Expert Witness

Expert Witness

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  1. 419 Welfare Benefit Plans
    A Specialty of Lance Wallach, Expert Witness






    -The Millennium Plan

    -SADI Trust

    -The Beta Plan

    -Hartford

    -PAC Life

    -Niche

    -Compass Welfare Benefit Plan

    -Sea Nine VEBA

    -Bisys

    -Professional Benefits Trust (PBT)

    -Insurance Companies

    ​-412i retirement plans and 419 welfare benefit plans

    -Retirement Plan Lawsuits
    Lance Wallach Expert Witness

    -2008 National Society of Accountants 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
    - Lance Wallach Expert Witness 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
    Outstanding Credentials
    About Us

    Protecting Clients from Fraud Incompetence and Scams
    Publications by our Experts

    Published by John Wiley and Sons:
    Protecting Clients from Fraud, Incompetence and Scams

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