His research and insights have proved right on the
February 21, 2011
“Lance is extraordinarily intelligent. He has few
peers, if any, in his area of expertise. I
unhesitatingly recommend Lance.”
June 3, 2009
Gary Lesser, Owner, GSL Galactic Consulting
“Excellent results, Google him”
May 27, 2009
“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.”
November 23, 2008
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.”
November 3, 2008
Robert Thomas, Resident Insurance Producer,
“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.”
June 11, 2008
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
June 4, 2008
Sherry Oskey-Hall, Owner, Wealth Creation Strategies
“Since first calling Lance, he has taught me more
about all aspects of insurance, income tax nuances, and
relatively unknown welfare benefit plans than I had
learned in the years spent with other well-regarded
experts who had been in the same field for over 30 years.
As a result, when Lance becomes a consultant to any
company or individual they not only get the benefit of his
immense knowledge, but they receive the knowledge of
experts in any area of finance that will benefit the client.
Lance will never say, "I don't know too much about that."
Instead he will say, "Let me put you in touch with an expert
who is knows more about that than anyone in the country."
And he means it.
I have yet to hear of anyone that has been disappointed
for calling upon Lance Wallach for advice or assistance.
He is truly at the top of his field.
Michael N. Kessler, M.D., M.A.
President, K & L Agency, LLC
February 24, 2008
Michael Kessler, Owner, K & L Agency, LLC
“Lance is perhaps the country's foremost expert at
establishing various kinds of employee benefit programs
for companies and individuals and also highly
knowledgeable about the programs that do not meet the
legal requirements of the Internal Revenue Service. He is
a well known author, has spoken at numerous meetings
attended by financial services practitioners and is the
professional you want on your side when the IRS comes
calling.” February 5, 2008
“Lance is a pleasure to work with, very
February 4, 2008
Paul Rosen, President, Paul J Rosen Financial Services
“Lance is an expert in little known tax reduction
techniques for profitable business owners.”
February 4, 2008
Matthew Tuttle, Owner, Tuttle Wealth Mgmt, LLC