Lance Wallach

Greater New York City Area United States

Valuations Consultant

Finance / Banking / Insurance

Speaker at more than 20 annual conventions and author for more than fifty publications on tax reduction ideas, abusive welfare benefit and retirement plans, captive insurance companies, cash balance plans, life settlements, premium finance, and more. He is a course developer and instructor for Continuing Professional Education courses administered by American Institute of Certified Public Accountants. Lance is a prolific author, having written or collaborated on numerous books, including "The CPAs' Guide to Life Insurance" published by Bisk Education, "The Team Approach to Tax and Financial Planning," published by the American Institute of CPAs, and most recently "Protecting Clients f...