Welcome to offices of Lance Wallach

About Us

Lance Wallach - Has Never Lost ACase

Lance Wallach, CLU, ChFC, CIMC, the National Society of Accountants Speaker of the Year, consults on insurance, estate planning, retirement abusive tax shelters and employee benefit plans etc.
Lance Wallach advised thousands of high-income clients including hundreds of famous entertainers and athletes about captive insurance, 419, 412i section 79 and other abusive tax shelters. Lance also counseled famous Wall Street luminaries such as Hugh Downs and Louis Rukeyser, the host of 2 long-running programs Wall Street Week with Louis Rukeyser & Louis Rukeyser’s Wall Street.
Speaker at over 50 annual conventions and author for more than 500 publications on 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 Continuing Professional Education courses administered by American Institute of Certified Public Accountants.
Lance is a prolific author, having written or collaborated on numerous books, including 'The CPA Guide to Life Insurance', published by BISK Education, 'The Team Approach to Tax and Financial Planning', published by the American Institute of CPA s, and most recently 'Protecting Clients from Fraud, Incompetence, and Scams', published by Wiley. He has been hired as an expert witness on some issues of which he speaks about, and to this day, Lance Wallach has never lost a case.
Lance Wallach has appeared on radio and TV financial programs, most recently, on National Public Radio and NBC 25. Lance consults on abusive tax shelters like 412i,419, section 79, captive insurance and VEBA Plans.
Additionally, Lance Wallach's expertise is sought after by the U.S. Securities and Exchange Commission, U.S. Department of Labor, the Enforcement Unit of the IRS The State Inusrance Dept etc. 

What Leading Authorities Are Saying About Lance Wallach

“Lance is an industry leader
His research and insights have proved right on the money!”
Debra Rothberg,

“Lance is extraordinarily intelligent. He has few peers, if any, in his area of expertise.
I unhesitatingly recommend Lance.”
Gary Lesser, Owner, GSL Galactic Consulting

“Excellent results, Google him”
Larry Wilconsin,

“Lance is a true expert on VEBA Plans. Five years ago, he took the call of a total stranger,
and in doing so, he spent an hour helping me solve my client's problem. During the past five
years Lance consistently proven to be a valuable resource for me and my practice. He is a
warm open person who is willing to invest in others success.”

Don Atherton, CEBS, CFP, CLU, Owner, Integrated Benefits Solutions, Inc.

“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.”
Robert Thomas, Resident Insurance Producer, Independent Consulting

“Lance has been recognized by many organizations for his expertise as a speaker
and writer on employee benefit plans and other tax topics. You can't go wrong hiring him as a
speaker or, if you want to learn how you can participate in one of Lance's frequent book
projects, he offers an easy way to get yourself published for the first time so you can get a
book in front of prospective clients and/or professional colleagues.”
David Drucker, Principal, Virtual Office News LLC

“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.”
Sherry Oskey-Hall, Owner, Wealth Creation Strategies

Since first calling Lance, he has taught me more about all aspects of insurance, income
tax nuances, and relatively unknown welfare benefit plans than I had learned in the years spent
with other well-regarded experts who had been in the same field for over 30 years.

As a result, when Lance becomes a consultant to any company or individual they not only get
the benefit of his immense knowledge, but they receive the knowledge of experts in any area of
finance that will benefit the client. Lance will never say, "I don't know too much about that."
Instead he will say, "Let me put you in touch with an expert who is knows more about that than
anyone in the country." And he means it.

I have yet to hear of anyone that has been disappointed for calling upon Lance Wallach for
advice or assistance. He is truly at the top of his field.

Michael N. Kessler, M.D., M.A.
President, K & L Agency, LLC
Michael Kessler, Owner, K & L Agency, LLC

“Lance is perhaps the country's foremost expert at establishing various kinds of
employee benefit programs for companies and individuals and also highly knowledgeable
about the programs that do not meet the legal requirements of the Internal Revenue Service.
He is a well known author, has spoken at numerous meetings attended by financial services
practitioners and is the professional you want on your side when the IRS comes calling.”
Bill Goodwill,

“Lance is a pleasure to work with, very knowledgeable.”
Paul Rosen, President, Paul J Rosen Financial Services Inc.

“Lance is an expert in little known tax reduction techniques for profitable business
Matthew Tuttle, Owner, Tuttle Wealth Mgmt, LLC



CALL TODAY - 516-236-8440