(516) 938-5007

Expert Tax Resolution Services

Expert Witness Services

  • Litigation Consulting
  • Case Evaluation
  • Evidence Review and Forensic Analysis Research
  • Complaint, Petition, and Response Preparation Assistance
  • Damage Calculations
  • Expert Declarations and Affidavits
  • Exhibits for Settlement Conference, Mediation, and Trial
  • Active Litigation: Rebuttal Witness
  • Deposition, Arbitration, and Trial Testimony Reports

Expert Witness Credentials

  • 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

  • Writes about 412(i), 419, listed transactions reportable transactions, Section 79 plans, 6707A abusive tax shelters, and captive insurance plans

  • Speaks at more than ten conventions annually

  • Writes for more than thirty publications

  • Quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Public Radio's All Things Considered, as well as others

  • Author of Protecting Clients from Fraud and Incompetence and Scams published by John Wiley and Sons

  • Author or Bisk Education's CPA's Guide to Life Insurance and Federal Estate and Gift Taxation

  • Author of AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots

Can you or your business afford to pay the IRS $200,00 a year because of 6707A, 410e, 412i plan, captive insurance or similar listed transaction?

nationwide Offices of lance wallach