National Offices of Lance Wallach - 516-938-5007

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Insurance Agents: Help for those who sold 419 and 412i plans.

Insurance Agents: Help for those who sold 419 and 412i plans.



Our team of experienced consulting "tax attorneys", CPAs, and "insurance expertsspecializing in 412iand "419 "IRS 
audits
that resulted from plans you sold to your clients, mainly "419 plans", "412i plans", "captive insuranceplans 
and 
"Section 79plans as well as other similar "employee benefit plansor "welfare benefit plansthat the IRS is 
targeting as
 "abusive tax shelters".

Our firm has been successful in
 "defending life insurance agentsand "material advisors" who have participated in 
the sale of these
 "benefit plans".

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