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
  • ‚ÄčAuthor 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

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