ConnectWatch Lance Wallach Plainview, New York, United States Member since 9/17/2009 46 Posts 6 Member Connections 4 Achievements Profile Achievements Recent Posts Connections Posts From Connections Journal Bio Lance Wallach, Managing Director, is the nation's leading expert on employee benefit plans, tax problem resolution and IRS audit defense. Mr. Wallach's team of highly experienced tax attorneys, CPAs and ex-IRS agents specialize in 419e, 412i, abusive tax shelters, listed transactions, Section 79, 6707A, and captive insurance issues and have helped his clients save hundreds of thousands of dollars by successfully defending them in lawsuits and IRS audits. Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax oriented strategies at accounting and financial planning conventions.
He has authored numerous books, including The Team Approach to Tax, Financial and Estate Planning by the AICPA and Wealth Preservation Planning by the National Society of Accountants. His newest books are CPA’s Guide to Life Insurance and CPA’s Guide to Federal and Estate Gift Taxation, published by Bisk CPEasy, and Protecting Clients from Fraud, Incompetence and Scams, published by John Wiley & Sons, Incorporated. Mr. Wallach writes for over fifty publications, including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.
Contact him at 516.938.5007 or visit www.taxaudit419.org or financeexperts.org Employment Status Role: Finance Consultant Company Size: Less than 99 Status: Available Links Tax Advisor Experts TaxLibrary.US Accomplishments Books Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax-oriented strategies at ac Mr. Wallach's latest book is "Protecting Your Clients From Fraud, Incompetence and Scams, published by John Wiley. Past publications include: The Team Approach to Tax, Financial and Estate Planning, Avoiding Circular 230 Malpractice Traps and Common Abu Articles/Papers Mr. Wallach regularly publishes articles and blogs on the internet and his websites, and has also been featured in such publications as Accounting Today, California Broker, Financial Times, and US News. Speaking History Lance Wallach speaks at more than 20 conventions yearly. Some of those engagements include: the annual national conventions of the American Association of Attorney - Certified Public Accountants, National Society of Accountants, National Network of Estate
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Lance Wallach
Plainview, New York, United States
Member since 9/17/2009 46 Posts
6 Member Connections
4 Achievements
Profile Achievements Recent Posts Connections Posts From Connections Journal
Bio
Lance Wallach, Managing Director, is the nation's leading expert on employee benefit plans, tax problem resolution and IRS audit defense. Mr. Wallach's team of highly experienced tax attorneys, CPAs and ex-IRS agents specialize in 419e, 412i, abusive tax shelters, listed transactions, Section 79, 6707A, and captive insurance issues and have helped his clients save hundreds of thousands of dollars by successfully defending them in lawsuits and IRS audits. Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax oriented strategies at accounting and financial planning conventions.
He has authored numerous books, including The Team Approach to Tax, Financial and Estate Planning by the AICPA and Wealth Preservation Planning by the National Society of Accountants. His newest books are CPA’s Guide to Life Insurance and CPA’s Guide to Federal and Estate Gift Taxation, published by Bisk CPEasy, and Protecting Clients from Fraud, Incompetence and Scams, published by John Wiley & Sons, Incorporated. Mr. Wallach writes for over fifty publications, including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.
Contact him at 516.938.5007 or visit www.taxaudit419.org or financeexperts.org
Employment Status
Role: Finance Consultant
Company Size: Less than 99
Status: Available
Links
Tax Advisor Experts
TaxLibrary.US
Accomplishments
Books
Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax-oriented strategies at ac
Mr. Wallach's latest book is "Protecting Your Clients From Fraud, Incompetence and Scams, published by John Wiley. Past publications include: The Team Approach to Tax, Financial and Estate Planning, Avoiding Circular 230 Malpractice Traps and Common Abu
Articles/Papers
Mr. Wallach regularly publishes articles and blogs on the internet and his websites, and has also been featured in such publications as Accounting Today, California Broker, Financial Times, and US News.
Speaking History
Lance Wallach speaks at more than 20 conventions yearly. Some of those engagements include: the annual national conventions of the American Association of Attorney - Certified Public Accountants, National Society of Accountants, National Network of Estate