(516) 938-5007
"Lance Wallach" is a frequent and popular speaker on "retirement plans, financial and estate planning, "reducing health insurance costs, and tax-oriented strategies at accounting and "financial planning conventions. Mr. Wallach has written for numerous publications including the AIPCA Journal of Accountancy, AICPA Planner, Accounting Today,and Employee Benefit News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.

Lance Wallach

Managing Director

All you wanted was a nice retirement.
Now all you see in your future is ​IRS Penalties, Fraud, Scams, Fines, Lawsuits and Audits. 


I
f you are in a 412i retirement plan or a 419 welfare benefit plan and got a letter from the IRS, your financial future may be in serious jeopardy.

​Many of these plans were not in compliance with the law and are considered "abusive tax shelters". Some business owners are not even aware that they could be facing huge "IRS penalties" for each year that they have been in such a plan. 

​You may need to sue to get your money back; you may be the one getting sued. You may need help handling the IRS, or need help keeping the IRS from handling you. Whatever the predicament, we are here to help.

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