PP811-CON Appraisers as Liaison - Estate Planning Considerations and Tax Planning

CE 1 | ARM

This pre-recorded offering is eligible for ASA CE credit, however members must maintain a IAC Session CE Credit Form as evidence of continuing education hours completed every five (5) years, in the event submission is required (if audited). Review the form and for more information on maintaining your ASA membership and designation, log into your ASA member profile and review My Reaccreditation. 

Session Description

This presentation will include perspectives from two professionals who work with Estate Planning. Attorney Tiffanie Powell will present "Appraiser as Liaison: Estate Planning Considerations." She will outline the considerations that affect the scope of work for an appraisal project, which may include reviewing various legal elements, understanding the intentions of the family, dealing with authenticity, preservation of original documentation and reviewing insurance. Effective communication between appraisers, lawyers and family members, together with an individualized approach can help appraisers be a crucial partner in the planning process. Micaela Saviano, a Partner at Deloitte Tax who leads the Art & Finance Group, will present "Tax Strategies for Collectors." She will discuss recent case law, tax and estate planning considerations and elements of the Trump and Biden tax plans which may impact collectors.

Speaker Information

Micaela K. Saviano, Partner | Deloitte Tax LLP
Tiffanie B. Powell, Attorney & Counselor at Law | Tiffanie B. Powell & Associates, P.C.

After your purchase you will receive an email containing access to immediately playback the recording. No downloading necessary.

Disclaimer: The opinions expressed in this presentation are that of the presenter(s) and do not necessarily reflect the views and opinions of the American Society of Appraisers.

Questions? Contact ASA Education Team at Education@appraisers.org

System requirements for viewing downloads.

Pricing $69.00
ASA-Member $49.00
Non-Member $69.00
Available Yes