Showing posts with label cpa. Show all posts
Showing posts with label cpa. Show all posts

Lance Wallach

Lance Wallach, National Society of Accountants Speaker of the Year is featured at more than 20 conventions annually, 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 and more. He writes for over fifty publications about tax reduction ideas, abusive welfare benefit and retirement plans, captive insurance companies, cash balance plans, life settlements, premium finance, and more. He is a course developer and instructor for the American Institute of Certified Public Accountants. 
​Lance is a prolific author, having written or collaborated on numerous books, including "The CPAs' Guide to Life Insurance" published by Bisk Education, "The Team Approach to Tax and Financial Planning," published by the American Institute of CPAs, and most recently "Protecting Clients from Fraud, Incompetence, and Scams" published by Wiley. He also writes books for various national business associations which are sold to their members and others. He has served as an expert witness on various issues, and to date his side has never lost a case. 
​He has appeared on radio and TV financial programs, most recently, on National Public Radio and NBC 25. He also consults on VEBAs for both public and private companies and governmental entities. 

Meet Lance Wallach

Lance Wallach, Managing Director, is the nations leading expert on life insurance, annuities,
retirement & financial planning for business executives, sports figures, entertainers, affluent families and successful entrepreneurs.

Mr. Wallach is a member of the AICPA faculty of teaching professionals, a frequent keynote speaker
at business conventions, a best selling financial author, and a renowned national financial expert in
many court cases.

Some of Mr. Wallach best selling financial and law books are:

*  "Wealth Preservation Planning" by the National Society of Accountants

* "The CPA's Guide to Federal & Estate Gift Taxation" published by Bisk

* The AICPA's "The team approach to Tax, Financial & Estate planning."

About 6707A penalty expert CPA to help with IRS problems

About 6707A penalty expert CPA to help with IRS problems