Did you Participate in a 419 or 412i Benefit Plan?
Lance Wallach is the nation's foremost expert on 419 plans, 412i plans, listed transactions, reportable transactions, Section 79 plans, captive Insurance plans
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Expert Witness RSS ARCHIVE Lance Wallach has never lost a case. Ask me anything MARCH 12, 2015 Insurance Expert Witness
The complexity of life insurance puts many litigators at a disadvantage when disputes reach the stage of legal action. Special rules often apply if policies are part of a retirement plan or other tax-favored entity. Even the methods of paying for life insurance—especially split-dollar and outside premium financing—can affect an outcome. Tax implications are another factor. In many situations, the plan the client bought or the manner in which he purchased it was inappropriate. In other cases, the right product was sold in the right way but the purchaser was still unhappy.
Lance Wallach is one of few professionals who knows how these pieces work both alone and in conjunction with estate and financial planning. He wrote the book on life insurance that accountants and financial planners read to prepare for CPA certification. Lance uses his expert knowledge and vast experience to offer advice, opinions, and testimony to attorneys, accountants, and other individuals facing life insurance litigation.
Lance Wallach's side has never lost a case. Contact Lance Wallach now to give your case the edge it needs. 9:54AM | URL: http://tmblr.co/Zozz4l1femHIL FILED UNDER: expert witness Lance Wallach 419 412i RSS feed: http://expertwitness.tumblr.com/rss
Expert Witness RSS ARCHIVE
ReplyDeleteLance Wallach has never lost a case. Ask me anything
MARCH 12, 2015
Insurance Expert Witness
The complexity of life insurance puts many litigators at a disadvantage when disputes reach the stage of legal action. Special rules often apply if policies are part of a retirement plan or other tax-favored entity. Even the methods of paying for life insurance—especially split-dollar and outside premium financing—can affect an outcome. Tax implications are another factor.
In many situations, the plan the client bought or the manner in which he purchased it was inappropriate. In other cases, the right product was sold in the right way but the purchaser was still unhappy.
Lance Wallach is one of few professionals who knows how these pieces work both alone and in conjunction with estate and financial planning. He wrote the book on life insurance that accountants and financial planners read to prepare for CPA certification. Lance uses his expert knowledge and vast experience to offer advice, opinions, and testimony to attorneys, accountants, and other individuals facing life insurance litigation.
Lance Wallach's side has never lost a case. Contact Lance Wallach now to give your case the edge it needs.
9:54AM | URL: http://tmblr.co/Zozz4l1femHIL
FILED UNDER: expert witness Lance Wallach 419 412i
RSS feed: http://expertwitness.tumblr.com/rss