Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Tuesday, October 15, 2019
  • 12:00 PM - 1:30 PM (EDT)
  • Janney Montgomery Scott LLC, 1717 Arch Street, 20th Floor, Philadelphia, PA

Registration


Registration is closed

“Submitting Personal Property Appraisals to the IRS:
Best Practices and Exposures”

OVERVIEW: 
This roundtable event will discuss what taxing authorities are looking for when your client is required to submit an appraisal report to the IRS. Attendees will learn how to manage the risk of a disqualified appraisal for personal property above $50,000, how to vet appraisals and reports to meet IRS qualified appraiser and appraisal criteria, and the differences between independent appraisers, art advisory firms and auction houses with appraisal departments.

SPEAKERS: 
Cindy Charleston-Rosenberg ISA CAPP, President and Founder of the Art Appraisal Firm, brings more than three decades of experience to the valuation of important American art collections. Cindy has served the appraisal profession in a variety of leadership roles. She is a past President and Certified Member of the International Society of Appraisers (ISA), the largest professional organization of credentialed personal property appraisers in the United States and Canada, Cindy is an experienced expert witness and has won numerous national awards for presentations and writings on complex art valuation issues. She is active in industry activities to raise awareness of the critical importance of the standards and appraiser qualification criteria set by the Appraisal Foundation, where she currently serves on the Board of Trustees.

Sam Freeman serves as a Senior Vice President of Freeman's Trusts & Estates department. Mr. Freeman specializes in estate planning and administration as they relate to personal or collectible property.  Mr. Freeman joined Freeman's in 2005 to further develop the Trusts & Estates department, becoming the seventh generation of the Freeman family to follow in the footsteps of Tristram B. Freeman, the company's founder. With over 30 years of professional experience with finance, insurance and technology; his primary experience in sales and customer service. Mr. Freeman brings a solid understanding of managing delicate relationships and customer relationship management to the Trusts & Estates department.

COST: No charge! Must be a PEPC Member to attend. Space is limited!

NOTE: Bring your own lunch.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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