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Lance Wallach

419 plans expert
Mr. Lance Wallach; your tax expert

Lance Wallach Financial Group is a group of Expert Witnesses, Consultants, and Advisory Services provided by Lance Wallach and associates. Lance has impeccable credentials with 35 years of extensive professional experience addressing insurance, financial planning, pension plan, welfare benefit plan, and tax matters. 

Lance Wallach and his associates provide Expert Witness Services in federal courts, state courts, and arbitration venues throughout the United States. Lance and his team also provide Consulting and Advisory Services to clients for non-litigation matters. They address technical and complex issues involving but not limited to:

  •  Insurance and Annuity Matters
  • §412(i) and §412(e)(3) Defined Benefit Pension Plans
  • §419(e) and §419A(f)(6) Welfare Benefit Plans, and VEBA Plans
  • Financial Planning
  • Tax Matters