Continuing Education
WHEN ARE VALUABLE OBJECTS CONSIDERED APPRECIATING ASSETS?
How does the expanding global art market affect the value of fine art, collector cars, memorabilia, wine, silver, jewelry and other collectibles owned by clients?
What factors influence the value of objects?
During the past several years, fine art and collectible markets have been in a continuous state of evolution expanding into new countries and to new purchasers across the globe. Due to the increased number of international buyers, tastes and desires have broadened. As a result, the value of fine art, jewelry, vintage cars and collectibles have fluctuated tremendously over the past decade due to changes in consumer demand. Many personal collectors remain unaware of the value changes and as a result, their personal assets are not adequately protected nor managed.
This presentation will educate you on the state of the art and collectible markets. You will also develop an understanding of the importance of planning for and insuring a client’s valuable tangible assets.
WHO SHOULD ATTEND
- All Legal Professionals
- All Certified Financial Planner
- All Certified Public Accounts
SPONSOR CERTIFIED FOR CFP, CPA, CTFA & CLE ACCREDITATION
Class Time: 1 Hour Course Offering
Sample Class Offering for Unlocking the Potential of Hidden Wealth: Managing Tangible Assets
This presentation will educate the wealth community on the state of the art and collectible markets.
The wealth community will also develop an understanding of the importance of planning for and insuring a client’s valuable tangible assets.
The major themes of the course include:
- How the expanding global art market affects the value of tangible assets
- Understanding how value is determined and the appraisal process
- Using Art as Collateral
- IRS guidelines and tax implications for tangible assets
- How to monetize tangible assets and increase assets under management
- Understanding risk management strategies for tangible assets
PRESENTERS
- Colleen Boyle, Senior Vice President
- Anita Heriot, President
- Kate Molets, Director of Appraisals
