My name is Ed Lichtig, MBA and my partner is Larry Weiss, CPA.

We work with financial planners nationwide. 

The IRS document backing the PAT program

Given our extensive work with PAT, we approached the IRS about securing a prototype plan, with the appropriate language, that allows us to execute the PAT program.  Given this document, we are confident that we can execute PAT without legal concerns from your advisors.  This document is critical to our and your success.  In fact on each and every case, we will assist you in getting your own positive “determination letter” from the IRS on your PAT plan.