JLK Rosenberger, LLP CPAs

06/03/2026

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

06/01/2026

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.

05/26/2026

Today, we pause to remember and honor the brave heroes who gave their lives defending our freedoms. Their sacrifice and service to our country will always be remembered.

From all of us at JLK Rosenberger, we wish you a meaningful .

05/21/2026

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

05/20/2026

Today, we celebrate National Accounting Day and recognize the dedication and hard work of our incredible team. We’re proud to have such talented professionals at JLK Rosenberger.

05/19/2026

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...

05/14/2026

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

05/12/2026

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

05/11/2026

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.

05/08/2026

Mother’s Day is almost here, and we’re celebrating all the amazing moms, grandmothers, and furmoms everywhere 💐

Thank you for the love, strength, care, and heart you bring into the lives of those around you.