200K Report Update- Lance Wallach 419, 412i, Sect 79, Captive Insurance

200K Report Update- Lance Wallach 419, 412i, Sect 79, Captive Insurance: 200K Report
 Lance Wallach 419, 412i, Section 79, Captive Insurance

In This Issue...
How To Avoid IRS Fines
Small Business Retirement Plans Fuel Litigation
419,412i,Captive Insurance
The Dangers of being "listed"
If you are suffering from "tax problems" regarding "welfare benefit plan audits" and need 412i and "419 plan help", assistance with captive insurance, Section 79 plans, listed or reportable transactions, or IRC 6707A, you need Lance Wallach's "expert witness testimony" on your side.
  
Lance Wallach's side has NEVER lost a case.


How to Avoid IRS Fines for You and Your Clients
By Lance Wallach

October


From the October  issue of Agent's Sales Journal




Beware: The IRS is cracking down on small-business owners who participate in tax-reduction insurance plans sold by insurance agents, including defined benefit retirement plans, IRAs, and even 401(k) plans with life insurance. In these cases, the business owner is motivated by a large tax deduction; the insurance agent is motivated by a substantial commission.

A few years ago, I testified as an expert witness in a case in which a physician was in an abusive 401(k) plan with life insurance. It had a so-called "