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Cell Phone: 516-236-8440

National Offices of Lance Wallach

Plainview, NY 11803

Phone : 516-938-5007

Email : lance@expertwitness.tax

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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.”

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