Lance Wallach Wrote the Book

Chapter 2 

Abuses in Utilizing Insurance, Retirement, and Welfare Benefit Plans

2.1.0           Learning Objectives

After completing this chapter, you should

·         Learn to identify potentially abusive deductions claimed on your client’s tax        returns.

·         Identify whether financial products being marketed or previously sold to your     clients are potentially abusive tax shelters and/or listed transactions.

·         Learn to avoid financial exposure to yourself and your clients for aggressive       insurance, retirement, and financial planning strategies being marketed today.

·         Develop the ability to advise your clients so that they can avoid IRS penalties and          deduction disallowances.

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