Thursday, June 1, 2017

Lance Wallach Professional Profile at Toolbox for Finance

Lance Wallach Professional Profile at Toolbox for Finance


  1. Journal of Accountancy Large Logo

    Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, by Sid Kess, a CPE self-study course (#733720)
    Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future, a CPE self-study course (#733730)

    For more information or to place an order, visit or call the Institute at 888-777-7077.

    AICPA PFP Center and PFS Credential
    The AICPA Personal Financial Planning (PFP) Center provides resources to CPAs for professional and ethical financial planning. The center also contains information about the AICPA Personal Financial Specialist (PFS) credential and PFP section membership. Visit the PFP Center at

    AICPA Tax Membership Section
    The Tax Membership Section provides tools, technologies and peer interaction to CPAs with tax practices. The Section keeps members up to date on tax legislative and regulatory developments. For more information, visit the AICPA’s Tax Center at


    Law, rulings and guidance
    Internal Revenue Code §§ 264, 419, 419A, 6111 and 6112
    News Releases IR 2007-170 and IR 2004-21
    Revenue Ruling 2007-65
    Notices 2007-83 and 2007-84

  2. Journal of Accountancy Large Logo
    Home > September 2008 > Abusive Insurance and Retirement Plans
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    TAX / EMPLOYEE BENEFITSproscribed in Notice 95-34. Both positions were designated listed transactions in 2000.

    At that point, where did all those promoters go? Evidence indicates many are now promoting plans purporting to comply with section 419(e). They are calling a life insurance plan a