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Managing and Valuing Tangible Personal Property in Estates

ASA Chapter 30 (NYC)

Tuesday, February 13, 2018 from 6:00 PM to 8:00 PM (EST)

Managing and Valuing Tangible Personal Property in Esta...

Ticket Information

Ticket Type Sales End Price Fee Quantity
ASA Members Regular Not Started $40.00 $4.28
Non-Member Regular Not Started $50.00 $4.84
Early Bird - ASA Members Feb 5, 2018 $30.00 $3.72
Early Bird - Non Member Feb 6, 2018 $40.00 $4.28

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Event Details

January was cold and busy for everyone.  So we want to thank everyone that came out for our January Meeting.  For those of you who missed it, you can get a jump on the next event by registering early.

Join us on Tuesday, February 13th, at Connolly's from 6pm to 8pm as personal property expert Sherri Cohen of Bonhams will present on an important topic of concern.

Why you need to attend Join Sherri as she speaks about best practices for managing and valuing tangible personal property in trusts and estates.  She will discuss a variety of kinds of property including motor cars, jewelry, rare books and fine art and give a broad overview on the following topics:

  • appraisals values and purposes
  • IRS-defined qualified appraisers and qualified appraisals 
  • IRS Art Advisory Panel
  • factors affecting valuation (and past examples)
  • regulated materials
  • authenticity
  • title/provenance
  • blockage discount
  • fractional interest
  • recent tax cases (Newberger and Kollsman)
  • implications of the Tax Cuts and Jobs Act of 2017

Speaker's bio Sherri Cohen is a Vice President and Director at Bonhams in the Trusts and Estates Department in New York. She has a broad range of legal and art market expertise developed over decades in helping clients negotiate the sale of personal property at auction and in private sales.

Before joining Bonhams, Sherri served as Chief Underwriting Counsel at an A-rated art title insurance company, where she led the due diligence and legal analysis on hundreds of millions of dollars of complex global art transactions.

Previously, Sherri worked at a New York state agency helping claimants to recover their family’s property which was lost, looted or sold under duress from 1933 to 1945 due to Nazi persecution. Sherri started her career as an Associate at a large international law firm. She worked in their Washington, D.C., London and New York offices on litigation, antitrust, art law and corporate matters.

Sherri is qualified to practice law in New York as well as a Solicitor qualified to practice law in the United Kingdom. Sherri is a member of several art and legal organizations including the New York City Bar Association Trusts, Estates & Surrogates Courts Committee; Brooklyn Museum of Art Elizabeth A. Sackler Council for Feminist Art; Estate Planning Council of New York City; STEP (Society of Trust and Estate Practitioners); PAIAM (Professional Advisors to the International Art Market) and New York-Historical Society Planned Giving Advisory Council. She is also a member of her alma mater Emory University’s Emory College Alumni Board.

Sherri is a frequent speaker on art market issues including ownership, valuation and authenticity and has spoken before legal bar associations, museum groups and academic institutions in New York, New Jersey and London.

Sherri earned her undergraduate degree with a double major in Art History and Political Science from Emory University in Atlanta, Georgia, followed by a law degree from American University Washington College of Law in Washington, D.C. Sherri lives in New York City with her husband, two daughters and Bernese Mountain Dog.

Admission includes 2 hours of open bar, dinner, dessert, and great networking opportunities.

We look forward to seeing you there!

Have questions about Managing and Valuing Tangible Personal Property in Estates? Contact ASA Chapter 30 (NYC)

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When & Where

Connolly's Pub
14 East 47th Street
New York, NY 10017

Tuesday, February 13, 2018 from 6:00 PM to 8:00 PM (EST)

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ASA Chapter 30 (NYC)

The American Society of Appraisers is an international organization of appraisal professionals and others interested in the appraisal profession. ASA is the oldest and only major appraisal organization representing all of the disciplines of appraisal specialists.

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Managing and Valuing Tangible Personal Property in Estates
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