Call now to find out how we can help you 
516-935-7346 or 516-938-5007
CPA's Guide to Life Insurance
"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

Testimonials

Lance Wallach Expert Witness

​​​Lance Wallach , our managing director, was named the National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching ​ professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive insurance plans. He speaks at more than ten conventions annually, writes for over fifty publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Public Radio’s All Things Considered, and others. Lance has written numerous books including Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons, IRS Secrets You Should Know, Bisk Education’s CPA’s Guide to Life Insurance and Federal Estate and Gift Taxation, as well as AICPA best selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots. He does expert witness testimony and has never lost a case. 

Every one of our consulting attorneys, CPAs and former IRS Agents has over 25 years of professional experience!


​We believe that no firm has more experienced professionals to assist our clients than we do! 

Lance is an industry leader. His research and insights have proved right on the money! 

-Debra Rothberg

OUR COMPANY AT A GLANCE

WHAT MAKES US SO QUALIFIED

[*]       Tax Fraud Defenses
[*]       Tax penalty abatement
[*]       IRS audit appeals
[*]       U.S. Tax Court cases
[*]       Multinational taxation consulting
[*]       Incorporating your business
[*]       Recovering losses from insurance companies & brokerage firms
[*]       Tax shelter analysis
[*]       Pension plan reviews & evaluations
[*]       419 & 412 type benefit plan analysis, remediation
[*]       Offshore tax shelter issues
[*]       IRS listed transactions assistance
[*]       Expert witness testimony for tax, insurance & retirement plan cases
[*]       SSI & Disability benefits advocates
[*]       Pension & Benefit Plan Fraud
[*]       ​​Insurance Company Fraud

Services We Provide

Protecting Clients from Fraud Incompetence and Scams
Litigation Support
CPA's Guide to Business Valuations