CAUTION: IRS is attacking 419, 412i, 412(e)(3), and Section 79 plans, and many other benefit plans described as 'captive insurance.'

419, 412i, and Section 79,and captive insurance Investment Plans

If your CPA, financial advisor, or insurance agent introduced you to one of these plans and now the IRS is after you, contact us immediately. You may be a victim of insurance fraud. We want to help protect your business and your hard-earned income.

Likewise, if you currently participate in one of these plans, and are worried about whether the IRS will penalize you, give us a call. We can help you make sure your plan is legit, and that no one tried to trick you in order to get a huge commission.

Our team of ex IRS agent CPAs are good at this. If you want to sue Lance Wallachs side has never lost a case.

How your CPA, financial advisor, or insurance agent may be responsible for your audit:

  • Improper filing of form 8886
  • Misrepresentation of the tax code
  • Misunderstanding of the tax code
  • Failure to explain certain details of the plan
  • Bad math/calculations
  • Dishonesty

Despite these mistakes or misleadings by your CPA, financial advisor, or insurance agent, the IRS will come after you, the small business owner, if something is amiss. Where is the justice? These advisors should be held responsible for the damages you are incurring. We want to help you fight the people who took advantage of you and make them accountable for their actions.

The information provided herein is not intended as legal, accounting, financial or any type of advice for any specific individual or other entity. You should contact an appropriate professional for any such advice.