Life insurance Litigation

Life insurance Litigation

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    IRS tax relief firm, Lance Wallach, speaking Lance Wallach showcases his expert knowledge in IRS tax relief.





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    Abusive Insurance and Retirement Plans
    Abusive Insurance and Retirement Plans




    As an expert witness Lance Wallach side has never lost a case


    MONDAY, APRIL 22, 2013


    Sometimes the IRS might disagree with planning you did with other advisors and you need to find help to ensure that your rights are protected, the facts are interpreted accurately and the law applied correctly. Lance Wallach is among the few in this country who fully understand the mechanics and legal issues surrounding what has become known as “419 Plans,” often welfare benefit plans for small companies funded with life insurance. For that reason taxpayers throughout the country seek his services of his ex IRS agents and tax attorney CPAs in dealing with the Internal Revenue Service in audits, appeals and in the Tax Court.

    Expert Witness

    Frankly, not everybody does it right. Whether through ignorance or ill-intent, some folks sell insurance based programs with tax benefits, such as419 Plans and 412(i) Plans, captive insurance, section 79 scams, or promote premium financing or STOLI programs to unsuspecting consumers leaving the consumer to be eaten alive, either by the IRS or by a turn in the economy, when all goes wrong. But the opposite is also true. One 419 Plan and some 412(i) Plans are very well designed and flawlessly implemented but the IRS just shoots first and aims second. Some legitimate premium financing might miscue. Building off of Lances knowledge of life insurance and the many ways life insurance has been and can be used in tax and wealth planning, lawyers for both plaintiffs and defendants throughout the US seek Lances services as an expert witness in cases between consumers and those who sold them these programs that develop after the IRS, right or wrong, initiates an audit or the investment goes under water. In looking for an expert witness examine the past. As an expert Lance Wallach’s side has never lost a case. Who else can say that?
    Posted by Lance Wallach at 3/11/2014 10:21:00 AM 3 comments:
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    Labels: 412i Plans, 419 Plans, Abusive Insurance, lance wallach, Lance Wallach Expert Witness, Retirement Plans
    As an expert witness Lance Wallach side has never lost a case: Sometimes the IRS might disagree with planning you...
    As an expert witness Lance Wallach side has never lost a case: Sometimes the IRS might disagree with planning you...: Sometimes the IRS might disagree with planning you did with other advisors and you need to find help to ensure that your rights are protec...




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    Posted by Lance Wallach at 3/11/2014 10:20:00 AM 1 comment:
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    Labels: FBAR, IRS, lance wallach, Lance Wallach Expert Witness, OVDI, tax
    Material Advisors & 419 Plans Litigation: Lance Wallach National Society of Accountants Spea...
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