Articles, tagged with "lance wallach", page 1
27th April 2012
By: Lance Wallach
The new way to get more business is through psychology.
A question you may want to ask yourself is; do your words and images attract the type of clientele you want to work with? One thing that I have noticed in the insura...
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Author:
Lance Wallach
03rd April 2012
Gerson Lehrman Group
March, 2011
Analysis by: GLG Expert Contributor Lance Wallach
Summary
Insurance agents and others sell 412i, 419, captive insurance and section 79 plans to unsuspecting business owners. Since the IRS is calling these plans ab...
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Author:
Lance Wallach
07th July 2011
June 2011
By Lance Wallach
The IRS started auditing 419 plans in the ‘90s, and then continued going after 412i and other plans that they considered abusive, listed, or reportable transactions, or substantially similar to such transactions.
In a...
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Author:
Lance Wallach
12th January 2011
By Lance Wallach
Have you seen the commercials where certain companies advertise that they can settle an IRS debt for "pennies on the dollar"? Usually the offer is too good to be true. Besides, you never want to have the problem in the first place.
...
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Author:
Lance Wallach
24th September 2010
By Lance Wallach, CLU, ChFC and Ira Kaplan, Esq., CPA, MBA
Over the past decade, business owners have been overwhelmed by a plethora of arrangements designed to reduce the cost of providing employee benefits and taxes, while simultaneously increasin...
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Author:
Lance Wallach
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 plans, hoping to ...
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Author:
Lance Wallach
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 knows...
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Author:
Lance Wallach
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. Clients...
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Author:
Lance Wallach
08th September 2009
How to Find the Right Experts to Guide You Through These Times
Commercial Flooring Report
November 2008
By Lance Wallach
How much money have you lost in the market today? Is your insurance company still in business? Will it be in business tomor...
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Author:
Lance Wallach
