Details
April 20, 2021
9:00AM - 10:15AM
FPA Central Ohio presents Valuing and Maximizing Hard-to-Value Assets
Presented by Heather Follmer & Amelia Jeffers
via Zoom
Valuing and Maximizing Hard-to-Value Assets
presented by
Heather Follmer & Amelia Jeffers
Valuing And Maximizing Hard To Value Assets Follmer Slides
Valuing And Maximizing Hard To Value Assets Jeffers Slides
Everyone has had a client with a hard-to-value asset, from wine to jewelry to classic cars and antiques. This program will help you understand how best to advise the client related to the appraisal, sale, disposition, or maintenance of hard-to-value assets as a portion of their investment portfolio. Amelia Jeffers is a licensed auctioneer and expert appraiser with more than 25 years of industry experience. Heather Follmer is the Director of Business Development with EBTH, one of the region’s largest online auction companies specializing in a wide variety of collectibles, fine art, antiques, and designer furnishings. Amelia and Heather will drill down into the details of IRS requirements for estate valuations, donations of personal property, and property division as they share their adventures in The 4 D’s: death, divorce, debt, and downsizing.
Learning Objectives:
- Understanding the difference between Fair Market and Replacement Values
- An overview of credentials within the industry, and the difference between fiduciary and service-based providers.
- The auction process as a tested and respected method for disposition of assets.
Featured Platinum Partner:
We have been granted 1 hour of CFP CE from the CFP Board and have requested 1 hour of Ohio Insurance CE credit.
