| All The Expertise You Need To Protect Your Business, Yourself, and Your Family In One Network: |
| Once You Experience The Lance Wallach Advantage You Won't Need To Look Anywhere Else for Help Our Extensive Network of Highly Skilled Professionals Have Put It All Together For You In These Websites: |
Lance is an expert about:
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| The Lance Wallach advantage is credibility, experience and trust! |
Why go to the students for your financial solutions when you can go directly to the one who taught them?
Lance Wallach wrote the books on life insurance as well as financial and estate planning that the accountants
and other consultants learned from!
For the past 25 years, successful businesses and individuals have turned to Lance Wallach and his team of
accountants, attorneys, ex-IRS agents, and financial experts for assistance, and they are glad they did!
Lance Wallach wrote the books on life insurance as well as financial and estate planning that the accountants
and other consultants learned from!
For the past 25 years, successful businesses and individuals have turned to Lance Wallach and his team of
accountants, attorneys, ex-IRS agents, and financial experts for assistance, and they are glad they did!
| Every one of our consulting attorneys, CPAs & ex IRS Agents has over 25 years of professional experience! We believe that no firm has more experienced professionals to assist our clients than we do! |
Books our Legal & Tax Audit Experts have authored: New & best selling American Institute of Certified Public Accountants books & courses:
Books by Bisk CPEasy, the nation's largest provider of Professional education:
By the National Society of Accountants
By John Wiley & Sons:
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| Lance Wallach |
| Lance Wallach: For Expertise You Won't Find Anywhere Else |
- Speaker of the Year and member of the
AICPA faculty of teaching professionals - Frequent speaker on retirement plans,
financial and estate planning, and abusive
tax shelters - Writes about 412(i), 419, and captive
insurance plans - Speaks at more than ten conventions
annually - Writes for more than fifty publications
- Is quoted regularly in the press and has
been featured on television and radio
financial talk shows including NBC, National
Pubic Radio's All Things Considered, and
others - Author of Protecting Clients from Fraud,
Incompetence and Scams published by
John Wiley and Sons - Author of Bisk Education's CPA's Guide to
Life Insurance and Federal Estate and Gift
Taxation - Author of AICPA best-selling books,
including Avoiding Circular 230 Malpractice
Traps and Common Abusive Small
Business Hot Spots - Authored numerous articles in professional
publications aimed at accountants,
attorneys and tax advisors
| Additional Resources |
Lance is an expert
Get Him On Your Side:
Get Him On Your Side:
- The Millennium Plan
- SADI Trust
- The Beta Plan - Hartford - PAC Life
- Niche - Benistar - The Grist Mill Trust
- Compass Welfare Benefit Plan
- Sea Nine VEBA - Bisys
- Professional Benefits Trust (PBT)
- Advantage - Sterling - Cresp
- Heritage Plan - Indianpolis Life Penmont - and
litigation invovling other similar 412i - Retirement plans
- 419 Welfare Benefit plans
Happy New Year Mr. Wallach and thanks for the article Ronald R. Itzkowitz National EP Customer Partnership Analyst Internal Revenue Service - Employee Plans |
"Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you can send me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase." |
| Great to speak with you and attached are some articles on 419, 412i section 79 etc. From: Amanda.Andrews To: LanWalla@aol.com Mr. Wallach, Thank you for providing me with this information. I will review it next week and, I’m sure, be in touch. I very much appreciate your help. Amanda J. Andrews Associate Counsel, Legal Division Arkansas Insurance Department |
| National Office 516-938-5007 Lawallach@aol.com |
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