Lance Wallach CHFC

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Captive Insurance - Buyers Beware!

April 27, 2015, 12:44 pm

By Lance Wallach, CLU, ChFC, CIMCParts of this article are from the book by John Wiley and Sons, Protecting Clients from Fraud, Incompetence and Scams, authored by Lance Wallach.September 24, 2010Herol...

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The Team Approach to Tax, Financial and Estate Planning

May 22, 2015, 9:47 am

by Lance Wallach CPAs are the best and most qualified professionals when it comes to serving their clients needs, but they need to know when and how to coordinate with other experts. Over the last...

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Re-entering The Tax System

May 22, 2015, 10:01 am

Taxlanta.org July 2011by Lance Wallach Taxpayers who have failed to file...

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Small Business Retirement Plans Fuel Litigation

May 22, 2015, 10:05 am

Maryland Trial LawyerDolan Media Newswires January Small businesses facing audits and potentially huge tax penalties over...

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Bad Broker or Bad Luck?

May 22, 2015, 10:26 am

Legal.com July 2011By Lance WallachYou’ve lost money in the market—maybe a substantial amount. Money you...

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IRS Auditing 412i, 419e Plans

May 22, 2015, 10:56 am

Plan Administrator Frustrated With IRS Attacks on 412i, 419e PlansIRS Auditing 412(i) Plans

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Lance Wallach | LinkedIn

June 8, 2015, 10:28 am

Lance Wallach | LinkedIn

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Using Captive Insurance Companies for Savings

June 12, 2015, 11:55 am

Small companies have been copying a method to control insurance costs and reduce taxes that used to be the domain of large businesses: setting up their own insurance companies to provide coverage when...

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