Complimentary for Members

January 30, 2025


Live Webcast


NYSED 1

Securing a Legacy: Fiduciary Considerations for Managing Art & Luxury Collections Tech Session Webinar

This session is designed to those who want to learn what is necessary to do for estate planning purposes for clients with valuable art & collectible collections.

January 30, 2025
Live Webcast
NYSED 1
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    Instructor

    Sherri
    Cohen

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the requirements and guidelines for qualified appraisals.
  • Evaluate IRS review processes and their implications for compliance.
  • Develop tax planning strategies tailored to various scenarios.

Major Topics

  • Qualified Appraisals
  • IRS review
  • Tax planning for different scenarios

CPE Credits Available

NYSED 1
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs for clients with valuable art & collectible collections.

Provider

Foundation for Accounting Education

This event has ended.