conservation easement lawsuit
Matagorda Cove Conservation Easement Lawsuit. EcoVest raised about $19 million by selling interests in Matagorda Cove LLC, a company initially formed in 2018, according to SEC documents. Sales commissions are listed at $2.1 million.
Lance Wallach, CLU, ChFC, CIMC, the National Society of Accountants Speaker of the Year, consults on abusive tax shelters, captive insurance, conservation easements, bitcoin, insurance, estate planning, retirement and employee benefit plans and other IRS audit targets.
As an expert witness his side has never lost a case!
Speaker at over 50 annual conventions and author for more than 500 publications on;
- tax reduction ideas,
- abusive welfare benefits
- retirement plans
- captive insurance companies
- abusive tax shelters
- conservation easements
- cash balance plans
- life settlements
- premium finance
He is a course developer and instructor for Continuing Professional Education courses administered by The American Institute of Certified Public Accountants.
Lance is a prolific author, having written or collaborated numerous books, including;
- ‘The CPA Guide to Life Insurance’, published by BISK Education
- ‘The Team Approach to Tax and Financial Planning”, published by the American Institute of CPA
- “Protecting Clients from Fraud, Incompetence, and Scams”, published by Wiley