Bisk Education’s The CPA’s Guide to Life Insurance

The CPA's Guide to Federal and Estate Gift Taxation

Introduction to Litigation Services

Wealth Preservation Planning by the National Society of Accountants 

AICPA best-sellers Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots

From John Wiley and Sons: Protecting Clients from Fraud, Incompetence, Scams. 


National Society of Accountants Speaker of the Year

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU) 

​Certified Investment Management Consultant (CIMC) 

Areas of Expertise

Life insurance Litigation

"Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you cansend me would be helpful.  Hopefully, we can work together in the future as interest in VEBAs increase."

Corman G. Franklin

Office of the Assistant Secretary for Policy

U.S. Departmentof Labor

“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


Expert Witness

  • Stranger originated life insurance lawsuits (STOLI)
  • Spin-Life 
  • Claim denials

  • Life Settlement Lawsuits 
  • Zero premium life insurance 
  • Estate maximization
  • Non recourse premium transactions 
  • Insurance Company Bad Faith lawsuits
  • 1035 Exchanges 


  • 419 Plans

  • Section 79 Plans

  • Life Insurance rescissions
  • Litigation Consulting

  • Case Evaluation

  • Evidence Review and Forensic Analysis

  • Research and analysis of tax and insurance laws

  • Complaint, Petition, and Response Preparation

  • Expert Witness Testimony

  • Damage Calculations

  • Expert Declarations and Affidavits

  • Exhibits for Settlement Conference, Mediation, and Trial

  • Active Litigation: Rebuttal Witness

  • Deposition, Arbitration and Trial Testimony

  • Plan reviews, evaluations and remediation


Author, Speaker, Lance Wallach, CLU, CHFC, CIMC is nationally recognized for his expertise in life insurance, annuities, and IRS audits. He has  worked with the legal representation of both Plaintiffs and Defendants in cases dealing with annuity claims and life insurance disputes.

Whether you are a plaintiff or defendant, your case will be strengthened by adding Lance's knowledge and quick thinking to your team. 

Having the right life insurance Expert Witness or Annuity Expert Witness on your team  boosts credibility. Lance supports your legal team to deliver the best possible representation, ensuring you win your case.

Protecting Clients from Fraud Incompetence and Scams

National Offices (516) 938-5007 or (516) 935-7346