Section 79 Problems ?

If you are considering a Section 79, our expert CPA, MBA, EA with almost 40 years experience working at the IRS, will provide you with an objective professional assessment.

  • Structures Reviewed

  • Proposals Reviewed

  • IRS Audits Defended

If you have no other choice but to sue, Mr. Wallach Has never lost a case as an expert witness.

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Lance Wallach, Managing Director, is our nation's leading expert on employee benefit plans, tax problem resolution and IRS audit defense.  He provides expert witness services for clients handling Section 79 and other insurance problems. 

Mr. Wallach is a member of the AICPA faculty of teaching professionals & a renowned national expert in many court cases. He is the author of many best selling financial & law books, including:

  • Wealth Preservation Planning, published by the National Society of Accountants
  • The CPA's Guide to Federal and Estate Gift Taxation, published by Bisk Education
  • The Team Approach to Tax, Financial & Estate Planning, published by the AICPA
  • The CPA's Guide to Life Insurance, by Bisk CPEasy
  • Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, published by the AICPA​