About Lance

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Lance Wallach, CLU, ChFC, CIMC

AICPA instructor and course developer, National Society of Accountants Speaker of the Year, Author of numerous books including the AICPA’s Avoiding Circular 230 problems and Small Business Hot spots, Bisk CPEasy CPA’s Guide to Life Insurance, CPA’s Guide to Trusts & Estates, Team Approach to Financial and Estate Planning, NSA Wealth Preservation Planning. Writes for more than 20 publications, appears on Radio and Television shows.

Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive insurance plans.

He speaks at more than ten conventions annually, writes for over fifty publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio’s All Things Considered, and others.

Lance has written numerous books including 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 Traps and Common Abusive Small Business Hot Spots.

He does expert witness testimony and has never lost a case.


  • 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 annually
  • 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 others
  • 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 Taxation
  • 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