Forvis Mazars:

Are you getting the most out of your reinsurance agreement?

Webinar Description:

This webinar will teach you about the details of automotive reinsurance. You'll learn how reinsurance works, the different types, the tax effects of each, recent trends, and important points to discuss with your administrator to get the most out of your reinsurance operation.

Main Goal:

This webinar aims to educate you about reinsurance and help you manage these companies effectively with your administrator.

What You Will Learn:

  • How to manage your reinsurance companies
  • How to work well with your administrator
  • What questions to ask your administrator
  • And more

Key Takeaways:

  • Understand the tax and structural differences in major organizational setups for finance and insurance (F&I) products and their various exit strategies.
  • Learn how to respond if your reinsurance company faces problems.
  • Learn how to work effectively with your reinsurance administrator and the right questions to ask.
  • If time allows, understand how proposed regulations might affect your reinsurance company.

Register for the Webinar

Your Presenters:

Forvis Mazars

Tara Thomas, Partner

Tara has 14 years of tax experience, which includes assisting clients with tax planning, research, and general tax compliance. Her tax compliance experience includes preparing and reviewing federal and state corporate, partnership, individual, and fiduciary income tax returns. While Tara is experienced in working with a variety of industries, she spends most of her time working with dealership groups, from single-point stores to larger, multi-store groups, including private equity groups and family offices. In addition to providing dealership tax services, Tara has experience in dealership-specific estate planning and M&A transaction services.

She is a member of the American Institute of CPAs (AICPA), TSCPA, and the AICPA Dealership Conference Planning Committee. She also is a mentor in the Clemson University TigerLink program. Tara is a 2008 graduate of Clemson University, South Carolina, with a B.S. degree in accounting and a 2009 graduate of the University of Tennessee, Knoxville, with an M.Acc. degree.

When: Thursday June 27th, 2024 - 2:00 PM EST / 1:00 PM CST

SSI Tara

Forvis Mazars

Robert Davis, Partner

A partner in our firm’s Memphis office, Robert brings more than 35 years of public accounting experience to his clients. He is the third generation of this family that has made the retail automotive business their life’s work. Currently, he serves dealership clients in the areas of accounting, audit, tax, and management advisory services. He is heavily involved in transaction engagements and litigation support services. Dealers around the country recognize Robert for his operational knowledge of automobile dealerships and the impact his knowledge has had on their operations.

Robert is a member of the American Institute of CPAs. He is a volunteer pilot for Angel Flight. He is a graduate of the University of Arkansas, Fayetteville, with a B.S. degree in accounting, and a graduate of the University of Texas at Austin, with an M.Tax. degree.


When: Thursday June 27th, 2024 - 2:00 PM EST / 1:00 PM CST

SSI Robert