Most services can be handled through written and electronic communication

Professional Services Mr. Wallach’s Publishings
  • ​Expert witness testimony
  • Plan reviews and evaluations
  • Research and analysis of tax laws
  • 419e and 412i plan rescue
  • Compliance Consulting
  • Providing guidance for attorneys, CPAs and taxpayers nationwide
  • Determination letters of tax exempt status
  • Tax reduction strategies
  • ​IRS crackdowns on 419 and 412(i) plans
  • Reducing health care costs
  • Updating retirement plans
  • Asset protection
  • Estate planning
  • Premium financing
  • Life settlements
  • Captive insurance companies
  • Bringing your plans into compliance with the ​new IRS regulations