Best Sellers – March 2008
Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, by Sid Kess
Author/Moderator: Lance Wallach, CLU, CHFC, CIMC
Publisher: AICPA
This course will enable the practitioner to better understand many of the abusive insurance and annuity-based products being marketed to your clients and how you can alleviate exposure to IRS scrutiny.
Objectives:
· Identify potentially abusive deductions claimed on your client’s tax return
· Enable the practitioner to advise his clients so they can avoid IRS penalties and deduction disallowances
· Learn the pros and cons of the current strategies being employed by financial professionals in developing comprehensive financial plans for individuals and businesses
· Learn to avoid financial exposure to yourself and your clients for aggressive insurance, retirement and financial planning strategies being marketed today
Prerequisite: None
Accepted for CFP® credit.
Text Product# 733720
Availability:In Stock
Regular:$150.00
AICPA Member:$120.00
Contact Lance Wallach to purchase: 516.938.5007, wallachinc@gmail.com
Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive insurance plans. He speaks at more than ten conventions annually, writes for over fifty publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio's All Things Considered, and others. Lance 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 AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots. He does expert witness testimony and has never lost a case. Contact him at 516.938.5007, wallachinc@gmail.com
ReplyDeleteM Funds 2
Why You Should Not Own Mutual Funds at this time --- Mutual Funds can be considered dangerous to own. We have information on this and many other financial pitfalls in the business world.
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Posted by Lance Wallach at 3/18/2017 10:45:00 AM
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1 comment:
Lance WallachMarch 18, 2017 at 10:45 AM
United States v. Carpenter, 405 F. Supp. 2d 85 (D. Mass. 2005)
District Court, D. Massachusetts
Filed: December 15th, 2005
Precedential Status: Precedential
Citations: 405 F. Supp. 2d 85
Docket Number: CRIM. 04-10029-GAO
Judges: O'Toole
405 F. Supp. 2d 85 (2005)
UNITED STATES of America,
v.
Daniel E. CARPENTER.
No. CRIM. 04-10029-GAO.
United States District Court, D. Massachusetts.
December 15, 2005.
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Lance Wallach
Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive insurance plans. He speaks at more than ten conventions annually, writes for more than 20 publications, is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio's All Things Considered, and others. Lance 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 AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots. He does expert witness testimony and his side has never lost a case. Contact him at 516.938.5007, wallachinc@gmail.com, or visit www.taxaudit419.com or www.taxlibrary.us.
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