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PostPosted: Mon Jan 19, 2015 7:23 pm   Post subject: insurance  



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more than 30 years dealing with the irs

419 Litigation

Accountants, Business owners, and others face large IRS fines.

Lance Wallach Jun 17

IRS Attacks Business Owners in 419, 412, Section 79 and Captive Insurance Plans Under Section 6707A

Lance Wallach

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Lance Wallach, Managing Director, is the nation's leading expert on employee benefit plans, tax problem resolution and IRS audit defense.

Lance Wallach was a leading registered representative, insurance and annuity adviser for Mutual Benefit Life and later for New England Life. He advised thousands of high income clients on annuities, life insurance, and health insurance.

Lance also counseled famous Wall Street luminaries such as Hugh Downs and Louis Rukeyser (host of long-running television programs Wall Street Week with Louis Rukeyser and Louis Rukeyser’s Wall Street).

Government officials have also sought Lance’s advice, including; Corman G. Franklin of the Office of Assistant Secretary for Policy US Department of Labor and Jon S. Havicon, an Internal Revenue Service Agent.

Assistance With:

The Millennium Plan

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The Grist Mill Trust

Compass Welfare Benefit Plan

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CJA and Associates


Professional Benefits Trust (PBT)

Advantage - Sterling -

Cresp Heritage Plan

Indianapolis Life Piedmont

And litigation involving other similar 412i Retirement plans​ and 419 Welfare Benefit plans


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​Lance Wallach Jan 10, 2012

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Lance Wallach Jan 17, 2011

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IRS Audits 419, 412i, Captive Insurance Plans With Life Insurance, and Section 79

Lance Wallach Jun 24, 2011 |

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