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Published by John Wiley & Sons, this book is filled with authoritative advice from financial expert Lance Wallach.Protecting Clients from Fraud, Incompetence, and Scams equips you as an accountant, attorney, or financial planner with the weaponry you need to detect bad investments before they happen and protect your clients' wealth—as well as your own. Sharp and savvy in its frank, often humorous, and authoritative examination of financial fraud and mismanagement, you will learn about the dysfunctional sectors in the financial industry 

Before you buy you should know section 79 Plan history

Before you buy you should know section 79 Plan history

There are Dangers of Being in Listed Transactions & Section 79 Plans

There are Dangers of Being in Listed Transactions & Section 79 Plans

419 Plan,419 Problems

419 Plan,419 Problems

419 Plans Attacked by IRS - HG.org

by Lance Wallach

Insurance agents and costs attacked. - Enrolled Agents Journal March*April - For years promoters of life insurance companies and agents have tried to find ways of claiming that the premiums paid by business owners were tax deductible. This allowed them to sell policies at a “discount”.

The problem became especially bad a few years ago with all of the outlandish claims about how §§419A(f)(5) and 419A(f)(6) exempted employers from any tax deduction limits. Many other inaccurate statements were made as well, until the IRS finally put a stop to such assertions by issuing regulations and naming such plans as “potentially abusive tax shelters” (or “listed transactions”) that needed to be disclosed and registered. This appeared to put an end to the scourge of such scurrilous promoters, as such plans began to disappear from the landscape.

And what happened to all the providers that were peddling §§419A(f)(5) and (6) life insurance plans a couple of years ago? We recently found the answer: most of them found a new life as promoters of so-called “419(e)” welfare benefit plans.

Lance Wallach - The Nation's Foremost 419 and 412i plans expert

Lance Wallach - The Nation's Foremost 419 and 412i plans expert

Servicers for 419 Plan, 419i, Section 79, listed transactions

Servicers for 419 Plan, 419i, Section 79, listed transactions

Servicers for 419, 419e, 412i, Section 79, captive insurance, listed transactions

Servicers for 419, 419e, 412i, Section 79, captive insurance, listed transactions