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Many retirement plans are now in violation of the law and could subject both participants and their advisors to large penalties!  Click the picture to play the IRS $200K penalty video!
The IRS is auditing many 412(i) and 419 plans. See our published articles. Click here for Help, Plan reviews, IRS assistance, Expert witness & other services by Lance Wallach, CEO,Veba Plan LLC . . .
Deduct Estate, Business Succession & Asset Protection plans! Turn your life insurance premiums into tax deductions & reduce your health insurance costs!!
If you don't have a Letter of Determination from the IRS, you don't have a VEBA. Please click on the letter below to see what a Letter of Determination looks like.
Lance Wallach is the author of numerous professional books, including the AICPA's "The Team Approach to Tax, Financial & Estate Planning" and "The CPA's Guide to Life Insurance", and he is the National Society of Accountants Speaker of the Year.
See Mr. Wallach's published articles on ~Tax savings ideas ~ IRS crackdowns on 419 & 412(i) plans ~ reducing Health care costs ~ improving Retirement plans ~ Asset protection ~ Estate planning ~ Premium financing ~ Life Settlements ~ Captive Insurance companies ~ Updating your outdated retirement plan ~ Bringing your plans into compliance with the new IRS regulations, etc.
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AICPA Video on 419 plans & annuites
Lance Wallach, CLU, ChFC,
CEO & Pres. Veba Plan LLC
Website: VebaPlan.com
Email: lawallach@aol.com
Phone: (516) 938-5007
Fax: (516) 938-6330
Click here to receive updates, articles & news from Lance Wallach
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