as an expert lance wallach has never lost a case want to get your money  back…

as an expert lance wallach has never lost a case want to get your money  back…

6 comments:

  1. Captive Insurance & 419 Plans Litigation
    412i, 419e plans litigation and IRS Audit Experts for abusive insurance based plans deemed reportable or listed transactions,412i, 419e plans litigation and IRS Audit Experts for abusive insurance based plans deemed reportable or listed transactions,Captive Insurance,Captive Insurance Lawsuits,412i Lawsuits,419 lawsuits,412i Help,419 Help, IRS Audits,412i Problems,412i problems, Expert Witness Lance Wallach,412i Help,419 Help, Benistar Lawsuits, 412i lawsuits,419 lawsuits,

    ReplyDelete
  2. Captive Insurance & 419 Plans Litigation
    412i, 419e plans litigation and IRS Audit Experts for abusive insurance based plans deemed reportable or listed transactions,412i, 419e plans litigation and IRS Audit Experts for abusive insurance based plans deemed reportable or listed transactions,Captive Insurance,Captive Insurance Lawsuits,412i Lawsuits,419 lawsuits,412i Help,419 Help, IRS Audits,412i Problems,412i problems, Expert Witness Lance Wallach,412i Help,419 Help, Benistar Lawsuits, 412i lawsuits,419 lawsuits,

    ReplyDelete

  3. You Don't Have To Just Take OUR Word For It.
    Read What Our Clients Have To Say!
    The IRS says:
    Reportable Transactions
    Client Testimonials
    Natural persons who fail
    to disclose a reportable
    transaction to the IRS
    are subject to a $10,000
    penalty. Other
    nonreporting taxpayers
    are subject to a $50,000
    penalty.

    The penalties are
    increased to $100,000
    and $200,000,
    respectively, for natural
    persons and other
    taxpayers who fail to
    disclose a reportable
    transaction that is a
    listed transaction
    Call 516-935-7346 For Help NOW
    Email
    an
    Expert
    Call 516
    935-7346
    Today
    For
    Nationwide
    Assistance

    “Lance is an industry leader
    His research and insights have proved right on the money!”
    Debra Rothberg,

    “Lance is extraordinarily intelligent. He has few peers, if any, in his area of expertise.
    I unhesitatingly recommend Lance.”
    Gary Lesser, Owner, GSL Galactic Consulting

    “Excellent results, Google him”
    Larry Wilconsin,

    “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.

    “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 has been recognized by many organizations for his expertise as a speaker
    and writer on employee benefit plans and other tax topics. You can't go wrong hiring him as a
    speaker or, if you want to learn how you can participate in one of Lance's frequent book
    projects, he offers an easy way to get yourself published for the first time so you can get a
    book in front of prospective clients and/or professional colleagues.”
    David Drucker, Principal, Virtual Office News LLC

    “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 Strategies

    ReplyDelete

  4. You Don't Have To Just Take OUR Word For It.
    Read What Our Clients Have To Say!
    The IRS says:
    Reportable Transactions
    Client Testimonials
    Natural persons who fail
    to disclose a reportable
    transaction to the IRS
    are subject to a $10,000
    penalty. Other
    nonreporting taxpayers
    are subject to a $50,000
    penalty.

    The penalties are
    increased to $100,000
    and $200,000,
    respectively, for natural
    persons and other
    taxpayers who fail to
    disclose a reportable
    transaction that is a
    listed transaction
    Call 516-935-7346 For Help NOW
    Email
    an
    Expert
    Call 516
    935-7346
    Today
    For
    Nationwide
    Assistance

    “Lance is an industry leader
    His research and insights have proved right on the money!”
    Debra Rothberg,

    “Lance is extraordinarily intelligent. He has few peers, if any, in his area of expertise.
    I unhesitatingly recommend Lance.”
    Gary Lesser, Owner, GSL Galactic Consulting

    “Excellent results, Google him”
    Larry Wilconsin,

    “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.

    “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 has been recognized by many organizations for his expertise as a speaker
    and writer on employee benefit plans and other tax topics. You can't go wrong hiring him as a
    speaker or, if you want to learn how you can participate in one of Lance's frequent book
    projects, he offers an easy way to get yourself published for the first time so you can get a
    book in front of prospective clients and/or professional colleagues.”
    David Drucker, Principal, Virtual Office News LLC

    “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 Strategies

    ReplyDelete
  5. TREASURY REGULATIONS RENDER VEBAs SUBJECT TO TAX

    Executive summary:
    In February 2014, proposed Treasury regulations were issued which, when finalized, will change the way in which most VEBA’s in the 6th Circuit (Michigan, Ohio, Kentucky and Tennessee) are taxed. Essentially, these funds’ investment income will be subject to tax except to the extent that the fund covers participants who are included in a collective bargaining agreement. VEBA’s that are substantially funded by tax-exempt employers are also exempt from the impact of the new regulations.

    Each plan’s status should be reviewed as soon as possible in light of this upcoming change to determine the applicability of the changes to the plan, the potential tax cost to the plan, and any action that may be warranted to prepare for the change. Unless a plan covers only collectively bargained participants, or is funded substantially by tax-exempt employers, action may be required to calculate and plan for this tax and reporting responsibility.

    Issue and Discussion:

    ReplyDelete
  6. TREASURY REGULATIONS RENDER VEBAs SUBJECT TO TAX

    Executive summary:
    In February 2014, proposed Treasury regulations were issued which, when finalized, will change the way in which most VEBA’s in the 6th Circuit (Michigan, Ohio, Kentucky and Tennessee) are taxed. Essentially, these funds’ investment income will be subject to tax except to the extent that the fund covers participants who are included in a collective bargaining agreement. VEBA’s that are substantially funded by tax-exempt employers are also exempt from the impact of the new regulations.

    Each plan’s status should be reviewed as soon as possible in light of this upcoming change to determine the applicability of the changes to the plan, the potential tax cost to the plan, and any action that may be warranted to prepare for the change. Unless a plan covers only collectively bargained participants, or is funded substantially by tax-exempt employers, action may be required to calculate and plan for this tax and reporting responsibility.

    Issue and Discussion:

    ReplyDelete