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
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! 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: Avoiding Circular 230 Common Abusive Small Business Hot Spots The Team Approach to Tax, Financial & Estate Planning Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Ensuring Your Client's Future.
Books by Bisk CPEasy, the nation's largest provider of Professional education: The CPA's Guide to Life Insurance The CPA's Guide to Federal & Estate Gift Taxation
By the National Society of Accountants Wealth Preservation Planning
By John Wiley & Sons: Protecting Your Clients From Fraud, Incompetence and Scams
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 FinanceExperts.org AccountantExpert.org ExpertTaxAdvisors.org ReportableTransaction.com ListedTransactions.com Attorneys-usa.org TaxLibrary.us VebaPlan.org Lawyer4Audits.com irsform8886.com irs6707apenalty.com Section79plan.org Additional Resources Lance is an expert 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."
Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Department of Labor 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
The Offices of Lance Wallach "America's leading Tax representing Firm "(TM) Lance Wallach Managing Director
ReplyDeleteThe 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!
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:
Avoiding Circular 230
Common Abusive Small
Business Hot Spots
The Team Approach to Tax,
Financial & Estate Planning
Practical Alternatives to
Commonly Misused and
Abused Small Business Tax
Strategies: Ensuring Your
Client's Future.
Books by Bisk CPEasy, the nation's
largest provider of Professional
education:
The CPA's Guide to Life
Insurance
The CPA's Guide to Federal &
Estate Gift Taxation
By the National Society of
Accountants
Wealth Preservation Planning
By John Wiley & Sons:
Protecting Your Clients From
Fraud, Incompetence and
Scams
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
FinanceExperts.org
AccountantExpert.org
ExpertTaxAdvisors.org
ReportableTransaction.com
ListedTransactions.com
Attorneys-usa.org
TaxLibrary.us
VebaPlan.org
Lawyer4Audits.com
irsform8886.com
irs6707apenalty.com
Section79plan.org
Additional Resources
Lance is an expert
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."
Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Department of Labor
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
The Offices of Lance Wallach
"America's leading Tax
representing Firm "(TM)
Lance Wallach Managing Director