Lance Wallach

Lance Wallach

National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, Wallach is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters.

He is also a featured writer and has been interviewed on television and financial talk shows including NBC, National Pubic Radio’s All Things Considered and others,Lance authored Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons, Bisk education’s CPA’s Guide to Life Insurance and Federal Estate and Gift Taxation,

as well as AICPA best-selling books including

Avoiding Circular 230 Malpractice Trap.

Testimonials...

"Mr. Wallach, thanks so much for taking the

time to talk to me ..today about VEBAs.

Any information you can send me would be

helpful. Hopefully, we can work together in

the future as interest in VEBAs increase."

Corman G. Franklin

Office of the Assistant Secretary for Policy

U.S. Department of Labor

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Email correspondence

Date: Wed, Jan 12, 2011

"Happy New Year Mr.

Wallach and thanks for the article"

Ron

Ronald R. Itzkowitz

National EP Customer-Partnership Analysis

Internal Revenue Service - Employee Plans