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PROBLEM
Google Lance Wallach, and google whoever is giving you advice; Who seems more credible?
Remember, many advisory firms offer financial planning, insurance, and investment services,
but the difference is that Lance Wallach wrote the books on life insurance as well as
financial and estate planning that the other consultants learn from! If you want to sleep soundly at night,
don't go to the students for your financial solutions,go to the one who teaches them - Lance Wallach!
National Office 516-938-5007 or 516-935-7346
Lance Wallach, Managing Director, is the
nation's leading expert on employee benefit plans,
tax problem resolution and IRS audit defense.
Mr. Wallach is a member of the AICPA faculty of
teaching professionals & a renowned national
expert in many court cases. He is the author of
many best selling financial & law books, including:
nation's leading expert on employee benefit plans,
tax problem resolution and IRS audit defense.
Mr. Wallach is a member of the AICPA faculty of
teaching professionals & a renowned national
expert in many court cases. He is the author of
many best selling financial & law books, including:
- * "Wealth Preservation Planning" by the
National Society of Accountants
* "The CPA's Guide to Federal & Estate
Gift Taxation" published by Bisk
* The AICPA's "The team approach to Tax,
Financial & Estate planning."
* "The CPA's Guide to Life Insurance" by
Bisk CPEasy
* Avoiding Circular 230 Malpractice Traps
and Common Abusive Small Businesss Hot
spots by the AICPA,
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