Ezine Articles

National Offices of Lance Wallach

Plainview, NY 11803

Phone : 516-938-5007

Email : lance@expertwitness.tax

Every one of our consulting attorneys, CPAs & ex IRS Agents has over 25 years of professional experience!

All you wanted was a comfortable retirement. What you got was fraud, incompetence, and scams.

Fortunately, Lance Wallach and his team are here to help you protect your assets and keep the IRS out of your pockets!

In today’s volatile and unpredictable economic climate,

it is essential that you protect your family, your business and yourself by mapping out the proper financial course that will leave you and your loved ones in a sound and secure position in your retirement years and beyond. More than ever before in our country's history it is so vitally important to plan ahead now to be ready for the times when you need to have the financial resources to make it through the lean and hard times.

Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Department of Labor

"Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you can send me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase."

Amanda J. Andrews Associate Counsel, Legal Division Arkansas Insurance Department

Mr. Wallach, Thank you for providing me with this information. I will review it next week and, I’m sure, be in touch. I very much appreciate your help.

Sherry Oskey-Hall, Owner, Wealth Creation Strategie

“I have relied on Lance's valuable expertise on several occasions in assisting my clients with Veba's (419 plans). Lance is definitely the person to help properly structure 412i and 419 plans and fix plans that were improperly set-up.”

Robert Thomas Resident Insurance Producer, Independent Consulting

“Lance is a wonderful resource not just in regards to VEBAs, 412's, abusive plans and IRS codes, but also who and what he knows about certain broker-dealers. I called him about recent changes to 412, and got on the subject of broker-dealers, and he lent so much of his time to inform me about making the right choice. He is a really great, personable colleague to people working in the financial services business.”