Learn + Connect
Protect your clients and practice!
Unlock the secrets to hiring the perfect appraiser with the first installment of ASA’s captivating “Why Hire” Webinar Series! Geared specifically for legal professionals, this engaging session will be broadcast live on ZOOM on Thursday, October 10, 2024, from 2:00 - 3:00 pm ET. Join our dynamic moderator and a panel of top-tier experts from various specialties as they dive into the intended uses and users of appraisal services, and essential strategies for avoiding valuation pitfalls and selecting the ideal appraiser.
Don't miss this opportunity to gain invaluable insights and elevate your professional expertise.
About the Webinar
Online
Thursday, October 10, 2024
2:00 - 3:00 pm ET
Free
Register!
This webinar is ideal for attorneys practicing in areas such as bankruptcy, civil litigation, family law, corporate and business law, taxation, and estate planning. Additionally, it is beneficial for arbitrators, referees, paralegals, litigation support specialists, and other legal professionals who engage with valuers in their work.
Learning Outcomes
- Identify the intended uses of appraisals, the intended users, how the intended use defines the appraisal process, and potential problem areas.
- Explain the standard of care for appraisers and identify breaches that can lead to liability.
- Recognize the importance of hiring qualified appraisers, the significance of professional competence, and the implications of Federal Rule of Evidence 702 and IRS Section 170.
- Use resources such as ASA’s Find an Appraiser online search tool to locate and hire qualified appraisers.
AgendaThursday, October 10Opening Welcome Introduction of Panelists and Moderator Discussion Point #1: Intended Use What are the intended uses of appraisals and who are the intended users? Discussion Point #2: Standard of Care What is the standard of care for appraisers? Discussion Point #3: Importance of Hiring Qualified Appraisers Why is professional competence important and the hiring of qualified appraisers? Q/A & Networking Closing Remarks Availability of Resources |
Presenters
Charles Rosoff, ASA, MRICS (Moderator)
President
Appraisal Services Associates
Charles Rosoff, ASA, MRICS, is the president of Appraisal Services Associates, specializing in forensic valuations of Fine Art, Antiques, Decorative Arts, and residential and office contents. An experienced appraiser since 1984, he is an Accredited Senior Appraiser from the ASA and a Member of the Royal Institute of Chartered Surveyors. He has held significant roles within ASA, including Discipline Governor on the International Board of Governors and President of the New York Chapter. He has also been the Legal Issues Editor of the ASA's Personal Property Journal. Mr. Rosoff teaches at ALI-ABA and the Association of the Bar of the City of New York and has taught USPAP and personal property valuation at various universities. He has also taught Appraisal Research Methods at New York University and served as an expert witness. Currently, he edits annual supplements to Valuation Strategies in Divorce and Valuing Specific Assets in Divorce. Mr. Rosoff holds a B.A. in History of Art from the University of Michigan, trained at Sotheby’s London, and completed the Certificate program in Appraisal Studies at New York University. He has also worked for Christie’s New York.
Terri Lastovka, CPA, JD, ASA, ARM
Founder
Valuation & Litigation Consulting, LLC
Terri Lastovka, CPA, JD, ASA, ARM, is the founder of Valuation & Litigation Consulting, LLC, specializing in business valuations and litigation consulting. Her areas of expertise include domestic relations, gift and estate tax, probate, shareholder disputes, economic damages, and forensic accounting. She holds the Accredited Senior Appraiser (ASA) credential, earned in 2004, and the Appraisal Review & Management (ARM) credential, earned in 2017. Ms. Lastovka has been actively involved in the ASA ARM Discipline Committee, serving as an At-Large Committee Member (2018-2020), Secretary/Treasurer (2020-2022), and currently as Chair. She graduated with a BBA in Accounting from Kent State University in 1986, where she was inducted into Omicron Delta Kappa and Mortar Board. She became a CPA in Ohio in 1989 and earned her Juris Doctor from Cleveland-Marshall College of Law in 1995, being admitted to the Ohio Bar in 1996. Her professional affiliations include the Ohio Bar Association, Cleveland Metropolitan Bar Association, West Shore Bar Association, Lorain County Bar Association, Center for Principled Family Advocacy, Cleveland Academy of Collaborative Professionals, and the International Academy of Collaborative Professionals.
Bryce Erickson, ASA
Managing Director
Mercer Capital
Bryce Erickson, ASA, is the managing director of Mercer Capital’s Oil and Gas Industry Group. He has been involved with hundreds of valuation and related engagements since his entry into the valuation profession in 1998. These engagements have been conducted for the purposes of mergers and acquisitions, buyouts, buy-sell agreements, financial reporting, estate and gift taxes, allocation of purchase price, litigation support, financing, and business planning. In addition, he has experience in valuing a wide variety of intangible assets such as patents, customer lists, trademarks, contracts, and others. He has also testified in both state and federal court in support of his opinions. Mr. Erickson has supported ASA as a volunteer leader, most notably serving as vice president for the ASA Dallas/Fort Worth Chapter. He earned a B.B.A. in Economics from Baylor University.
Theresa Brossmer, ASA, ARM, MGA®
Founder
Gem Appraisals Unlimited, LLC
Theresa Brossmer, ASA, ARM, MGA®, is the founder of Gem Appraisals Unlimited, LLC, an independent gem and jewelry appraisal office. With nearly 40 years of experience, she holds prestigious credentials including Accredited Senior Appraiser, Master Gemologist Appraiser®, and Appraisal Review & Management from ASA, as well as Accredited Senior Gemologist from the Accredited Gemologists Association. Ms. Brossmer has designed and taught courses for ASA’s Principles of Valuation program in Gems and Jewelry, both in the U.S. and China. She is a certified USPAP Instructor by the Appraisal Qualifications Board. Her diverse practice includes serving the public, the jewelry and diamond trade, and federal law enforcement with appraisals, consulting, expert witness testimony, and litigation support. Currently, she is the President of the Accredited Gemologists Association and actively involved with ASA’s Gem and Jewelry Discipline. Ms. Brossmer holds a Graduate Gemologist (GG) credential from GIA, a Certificate in Appraisal Studies from the University of California, Irvine, and has completed courses in watch appraisal and forensic jewelry. She also regularly attends continuing education conferences by the National Association of Jewelry Appraisers and the Accredited Gemologists Association.
Charles Dixon, ASA, ARM
President & Owner
CD Valuation Services, Inc.
Charles Dixon, ASA, ARM, is the president and owner of CD Valuation Services, Inc., specializing in the appraisal of machinery and equipment for industrial, commercial, retail, and inventory sectors. With over thirty years of experience, Mr. Dixon holds notable credentials, including Accredited Senior Appraiser and Appraisal Review and Management designations from ASA, and Certified Senior Appraiser from Equipment Appraisers of North America (EANA). He has been an active volunteer leader within ASA, serving as Director of the ASA Educational Foundation, ARM Vice Chair of the Board of Examiners, Ethics Committee Member, At-large Member of the Appraisal Review & Management Committee, and Co-Editor of the Appraisal Review & Management E-Journal. Additionally, Mr. Dixon is a USPAP Certified Instructor in Personal Property (machinery & equipment) through the Appraisal Qualifications Board (AQB) of the Appraisal Foundation and has provided expert testimony in various courts and boards of view.
Sandra Tropper, FASA
Founder & Owner
Artemis, Inc.
Sandra Tropper, FASA, is the founder and owner of Artemis, Inc., an art appraisal firm established in 1990. The firm offers appraisal services for private collectors and institutions for tax reporting, insurance, and property transactions. With over 30 years of experience, Ms. Tropper is a Fellow Accredited Senior Appraiser (FASA) with ASA and has held various prominent positions within the ASA, including Past Chair of the ASA Personal Property Committee and Past Representative of ASA to The Appraisal Foundation Advisory Council. She is also an AQB-certified USPAP instructor and has taught for ASA and other institutions such as SUNY Purchase, RISD, UCI, Pratt Institute, George Washington University, University of Chicago, and Northwestern University. Ms. Tropper holds an M.A. in History of Art from The George Washington University and an M.A. in International Studies from Johns Hopkins SAIS. She has also pursued practical fine arts education at the Corcoran School of Art and Design, the Smithsonian Institution, Pyramid Atlantic, and Maryland College of Art and Design.
