The 2013 Long Island Tax Professionals Symposium
November 20, 21, 22, 2013
Crest Hollow Country Club, Woodbury, NY
Lance Wallach,
CLU, ChFC
Courses: 3057
How to Get
Fined $100,000 by IRS and Sued by Your Clients, Updated for 2013 (TAX CPE) (CLE)
Lance Wallach
Lance Wallach
Accounting
''speaker of the year'' explains abusive, listed, or reportable transactions,
and tax shelters, insurance, annuity products sold to YOUR clients including
popular DB retirement plan 412i, 419, section 79, captive insurance, life
settlements, premium finance, Roth IRA, reverse mortgages etc. that will get
YOU in trouble. Accountants signing returns face mandatory $100,000 IRS fine.
Learn disclosure requirements to avoid large penalties, both to yourself and
your client. This popular program helped over 27,000 accountants avoid IRS
fines and client lawsuits.
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