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    Lance is an expert about:

  • The Millennium Plan
  • SADI Trust
  • The Beta Plan
  • Hartford
  • PAC Life
  • Niche
  • Compass Welfare Benefit Plan
  • Bisys
  • Professional Benefits Trust (PBT)
  • Insurance Companies
  • and most other similar 412i retirement plans and 419 welfare benefit plans
  • Retirement Plan Lawsuits
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
attorneys, CPAs
& ex IRS Agents
has over 25 years
of professional

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assist our clients
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Books our Legal & Tax Audit
Experts have authored:

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  • Avoiding Circular 230
    Common Abusive Small
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    Books by Bisk CPEasy, the nation's
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  • The CPA's Guide to Life
  • The CPA's Guide to Federal &
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    By the National Society of
  • Wealth Preservation Planning

    By John Wiley & Sons:
  • Protecting Your Clients From
    Fraud, Incompetence and

Lance Wallach
Lance Wallach: For Expertise You Won't Find Anywhere Else
  • 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
  • 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
    Public Radio's All Things Considered, and
  • 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
  • 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
Additional Resources
Lance is an expert
Get Him On Your Side:

  • The Millennium Plan
  • The Beta Plan - Hartford - PAC Life
  • Niche -Life Insurance Companies
  • Compass Welfare Benefit Plan
  • Sea Nine VEBA
  • Advantage - Sterling - Cresp
  • Heritage Plan - Indianpolis Life Penmont - and
    litigation involving 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:
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