You Are Going to Lose Valuation Discounts; So What?

By Keiter CPAs

You Are Going to Lose Valuation Discounts; So What?

It is our goal as tax and accounting advisors to go beyond traditional tax preparation and identify tax savings and planning opportunities for each of our clients. With that in mind, we are sharing an article by Eric Hieber, principal at Winged Keel Group on the loss of valuation discounts and life insurance planning.  We hope you find this article informative and if you would like to learn more about life insurance planning, please contact your Keiter representative or Email | 804.747.0000.

You Are Going to Lose Valuation Discounts – So What?

In recent weeks, everyone in the financial services industry has been drowning in information and opinions regarding the proposed IRC Regulation 2704 and its impact on valuation discounts. I will not bore you with the details of what the regulations say. Instead, I want to highlight why the loss of valuation discounts may not be a big deal if your objective is to maximize the after-tax assets passed to heirs upon death.  Access full article.


About Winged Keel

Winged Keel Group (“Winged Keel”) is an independent life insurance brokerage firm founded in 1989 that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families.

Eric Hieber, Principal

Based in the firm’s Richmond and Washington D.C. offices, Eric oversees case design and the management of client relationships.  He specializes in structuring customized insurance solutions that assist families and their advisors in their wealth accumulation, wealth transfer, and business succession planning.

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About the Author

Keiter CPAs

Keiter CPAs

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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