Program Information

Monthly Breakfast Meeting
Thursday, September 2, 2010
Topic: "The Charitable Recipient and Tangible Assets: Donations Involving Art, Antiques and Collectibles"
Speaker:  Joy Berus, Esq ~ Barth Berus & Calderon LLP

Acceptance policies and Best Practices for Donee Institutions accepting Art, Antiques, and Collectible Donations. Discussion will include “related use” and other unique requirements for donations of tangible assets.

Attendees will learn:

• IRS required steps for the donor to receive a full fair market value tax deduction
• What is related use and how it impacts donations
• IRS Forms 8283 and 8282. What they are, whey they are required
• IRS new post 2006 appraisal requirements regarding qualified appraisers and qualified appraisal reports