​​- 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

- Speaks at more than ten conventions annually nationwide

- Has written over 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

Our Expertise

-The Millennium Plan -SADI Trust
- Benistar -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

419 Welfare Benefit Plans

Our Specialty

Protecting Clients from Fraud, Incompetence and Scams

Published by John Wiley and Sons: 

Protecting Clients from Fraud Incompetence and Scams

Outstanding Credentials 

AICPA books and courses: 

Avoiding Circular 230 Common Abusive Small Business Hot Spots 

​The Team Approach to Tax, Financial, and Estate Planning 

Avoiding Commonly Misused and Abused Small Business Tax Strategies: Ensuring Your Client's Future

Bisk CPEasy, the nation's largest provider of professional education:

The CPA's Guide to Life Insurance 

The CPA's Guide to Federal and Estate Gift Taxation 

The National Society of Accountants: 

Guide to Wealth Planning 

About Us

National Offices of Lance Wallach - 516-938-5007