Lance Wallach - Expert Witness Testimony, Life insurance, Expert Witness Services

Lance Wallach - Expert Witness Testimony, Life insurance, Expert Witness Services

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    THE IRS IS AUDITING 419 BENEFIT PLANS, FIND OUT HOW TO PROTECT YOURSELF


    Do you spend more time planning a vacation for your family than you do for your retirement?

    Every single one of our consulting CPAs, Lawyers and former IRS Agents has over 25 years of professional experience!
    No firm has a staff with more audit experience than we do.

    Our services include:
    IRS audit assistance and support
    419 and 412i plan defense
    Plan reviews, evaluations and remediation
    Expert witness testimony
    Research and analysis of tax laws
    Providing guidance for attorneys
    CPAs and insurance professionals nationwide
    Expertise on stock market
    Mutual fund and insurance losses

    In-person office visits are not required.
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    For Immediate Expert Assistance

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    Offices of Lance Wallach

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    Think You Know Agents & Insurance Companies? Think Again.

    Did you purchase an IRC 419 Employee Welfare Benefit Plan, a 412(i) plan, Section 79 or other captive insurance plan after being told the contributions were fully deductible from federal and state income taxes, and found out later that this was not the case? Did you purchase a trust unnecessarily funded with substantial amounts of life insurance because you were told you could build up cash value tax-free and then have use of the funds tax-free? If you have been misled about information regarding your employee welfare benefits, you may have been the victim of 419 and 412 plan fraud.When consumers are misled and given false information by insurance brokers, they have the right to sue the fraudulent agents and insurance company that sold the plan.
    Lance Wallach Expert Witness Testimony









    Lance Wallach, CLU, ChFC,CIMC

    As Managing Director, Lance Wallach is a member of the AICPA faculty of teaching professionals.

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