About

Lance Wallach, CLU, ChFC, CIMC
Lance Wallach, CLU, ChFC, CIMC

Lance Wallach’s expertise will protect you from IRS attacks

  • Speaker of the Year and member of the AICPA faculty of teaching professionals
  • Frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters
  • Writes about 412(i), 419, and captive
    insurance plans
  • Speaks at more than ten conventions annually
  • Writes for more than fifty publications
  • Is quoted regularly in the press and has
    been featured on television and radio
    financial talk shows including NBC, National
    Pubic Radio’s All Things Considered, and
    others
  • Author of Protecting Clients from Fraud,
    Incompetence and Scams published by
    John Wiley and Sons
  • Author of Bisk Education’s CPA’s Guide to
    Life Insurance and Federal Estate and Gift
    Taxation
  • Author of AICPA best-selling books,
    including Avoiding Circular 230 Malpractice
    Traps and Common Abusive Small
    Business Hot Spots
  • Authored numerous articles in professional
    publications aimed at accountants,
    attorneys and tax advisors
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