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Author: Gary Harker


18 Best Practices for Insurance Agency Compliance – Part 3

It has been a pleasure sharing the insurance agency compliance best practices expertise of the 3H Corporate Services team. If you have not yet read Part 1 and Part 2 in the series, I encourage you to do so. Two final points worth mentioning before we embark on today’s post: 1) these collective tips and…
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18 Best Practices for Insurance Agency Compliance – Part 2

If you’re an insurance agency owner, risk manager, or compliance manager, you’ll appreciate the importance of staying on top of your regulatory practices and adhering to ever-changing guidelines. Consistent and thorough insurance agency compliance management mitigates risks and protects your agency and your reputation.  In this post, Part 2 of our series on best practices…
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18 Best Practices for Insurance Agency Compliance – Part 1

Compliance is an essential part of the insurance agency business. Keeping up with ever changing rules and regulations, however, can be a daunting task. While there is no one-size-fits-all approach to compliance, having solid best practices in place can help your organization avoid costly fines, reputational harm and disruption to your agency revenue stream. This…
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Limited Liability Company (LLC) Federal Tax Election Regime Selection Considerations and Federal Form Filings

One size does not fit all when it comes to the way in which an LLC can be taxed.  This is because LLC’s can be classified into any one of the following 4 tax regimes:   Disregarded Entity; Partnership; S. Corp; and  C. Corp. The Key characteristics of each of these tax regimes are outlined…
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