ESTATE PLANNING COUNCIL OF ST. LOUIS

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When registering please be sure to complete the questions about CE. For CFP and CPE please provide your numbers in order to receive credit)

Title: What do Comparable Sales, Value Determination, and Tax Court Have in Common?

Date: December 16, 2024

Time: 11:45am – 1:15pm

Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105

Speaker: Tim Luke, CAI, BAS, MPPA, ISA-AM, Hindman Appraisals

About the presentation: Mr. Luke will take participants through a court case involving the differences between a valuation and an appraisal. The importance of the Uniform Standards of Professional Appraisal Practices (USPAP) will be highlighted. Mr. Luke will also explain why a qualified appraiser and a qualified appraisal report are required when doing appraisals for the IRS.

CPA's - CPE Credit Note: To be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education 60 minutes 

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will: 

CPE/CFP Learning Objectives:

Understand why a qualified appraiser is needed for the IRS, how to determine a qualified appraiser.

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: Anyone that is involved in Estate Planning

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP

Upon completion of this course, you should be able to:

Understand why a qualified appraiser is needed for the IRS, how to determine a qualified appraiser.

Speaker Bio:

About Tim Luke, CAI, BAS, MPPA, ISA-AM Tim Luke joined Hindman Appraisals in 2021 and has over 35 years of experience in the auction and appraisal industry. Previously an Executive Vice President and Senior Appraiser at Gurr Johns, Luke focused on providing valuation services, evaluating collections, and preparing appraisal reports that comply with the Uniform Standards of Professional Appraisal Practice (USPAP). Before joining Gurr Johns, Luke established and was President of his own auction, appraisal, and events business, TreasureQuest Group, Inc., in South Florida, for 20 years. In this position, he provided USPAP-compliant appraisals for divorce, insurance, donations, and estates and offered auction and brokerage services of fine and decorative arts, memorabilia, collectibles, and jewelry.

Luke began his career at Christie’s in New York, NY, where he worked for seven years and served as Director of the Collectibles Department and Auctioneer. Tim holds a B.A. from John Carroll University in Cleveland, Ohio, has earned various appraisal and auctioneer professional designations, and is an AQB-certified USPAP instructor