your operations and streamlines your processes 

Allan Autry, Tax Partner, aautry@johnsonlambert.com

Allan Autry, CPA, assists clients with a myriad of tax issues, including special calculations, tax planning, corporate reorganizations, and M&A. He has extensive experience with both domestic and off-shore captive insurance companies, as well as their owners, insureds, and sponsors. Allan frequently speaks at captive insurance conferences at the local and national level.

Adam Dubuque, Partner, adubuque@johnsonlambert.com

Adam Dubuque, CPA, CPCU, ARM, ARe, is deeply involved in the captive community and serves captives, RRGs, reciprocals, cell structures, risk pools, etc. of various sizes, domiciles, and stages of business – from those in the formation stages to large, longstanding entities. He is actively involved in the Vermont Captive Insurance Association and is a faculty member for the International Center for Captive Insurance Education.

Alex Murray, Partner,  amurray@JohnsonLambert.com

Alex Murray, CPA focuses on serving captives and other alternative risk entities and is responsible for the high-level oversight of planning and directing all aspects of audit fieldwork and financial statement preparation. He was named a 2023 APCIA Emerging Leader and is on the South Carolina Captive Insurance Association Board of Directors.