Participants in Sea Nine VEBA plans are at risk of IRS audits and lawsuits. Contact expert Lance Wallach today for advice. 

Lance Wallach, Expert Witness

  • 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 annually
  • Writes for more than fifty publications
  • Quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio's All Things Considered, and others
  • 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 Taxation
  • ​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