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