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Lance Wallach |
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LANCE WALLACH, CLU, CHFC, CIMC_________________
68 Keswick Lane
Plainview, New York 11803
Phone: (516) 938-5007 / 935-7346
Fax: (516)938-6330
Email: lawallach@aol.com
www.lancewallach.com
National Society of Accountants Speaker of the Year
EDUCATION
· Baruch College (CUNY), Baruch College Graduate School
· The American College – Chartered Financial Consultant (ChFC)
· The American College – Chartered Life Underwriter (CLU)
· The Institute for Investment Management Consultants – Certified
Investment Management Consultant (CIMC)
GUEST LECTURER FOR
· Baruch College (Taxes on Tuesdays); Long Island University, C.W. Post Graduate School of Accountancy.
· Speaker at more than 70 conventions yearly, including the annual national conventions of the American Association of Attorney Certified Public Accountants, National Society of Accountants, National Network of Estate Planning Attorneys, National Association of Tax Practitioners, National Association of Enrolled Agents, National Association of Health Underwriters, American Society of Pension Actuaries, Employee Benefits Expo, Health Insurance Underwriters, NAPFA, NAIFA, FPA, NABA, ALPFA, various state CPA societies, Tax Institutes, as well as medical and insurance conventions, before CLU Societies, CPA/Law Forums throughout the United States, and Estate Planning seminars.
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 CPAs’ Guide to Life Insurance, and CPAs’ Guide to Federal and Estate Gift Taxation will be published this spring by Bisk CPEasy. 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 teaches accountants how to increase their clientele. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.
• Associates throughout the United States
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23rd September 2009
By: Lance Wallach
The Internal Revenue Service will extend until October 15th its limited amnesty program for U.S. taxpayers with undeclared income on foreign accounts, according to government officials.
The special voluntary disclosure program wa...
10th September 2009
Abusive Insurance, Welfare
Benefit, and Retirement Plans
By Lance Wallach
The IRS has various task forces auditing all section
419, section 412(i), and other plans that tend to be
abusive. These plans are sold by most insurance agents.
The IRS is lo...
10th September 2009
New and Bestselling
AICPA CPE Self-Study Courses
Best Sellers – March 2008
Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, by Sid Kess
Author/Moderator: Lance Wallach, CLU, CHFC,
Publisher: AICPA
Excerpts h...
10th September 2009
AccountingToday January 8-28 2007
THE BUSINESS NEWSPAPER FOR THE TAX & ACCOUNTING COMMUNITY
Selling life insurance policies for profit
By Lance Wallach
Insurance policies with rising or re-appearing premiums can often cause th...
10th September 2009
Long Island Business News, June 15, 2007
Retirement plans come under new IRS scrutiny
Lance Wallach
Businesses should be aware that the Internal Revenue Service is increasing its examinations of companies’ retirement plan...
09th September 2009
NSA MemberLink: April 30, 2008
ABUSIVE WELFARE BENEFIT AND RETIREMENT PLANS CAN LEAD TO SEVERE PENALTIES FOR ACCOUNTANTS
By
Lance Wallach
Accountants who are unaware of recent developments are likely to encounter a nightmarish scenario that may ...
09th September 2009
TaxPro Journal
Fall 2008
If I Were President…
NATP members propose new tax law changes
Change. Americans have heard a lot of rhetoric over the past few months from politicians who are no longer satisfied with the status quo. Though you’d...
09th September 2009
LANCE WALLACH, CLU, CHFC_________________
68 Keswick Lane
Plainview, New York 11803
Phone: (516) 938-5007 / 935-7346
Fax: (516)938-6330
Email: lawallach@aol.com
www.vebaplan.com
National Society of Accoun...
09th September 2009
Journal of Accountancy
September 2008
Abusive Insurance and Retirement Plans
Single-employer section 419 welfare benefit plans are the latest incarnation in insurance deductions the IRS deems abusive.
By Lance Wallach
Parts of this article are f...
09th September 2009
Accounting Today June 16, 2008
Reduce Other Post-Employment Benefits Liability with a VEBA
By Lance Wallach
Other Post-Employment Benefits
In 1994, the Government Accounting Standards Board (GASB) established standards for public empl...
08th September 2009
PRODUCERSWEB.com
For Smart Advisors
Get Sued
By Lance Wallach Wednesday, April 8, 2009
The IRS is cracking down on what it considers to be abusive tax shelters. Many of them are being marketed to small business owners by insurance prof...
08th September 2009
NSA: Member Link
Your link to accounting, tax and practice management ideas, tools, news and information.
Captive Insurance and Other Tax Reduction Strategies – The Good, Bad, and Ugly
By Lance Wallach May 14, 2008
Every accountant kno...
08th September 2009
Buyer beware with Captive Insurance
By Lance Wallach
Over the past decade business owners have been overwhelmed by a plethora of choices designed to reduce the cost of providing employee benefits while increasing their own retirement sa...
08th September 2009
NEW JERSEY ASSOCIATION OF
ACCOUNTANTS
NEWSLETTER
JANUARY 2009
IRS Small Business and Self-Employed Division Will Emphasize Enforcement Activities over the Next Year
By Lance Wallach
Over the next 12 months, the Small Business and Self-Emplo...
08th September 2009
The Advisor’s Guide to Premium Financing
California Broker Magazine
Oct. 2008
by Lance Wallach, CLU, CHFC
Premium financing allows your clients to purchase life insurance without liquidating their investments or changing their cash flow. Clien...
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