"As an expert witness, Lance Wallach's side has never lost a case!"
Retirement Plans Alert :
Due to recent IRS regulations, most 419 and 412(i) plans are now in violation of the tax laws and could subject both participants and their advisors to large penalties! Consequently, the IRS is auditing many of these benefit plans now. Contact us for preventive advice today before it's too late!
For this week only! Contact Lance Wallach for a personal and confidential FREE 5 minute telephone consultation.
This FREE consultation could save you from a $100,000 IRS penalty or from a client lawsuit !!
♣ IRS audit assistance 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 articles: ♣ 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
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.
Has written financial articles for over 50 national publications
Over 20 years professional experience
Managing director of Veba Plan LLC
Call our National Offices: Tel: (516) 938-5007 Fax: (516) 938-6330
Contact Lance Wallach and his team of experienced insurance, legal and accounting professionals for all of your solutions.