Lance Wallach, CLU, ChFC

Courses: 3057

National Society of Accountants Speaker of the Year

Education

  • Baruch College (CUNY), Baruch College Graduate School
  • The American College – Chartered Financial Consultant (ChFC)
  • The American College – Chartered Life Underwriter (CLU)
  • The Institute for Investment Management Consultants – Certified Investment Management Consultant (CIMC)

Guest Lecturer For

  • Baruch College (Taxes on Tuesdays); Long Island University, C.W. Post Graduate School of Accountancy.
  • Speaker at more than 20 conventions yearly, including the annual national conventions of the American Association of Attorney - Certified Public Accountants, National Society of Accountants, National Network of Estate Planning Attorneys, National Association of Tax Practitioners, National Association of Enrolled Agents, National Association of Health Underwriters, American Society of Pension Actuaries, Employee Benefits Expo, Health Insurance Underwriters, NAPFA, NAIFA, FPA, NABA, ALPFA, various state CPA societies, Tax Institutes, as well as medical and insurance conventions, before CLU Societies, CPA/Law Forums throughout the United States, and Estate Planning seminars.

Lance Wallach, a member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax-oriented strategies at accounting and financial planning conventions. He has authored numerous books including The Team Approach to Tax, Financial and Estate Planning, Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, and Sid Kess’ Alternatives to Commonly Misused Tax Strategies: Ensuring Your Client’s Future, all published by the AICPA, and Wealth Preservation Planning by the National Society of Accountants. His newest books CPAs’ Guide to Life Insurance and CPAs’ Guide to Federal and Estate Gift Taxation will be published this spring by Bisk CPEasy.

Mr. Wallach has written for numerous publications including the AIPCA Journal of Accountancy, AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows, including National Public Radio’s "All Things Considered" and NBC television, etc.