2018 ASA Annual Holiday Party

YOU’RE INVITED TO THE ASA ANNUAL HOLIDAY PARTY!

Back by popular demand, we will again be enjoying a close-up view of the 47th Annual San Diego Bay Parade of Lights aboard the Amadeus, a 115-foot mega-yacht owned by Olympic skier Bode Miller and captained by your fellow chapter member, Dean Ford. You will enjoy great food, drinks, and fellowship as we cruise the San Diego Bay and stop to enjoy the parade.

Space is limited for this once-in-a-lifetime event, so register today! Registration deadline: Friday, November 30

Date: Sunday, December 9, 2018
3:00 pm Begin Boarding
3:45 pm Close Boarding
4:00 pm Depart the Marina
5:00 pm Parade of Lights Begins*
7:00 pm Parade of Lights Ends*
8:00 pm Return to Marina*
(guests are welcome to stay on board until 9:30pm)

* times are approximate

Location: Shelter Island Marina (near Best Western Island Palms)
2051 Shelter Island Drive
San Diego, CA 92106

Parking is available for free across the street from the Marina.
However, it gets busy during the parade. Carpool or Uber is encouraged.

Cost: $45 per person
Includes hors d’oeuvres, cocktails, soft drinks, and the rare access to this magnificent vessel.

LIMITED SPACE!
30 total registered guest maximum
Each ASA member is allowed up to one guest
Registration deadline: Friday, November 30

IRS Valuation Symposium

Valuation assignments for the Internal Revenue Service can be challenging, especially with assignments relating to conservation easements. This IRS conservation easement seminar addresses the federal income tax code and regulations pertaining to the valuation and donation of conservation and historic preservation easements, among other types of assignments related to the IRS. Appraisers, CPAs, Land Trusts, and Attorneys should all be familiar with these requirements and the recent tax court decisions. Seminar topics for discussion Include:

  • Why the focus on the IRS Regulations?
  • Communication Issues
  • The Law – Federal Tax Code and Regulations
  • Regulatory Basis for Valuation Issues Miscellaneous
  • Valuation Analyses and Approaches
  • Expectations of Estate and Gift Appraisals
  • Fractional Interests and Casualty Loss Appraisals
  • Expectations of Fair Market Rent
  • Lifetime of Stress in Cross Examination
  • Court and Practical Issues, from the Bench
  • Expert Witness Role Play

SEMINAR COORDINATORS:  Chris Alfaro, MAI, AI-GRS; Eric Schneider, MAI, SRA, AI-GRS; Eric Witherall, MAI; Alison Roach; Mark Hendrickson, MAI; Susan Merrick, SRA; and Deanne Recht, MAI.

ENROLLMENT: Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The San Diego Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time.

ADA COMPLIANCE: It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation.

CONTINUING EDUCATION CREDIT: This Educational Program was developed and organized by the San Diego Chapter of the Appraisal Institute with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the program. This seminar is approved for 35 points of Appraisal Institute continuing education credit. The seminar is also approved for seven hours of BREA continuing education credit (Approval No. 18CP754601326).

Other approvals are pending, including MCLE, ASA, and ASFMRA.

CANCELLATIONS/REFUNDS: Up to 15 days prior to program start date, a $25.00 cancellation fee will be applied to all requests for cancellation. Between two and 14 days prior to program start date, a $65.00 cancellation fee will be applied to all requests for cancellation. Less than two days prior to program start date, no refunds will be given.

ATTENDANCE: The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows AQB minimum criteria requirements.

Date: 
Thursday, September 13th, 2018

Time: 
Check In/Continental Breakfast: 7:30 – 8:00 am
Seminar: 8:00 am to 5:00 pm
(Includes Mexican buffet lunch)

Location:
Green Acre Campus Pointe
10300 Campus Point Drive
San Diego, CA 92121

Cost: 
$169
ASA members: you will be asked to create a username and password at the AI website (no affiliation necessary) in order to register at the AI member price of $169.

Registration Deadline:
September 4, 2018

2017 ASA Annual Holiday Party

YOU’RE INVITED TO THE ASA ANNUAL HOLIDAY PARTY!

Join our local ASA members and their guests for an evening to re-member aboard the Amadeus, a 115-foot mega-yacht. You will enjoy great food, drinks, and fellowship as we tour the San Diego Bay. Best of all, we will have spectacular views of the 46th Annual San Diego Bay Parade of Lights.

DATE and TIME:
– Sunday, December 10, 2017
– 4:00 pm Begin Boarding
– 4:30 pm Depart the Marina
– 5:30 pm Parade of Lights Begins (approx.)
– 7:00 pm Parade of Lights Ends (approx.)
– 8:00 pm Return to Marina
– 9:00 pm Conclusion

LOCATION:
Cabrillo Isle Marina
1450 Harbor Island Drive
San Diego, CA 92101
(located behind the Sheraton near the airport)

PARKING:
Parking is available for an additional fee at:
Sheraton Hotel
1380 Harbor Island Drive
San Diego, CA 92101

COST:
– $45 per person
– Includes hors d’oeuvres and drinks

Guided La Jolla Mural Tour

Wednesday June, 14th, 2017
Tour begins at 5:00 pm; refreshments at 6:30

Location:

Tour begins at Athenaeum Art and Music Library
at 1008 Wall St. in La Jolla
Eats: The Public House at 830 Kline St, La Jolla, CA

EVENT DETAILS:

Join ASA -SD chapter art enthusiasts for a walking tour of the Murals of La Jolla led by project curator Lynda Forsha. The Murals of La Jolla was conceived in 2010 as a means to enhance the civic character of the community by commissioning public art projects on private property throughout La Jolla. It is a project of the Athenaeum initiated by the La Jolla Community Foundation.

An Art Advisory Committee composed of the heads of the major visual arts organizations in La Jolla commissions artists to propose the intervention of an image on specific walls on privately owned buildings. The first two artworks by Roy McMakin and Kim MacConnel were painted directly on their sites. Subsequent artworks have been printed on vinyl and installed on billboard-like structures. Each work is on view for a minimum of two years and has been generously funded by private donations.

The tour will be approximately 75 minutes long. Immediately after we will gather at the Public House in La Jolla for drinks and light refreshments.

 

FEE:

$20/person includes 2 drink tickets and food

Associating With Appraisers And Attorneys Seminar

Thursday, March 2, 2017
8:00 am – 1:30 pm

 

Location:
Marina Village Conference Center
Bayview Room
1936 Quivira Way
San Diego, CA 92109

SEMINAR CONTENT:

 

MULTI-APPRAISER PANEL:
Three local appraisers, Cheryl Kessler, ASA, CFA, MBA who is a business appraiser, Robert Caringella, MAI, SRA, AI-GRS who is a real estate appraiser, and Richard Crockett who is a machinery and equipment (M&E) appraiser will discuss their assignments involving other appraisal disciplines. Topics will include what information each appraiser needs, when certain disciplines are called upon for different assignments, and best practices when working together.

 

ESTATE PLANNING:
Rodney J. Hatley, Esq. LLM, who is a local trust and estates attorney will discuss working with appraisers to value their client’s assets. He will focus on regulations and rules the appraiser needs to know, pitfalls to avoid, and current trends (such as Section 2704).

 

BANKRUPTCY PANEL:
Victor Sahn, Esq. and Eric Goldberg, Esq. who are bankruptcy attorneys and Robert Dietrich, MAI, CRE, CCIM, MRICS who is an appraiser, will discuss their practice and how appraisers are involved. Topics will include the players in bankruptcy, the types of bankruptcies (and which ones matter to appraisers), and the process as it relates to valuation. Like the previous panels, the panel will also discuss pitfalls to avoid as well as other experiences.

 

FAMILY LAW PANEL:
Two family law attorneys, Lionel P. Hernholm, Jr., Esq. and David M. Zachry, Esq. will discuss their practice and using appraisers to value assets involved in a divorce. Similar to the other panels, the attorney will discuss rules and regulations to know, advice for appraisers for working in the family law sector, and pitfalls to avoid.

 

LUNCH SPEAKER:
Lunch speaker Jacob D. Schwarz, who is a local developer, will discuss current projects in San Diego. He will relate this to the legal process in gaining approvals for projects and actually developing the project. He will also discuss their projects as it pertains to valuation.

 

SEMINAR COORDINATORS:
Eric Schneider, MAI, SRA, ASA; Cheryl Kessler, ASA, CFA, MBA; and Justin Glasser, MAI, ASA, MRICS

 

CHAPTER MEETING:
The San Diego Chapter of the Appraisal Institute will also hold its quarterly general Chapter meeting at Marina Village on March 2, 2017. The lunch speaker (Jacob Schwarz) is part of the seminar, and seminar attendees must attend the lunch meeting in order to receive continuing education credit. The cost of the lunch (a buffet) is included in the seminar fee.

 

ENROLLMENT:
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The San Diego Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time.

 

ADA COMPLIANCE:
It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation.

 

CONTINUING EDUCATION CREDIT:
This program was developed and organized by the San Diego Chapter of the Appraisal Institute and the San Diego Chapter of the American Society of Appraisers with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the program. Attendees are eligible to receive twenty (20) points of Appraisal Institute continuing education credit. This seminar is also approved for four hours of ASA continuing education credit and four hours of BREA continuing education credit.

 

CANCELLATIONS/REFUNDS:
Up to 15 days prior to program start date, a $25.00 cancellation fee will be applied to all requests for cancellation. Between two and 14 days prior to program start date, a $45.00 cancellation fee will be applied to all requests for cancellation. Less than two days prior to program start date, no refunds will be given.

 

ATTENDANCE: The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows AQB minimum criteria requirements.

 

SEMINAR FEE (on or before 2/15/17):
Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates and Members of the American Society of Appraisers $129 / All others $179

Seminar fees will increase $50 on February 16, 2017, and includes lunch.