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Course/Product Description
Title:

Get Sued By Your Clients And Fined By The IRS, 419 Welfare Benefit Plans, Section 79, Captive Insurance And Abusive Tax Shelters

SKU:WC-1023347
Date / Time: Recorded
Format: Webinar
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Description:

Accountants, financial planners, insurance professionals and others are being sued by their clients and fined by the IRS for participating in, or selling abusive tax shelters or listed transactions. These include but are not limited to 419 welfare benefit plans, 412i plans, section 79 plans, captive insurance plans etc.

Most life insurance companies have allowed their products to be placed into these plans. The IRS then investigates because these plans fall under abusive tax shelters, listed transactions or plans similar to them.

The minimum fine for an accountant or financial professional is $100,000. The client also gets fined and audited by the IRS: they usually sue their accountant and financial advisor.

As an expert witness Lance Wallach has successfully defended financial professionals and has successfully been an expert witness suing insurance companies that provided the product. Lance Wallach has presented this award winning material at hundreds of accounting legal and insurance conventions.

Agenda

  • Description of Various Tax Shelters
  • How to Avoid Fines for You and Your Clients
  • What to Do When You Are Sued
  • What If Your Client Is Already in One of These Tax Shelters
  • Various Suggestions
  • Don't Think This Can Happen to You? It Has to Thousands of Advisors Already
About The Presenter

Lance Wallach
  • National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals
  • Frequent speaker on retirement plans, abusive tax shelters, financial, international tax, and estate planning
  • Writes about 412(i), 419, Section79, FBAR and captive insurance plans
  • Speaks at more than ten conventions annually, writes for more than 50 publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Public Radio’s “All Things Considered” and others
  • Has written numerous books including Protecting Clients from Fraud, Incompetence and Scams, published by John Wiley and Sons, Bisk Education’s CPA’s Guide to Life Insurance and Federal Estate and Gift Taxation, as well as the AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots
  • As an expert witness his side has never lost a case


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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