You have reached The Nation's Leading Authority on VEBA plans, retiree health benefit plans, employee benefit association plans, welfare benefit funds, and other pension and retirement plans for corporations, states and municipalities.
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Let Us Help You With:
- "Plan reviews"and evaluations
- "Plan compliance""consulting"
- "Healthcare cost reduction strategies"
- Research and analysis of plan
regulations
- "Captive insurance" companies
- Plan reporting for financial statements
- Corporate tax reduction strategies
President & CEO,
Lance Wallach
- Member of the
AICPA faculty of
teaching
professionals.
- AICPA author,
instructor &
national speaker
- National Society of
Accountants
Speaker of the Year
- Writes financial
articles for over 50
national publications
VEBAHealthCare.com A VEBA Plan LLC site
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TESTIMONIALS FROM SATISFIED CLIENTS:
Letter to Lance Wallach from Ford Motor benefits representative:
Fri, 11 Jan 2008
Subject: VEBAs
Dear Mr. Wallach,
It as a pleasure speaking with you this afternoon. I appreciate the time you spent
listening and the giving of your advice.
Next week, we, a small splinter union (IAM) within a large Ford Motor facility, at
Cleveland Casting Plant will be negotiating our contract. This site is mostly represented
by the UAW who have already consummated their contract with Ford Motor Company,
and has accepted the VEBA option for their retirees. Their VEBA will be run by the
UAW and whoever they decide to confide in to execute the health care benefit and the
investments with the millions that Ford Motor will hand over to them, and then Ford will
wash their hands of any more health care responsibilities.
Our IAM negotiations start Jan. 14th. The small group of individuals that will be across
the table from the experts representing Ford Motor, are comprised of a few elected
people that are Pattern Maker/Machinist by trade. We have no one of any particular
expertise in finance, healthcare, or investment. We are expected to come to terms with
little, to no knowledge or leverage of the task set before us. We have 1300 people's
lives that will be affected by these negotiations. It is a shame that the larger unions will
not step up to the plate and help with the terms that we are faced with. Ford Motor will
use this to their advantage to squeeze a few more dollars out of our pockets.
Thank you again for your generous contribution of foresight and knowledge to the
concerns facing the American workers in this globalistic battle for the bottom line.
Sincerely,
Mark A. Gwynn
IAM Benefits Rep.
Ford Motor
Cleveland Casting Plant
Sep 18, 2007
Subject: Re: VEBA education
Mr. Wallach,
Thank you so much. I will read this material and if I have any questions I will call. I do
have one very important question that comes to mind - Have you ever seen a VEBA
go bad and if so, how could it have been prevented? I know like some mutual funds
do not last and if this program is based on investment, there is a very real possibility
that the funds could loose significant amounts. Is there a safe guard to this problem?
Dixie Price
U.A.W. Communication Coordinator
270.745.8141
U.A.W. Local 2164
712 Plum Springs Loop
Bowling Green, KY 42101
Your Best Source For All Information "VEBA"
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Our Expertise Is Appreciated By All
"Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you can send me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase."
Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Department of Labor
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Educate Yourself Courtesy of Lance Wallach Through The Links Below
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“abusive tax shelter help” "tax letter" "irs letter" "irs letters" "irs determination letter" 419e 412i 6707a "form 8886" "listed transactions" "abusive
tax shelter assistance" "irs penalty abatement" "expert witness irs" veba "expert witness services" "expert witness irs help" "pension audit"
“abusive tax shelter help” “abusive tax shelter assistance” "Grist Mill Trust" Benistar "SADI Trust" "Beta 419" "Millennium Plan" Bisys "Creative
Services Group" "Sterling Benefit Plan" "Compass 419" Niche "Sea Nine Veba" 419 412i 419e "expert witness insurance" "welfare benefit plans"
"419 plan help" "expert witness irs"