Lance Wallach

Lance Wallach

Life Insurance

Lance Wallach, Managing Director, is the nation’sleading expert on life insurance, annuities,retirement & financial planning for businessexecutives, sports figures, entertainers, affluentfamilies and successful entrepreneurs. Mr. Wallach is a member of the AICPA faculty ofteaching professionals, a frequent keynote speakerat business conventions, a best selling financialauthor, and a renowned national financial expert inmany court cases. Some […]

Lance Wallach

Multinational

Multinational Corporations Have SpecificProblems That Require A Certain Level ofExpertise Our international taxation division is headed by a CPA, EA (EnrolledAgent), MBA. He is a CPA (Certified Public Accountant) with an MBA degree inTaxation, who was previously employed by the IRS as an IRSInternational Examiner, an IRS International Team Manager, and an IRSAppeals Officer. Let […]

Lance Wallach

Services

Disbarred Attorney and embattled benefit plan promoterJohn J. Koresko was jailed for ignoring court orders requiringhim to turn over $1.7 million and certain real property. The May 5 bench warrant follows a seven-year litigation effort by the Department ofLabor, which seeks to hold Koresko and associated entities liable formishandling millions of dollars held by the […]