Lance Wallach, Managing Director, is the nation’s leading expert on employee benefit plans,419 tax problem resolution and IRS audit defense.

Mr. Wallach is a member of the AICPA faculty of teaching professionals and has provided his renowned national expertise in many court cases. He is the author of many best-selling financial and legal books, including:

  • Wealth Preservation Planning” by the National Society of Accountants
  • The CPA’s Guide to Federal & Estate Gift Taxation” published by Bisk
  • The AICPA’s “The team approach to Tax, Financial & Estate planning.
  • The CPA’s Guide to Life Insurance” by Bisk CPEasy
  • Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot spots by the AICPA, author/moderator Lance Wallach

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