Category: Personal Property
Continuing Education: 14
Please see the "Upcoming Classes" tab for class offerings and registration information.
This class will provide information on setting up and running your appraisal
practice. Ms. Berus has a comprehensive understanding of the business and legal
issues faced by new and experienced valuation professionals and will provide
details, tips and information through her two day presentation.
PowerPoint presentation, Q & A and class discussion.
Appropriate for new appraisers and experienced appraisers wishing to update
and review current issues pertaining to the appraisal profession.
Joy Berus is a nationally known expert in the practice
of art law with over 20 years of experience. Her unique practice focuses on art
and other tangible assets as an asset class with the goal of maximizing value
and minimizing tax liability.
She has unique and specialized knowledge in art law,
personal property law, tax law, appraisal law, UCC, and transactional law. She
serves the needs of individual, corporate and museum clients who own all types
of tangible assets from paintings, sports memorabilia, jewelry, and wine to
She has assisted individual owners and collectors,
corporate collectors, museums, foundations, banks and trust companies,
historical property owners, artists, writers, appraisers, and gallery owners.
She represents and assists clients in purchases, sales,
consignments, charitable contributions, valuations, unique personal property
estate planning provisions, estate settlements and distributions, holding
companies, loans to museums, loans using art as collateral, collection
management, museum administration, copyright, contract negotiations and
historical real property matters.
Prior to forming her own practice, she was a partner for
over twenty years in a California law firm where she focused on building her
practice in art law, business law and property law.
Ms. Berus has been an author and quoted contributor on CBS Marketwatch,
Investor's Business Daily, the Planned Giving Design Center, Steve Leimberg's
Charitable Planning Newsletters, the CCH Journal of Practical Estate Planning,
the Journal of Retirement Planning, also a CCH Publication, the Heritage Auction
Galleries Trusts Estates Newsletter, and she is a quoted contributor to
Forbes magazine. She has lectured extensively on the business of owning art and
collections, art as an asset class, appraisal law, tax law, and other art law
related topics to the American Society of Appraisers, the California Society of
CPAs and other professional CPA organizations, Estate Planning organizations,
California Lawyers for the Arts, various bank and trust client groups, wealth
and investment groups, art insurance organizations, philanthropic groups, museum
staff members and museum support groups.
This course will cover:
After completion of this class, students will :