About Lance Wallach 

National Society of Accountants Speaker of the Year and a 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 Public 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. 

He has authored numerous books, including The Team Approach to Tax, Financial and Estate Planning by the AICPA and Wealth Preservation Planning by the National Society of Accountants. His newest books are CPA’s Guide to Life Insurance and CPA’s Guide to Federal and Estate Gift Taxation, published by Bisk CPEasy, and Protecting Clients from Fraud, Incompetence, and Scams, published by John Wiley & Sons, Incorporated. Mr. Wallach writes for over fifty publications, including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows. Avoiding Circular 230 Malpractice Trap.

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Published by John Wiley & Sons

National Offices of Lance Wallach


..."Mr. Wallach, thanks so much for taking the time to talk to me ..today about VEBAs.Any information you can send me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase."

Corman G. Franklin

​Office of the Assistant Secretary for Policy U.S. Department of Labor

Testimonials and Recommendations​

Captive Insurance Problem

“I have relied on Lance's valuable expertise on several occasions in assisting my clients with Veba's (419 plans). Lance is definitely the person to help properly structure 412i and 419 plans and fix plans that were improperly set-up.”
Sherry Oskey-Hall, 
Owner, Wealth Creation Strategie

“Lance is perhaps the country's foremost expert at establishing various kinds of 
employee benefit programs for companies and individuals and also highly knowledgeable about the programs that do not meet the legal requirements of the Internal Revenue Service. 
He is a well known author, has spoken at numerous meetings attended by financial services practitioners and is the professional you want on your side when the IRS comes calling.”

Bill Goodwill

..."Thank you for providing me with this information. I will review it next week and I'm sure we will be in touch. I very much appreciate your help.

Amanda J. Andrews ​

Associate Counsel, Legal Division ​Arkansas Insurance Department

“Lance is a wonderful resource not just in regards to VEBAs, 412's, abusive plans and IRS codes, but also who and what he knows about certain broker-dealers. 
I called him about recent changes to 412, and got on the subject of broker-dealers, and he lent so much of his time to inform me about making the right choice. He is 
a really great, personable colleague to people working in the financial services business.”

Robert Thomas
Resident Insurance Producer, Independent Consulting

“Lance is a true expert on VEBA Plans. Five years ago, he took the call of a total stranger, and in doing so, he spent an hour helping me solve my client's problem. During the past five years Lance consistently proven to be a valuable resource for me and my practice. He is a warm open person who is willing to invest in others success.”

Don Atherton, CEBS, CFP, CLU, Owner, Integrated Benefits Solutions, Inc.