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 BCG Companies 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 BCG Companies
In 1988, BCG was founded on a simple premise: Serve the specialized insurance needs of affluent families and corporations.

Eric Hieber, Principal
Eric oversees the case design team and is responsible for managing client relationships in both the wealth transfer/estate planning and nonqualified executive benefit planning markets. In addition, he works directly with our clients and their advisors to design, implement and administer customized plans to meet their specific needs.

Share this Insight:

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.

More Insights from Keiter CPAs

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.


Contact Us