Lance Wallach

Lance Wallach, Expert Witness, Writer, and Public Speaker in New York

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LANCE WALLACH, CLU, CHFC

Mr. Wallach and his associates help clients with IRS audits, IRS tax penalties, IRS Offers in Compromise, IRS representation, lawsuits, employee benefit plans, corporation income taxes, listed transactions, abusive tax shelters, IRS appeals, tax settlements, benefit plan reviews, insurance company plan loss recovery, benefit plan remediation for profession practices and small business corporations, 419(e) & 412(i) benefit plan audits. He is an experienced expert witness for legal cases. *RETIREMENT PLANS ALERT*

Due to recent IRS regulations, most 419 plan & 412i plans are now in violation of the tax laws and could subject both participants and their material advisors to large IRS tax penalties! Consequently, the IRS is auditing many of these benefit plans now. Avoid IRS interest and penalties. Contact Lance Wallach for preventive advice today before it's too late!

LANCE ALSO PROVIDES EXPERT WITNESS SERVICES. To date, when Lance's expert testimony has been used in court, his side has NEVER LOST A CASE!!!

Phone: (516) 938-5007 / 935-7346 Fax: (516)938-6330

Email: lanwalla@aol.com wallachinc@gmail.com

*MORE ABOUT LANCE* National Society of Accountants Speaker of the Year 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 · Speaker at more than 20 conventions yearly, 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 seminars. 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.

  • Work
    • Veba Plan LLC
  • Education
    • Andrew Jackson High School
    • Institute for Investment Management Consultants