Lance Wallach

Lance Wallach, CLU, ChFC, CIMC

Speaker of the Year and member of the AICPA faculty of teaching professionals, Wallach is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters.

He is also a featured writer and has been interviewed on television and financial talk shows including NBC, National Pubic Radio’s All Things Considered and others, Lance authored “Protecting Clients from Fraud, Incompetence and Scams” published by John Wiley and Sons, Bisk education’s CPA’s “Guide to Life Insurance and Federal Estate and Gift Taxation”, as well as AICPA best-selling books including “Avoiding Circular 230 Malpractice Trap”.

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