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Nationwide Assistance                        Bookmark and Share
WallachInc@gmail.com

The "Tax Resolution Services" of

Lance Wallach
The Leading Authority on 412i / "419 Plans"
and IRS "Tax Shelter" Issues


When you have "problems with the IRS", you need a proven winner to stand up to the IRS to help you avoid large "IRS penalties and interestthat could put you out of business.

If you are suffering from "tax problems" regarding "welfare benefit plan audits" and need 412i and "419 plan help", you need Lance Wallach's "expert witness testimony" on your sideLance Wallach's side has NEVER lost a case.



For more information, visit
www.taxaudit419.com


Click on the link below to view the
Video Interview of Lance Wallach by the AIPCA
on
"419 Plans" and "Listed Transactions"


Click HERE to read where "INVESTMENT NEWS" magazine has even quoted Lance!

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Professional Services:  "

  • "Audit help" and support
  • "Expert witness testimony"
  •  Plan reviews and evaluations
  •  Research and analysis of tax laws
  •  419e and 412i plan rescue (compliance consulting)
  •  Providing guidance for attorneys, CPAs and taxpayers nationwide
  •  Determination letters (tax exempt status)
  •  Most services can be handled through written and electronic communication


Mr. Wallach's Published Expertise:

  • "Tax reduction strategies"
  •  IRS crackdowns on 419 and 412(i) plans
  •  Reducing health care costs
  •  Updating retirement plans
  •  Asset protection
  •  Estate planning
  •  Premium financing
  •  Life settlements
  •  Captive insurance companies
  •  Bringing your plans into compliance with the new IRS regulations
Retirement Plans Alert!

Due to recent changes to IRS regulations, most "419 plans" and "412i plans" are now in violation of the tax laws, and could subject both participants and their "material advisors" to large "IRS tax penalties! The IRS is auditing many of these benefit plans now. Let Lance Wallach review yours BEFORE you get fined.

Avoid "IRS interest and penalties". Contact us for preventive advice today before it's too late!
Click on the links below to view two of Lance's many helpful articles..


For this week only! Contact Lance Wallach for a personal and confidential FREE 5 minute telephone consultation.

Contact Lance Wallach and his team of experienced
insurance, legal and accounting professionals for all of your"tax problem solutions.

Call our National Offices:
Tel:  (516) 938-5007
Fax: (516) 938-6330

68 Keswick Lane

Plainview, New York  11803

 Email address:

WallachInc@gmail.com

Lance Wallach

Create Your Badge


The Lance Wallach Radio Show


(Click Above to view!)



Lance's Published Books:

Protecting Clients from Fraud, Incompetence, and Scams

The CPA's Guide to Life Insurance by BISK CPEasy

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About Lance Wallach:

Member of the AICPA faculty of teaching professionals

AICPA Author and Instructor

The leading expert and consultant on employee benefit plans (VEBA, 419e, 412i, 501c); life insurance, estates, trusts and pensions.

National Society of Accountants Speaker of the Year.


Writes for over 50 national publications
.


Over 30 years professional experience


Managing Director of Veba Plan LLC

Invited speaker at more than 70 conventions each year, including the annual national conventions of the American Association of Attorney Certified Public Accountants, National Society of Accountants, National Network of Estate Planning Attorneys, National Association of Tax Practitioners, National Association of Enrolled Agents, National Association of Health Underwriters, American Society of Pension Actuaries, Employee Benefits Expo, Health Insurance Underwriters, NAPFA, NAIFA, FPA, NABA, ALPFA, various state CPA societies, Tax Institutes, as well as medical and insurance conventions, before CLU Societies, CPA/Law Forums throughout the United States, and Estate Planning conventions.

Education:
· Baruch College (CUNY), Baruch College     Graduate School
· The American College – Chartered Financial Consultant (ChFC)
·
The American College – Chartered Life Underwriter (CLU)

Guest Lecturer for:

· Baruch College (Taxes on Tuesdays); Long Island University, C.W. Post Graduate School of Accountancy.

Lance Wallach, Managing Director, is the nation's leading expert on employee benefit plans, tax problem resolution and IRS audit defense.  Mr. Wallach's team of highly experienced tax attorneys, CPAs and ex-IRS agents have helped his clients save hundreds of thousands of dollars by successfully helping them in lawsuits and IRS audits. Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax oriented strategies at accounting and financial planning conventions. He has authored numerous books, including The Team Approach to Tax, Financial and Estate Planning by the AICPA and Wealth Preservation Planning by the National Society of Accountants. His newest books are CPA’s Guide to Life Insurance and CPA’s Guide to Federal and Estate Gift Taxation, published by Bisk CPEasy, and Protecting Clients from Fraud, Incompetence and Scams, published by  John Wiley & Sons, Incorporated. Mr. Wallach writes for over fifty publications, including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.

Associates throughout the United States