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  1. Lance Wallach
    Expert Witness
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    Lance Wallach, Managing Director, is the
    nation's leading expert on employee benefit plans,
    tax problem resolution and IRS audit defense.

    Mr. Wallach is a member of the AICPA faculty of
    teaching professionals & a renowned national
    expert in many court cases. He is the author of
    many best selling financial & law books, including:

    * "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."

    * "The CPA's Guide to Life Insurance" by
    Bisk CPEasy

    * Avoiding Circular 230 Malpractice Traps
    and Common Abusive Small Businesss Hot
    spots by the AICPA, author/moderator
    Lance Wallach
    Abusive Insurance, Welfare Benefit, and

    Retirement

    IRS Issues Final Sec. 6707A Regulations

    On September 2, 2011, the IRS issued final regulations concerning the section 6707A penalty. Such a penalty is imposed on taxpayers who fail to include any information regarding a reportable transaction which was required to be disclosed. The final regulations follow the statutory language of section 6707A as amended by the Small Business Jobs Act of 2010, but do not give further guidance regarding the Service’s computation of the penalty. It is anticipated that such penalty computation guidance will be issued at a later date.(such guidance is expected by way of regulations that will be issued at a later date). Nonetheless, the final regulations do provide additional guidance concerning rescission of the penalty.Lance Wallach did not author this and you may want to google Lance Wallach for a lot more on point.


    Every one of our
    consulting attorneys,
    CPAs & ex 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!!

    Seeking Shelter In Tax Shelters?

    You might think you could spot a tax shelter a mile away. Sometimes even experienced tax professionals have difficulty. For Lance Wallach, spotting them is no trouble at all.

    Tax shelters are defined by the tax code to include any plan or arrangement having a significant purpose of avoiding or evading federal income tax. That sounds incredibly broad, for a huge number of transactions have tax ramifications as a significant purpose! The key is whether the tax ramifications are the reason the person is entering into the transaction.

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