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Professional Services: "
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Mr. Wallach's Published Expertise:
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68 Keswick Lane
Plainview, New York 11803

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