Lance Wallach


To date, when Lance's expert testimony has been used in court, his side has NEVER LOST A CASE!!!

Phone: (516) 938-5007 / 935-7346 Fax: (516)938-6330

Email: lanwalla@aol.com or wallachinc@gmail.com

*MORE ABOUT LANCE* 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) GUEST LECTURER FOR · Speaker at more than 20 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.

Our Story


Mr. Wallach and his associates help clients with Conservation Easements, IRS audits, IRS tax penalties, IRS Offers in Compromise, IRS representation, lawsuits, employee benefit plans, corporation income taxes, listed transactions, abusive tax shelters, IRS appeals, tax settlements, benefit plan reviews, insurance company plan loss recovery, benefit plan remediation for profession practices and small business corporations, 419(e) & 412(i) benefit plan audits. He is an experienced expert witness for legal cases. *RETIREMENT PLANS ALERT*

More You Should Know

  • Speaker of the Year and member of the
    AICPA faculty of teaching professionals
  • Frequent speaker on retirement plans,
    financial and estate planning, and abusive
    tax shelters
  • Writes about 412(i), 419, and captive
    insurance plans
  • Speaks at more than ten conventions
  • Writes for more than fifty publications
  • Is quoted regularly in the press and has
    been featured on television and radio
    financial talk shows including NBC, National
    Public Radio's All Things Considered, and
  • Author of Protecting Clients from Fraud,
    Incompetence and Scams published by
    John Wiley and Sons
  • Author of Bisk Education's CPA's Guide to
    Life Insurance and Federal Estate and Gift
  • Author of AICPA best-selling books,
    including Avoiding Circular 230 Malpractice
    Traps and Common Abusive Small
    Business Hot Spots
  • Authored numerous articles in professional
    publications aimed at accountants,
    attorneys and tax advisors

Founder & CEO

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