• The Millennium Plan
  • SADI Trust
  • Beta Plan 
  • Hartford
  • PAC Life
  • Niche
  • Benistar
  • The Grist Mill Trust
  • Compass Welfare Benefit Plan
  • Sea Nine VEBA 
  • CJA and Associates
  • Bisys
  • 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
IRS Attacks Business Owners in 419, 412, Section 79 and Captive Insurance Plans Under Section 6707A - Lance Wallach

Accountants, Business owners, and others face large IRS fines.
Lance Wallach Jun 17

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Expertise Assistance with

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.

Relevant Reading

over 30 years of dealing with the irs

IRS Audits 419, 412i, Captive Insurance Plans With Life Insurance, and Section 79 
Lance Wallach Jun 24, 2011 
Don't Become A "Material Advisor" 
​Lance Wallach Jan 10, 2012 

516-938-5007   All correspondences are held in strict confidence

​​How to Beat the IRS
Lance Wallach Jan 17, 2011