Volume 13
No. 4
Past Issues
   

January Meeting Program

   
Arts & Crafts Jewelry
   
A Slide Presentation& Hands-On Appreciation
When:
Tuesday, January 20, 2004
(Note the change in date.)
Where:
Monterey Whaling Co.
Private Room - Hilton Mission Valley
901 Camino Del Rio South
(619) 543-9000
Directions:
Interstate 8 to the Mission Center exit, Mission Center south to Camino Del Rio South, west to Hilton Mission Valley
Speaker:
Jo Ellen Cole, G.G., F.G.A., Candidate, ASA in Gems & Jewelry
Schedule:
5:00 pm - Board Meeting
5:45 pm - Dinner
7:00 pm - Program
Cost:
$20 includes dinner & program
Menu:
Choose from a special menu.

Vegetarian meals appropriate for all types of vegetarians are available from the restaurant. Just make a note of your request when you make your reservation 24 hours in advance.
RSVP:
Georgie Stillman
(619) 563-9000
 

Program Notes

The Arts & Crafts Movement began in England and Europe in the latter 19th century and took hold in the USA in the dawn of the 1900’s. As much a philosophy as a style, the Arts & Crafts Movement revolted against the decline in craftsmanship and design as “the machine” pumped out cheap mass-produced goods for the ‘working class’.
Arts & Crafts proponents believed that good design could be affordable and available to all, while respectfully using the skills of the artist, designer and worker. The style tended to use natural materials, motifs from nature, and hammered and applied design elements that evolved from the function of the piece.

Arts & Crafts Jewelry has not been the subject of much published research, although it is collectible. Jo Ellen has put together some fascinating original material, and even those who are not in the personal property discipline will be astonished at the beauty and variety of these works of art. Their relative affordability will not last long, so come to this program & get in on the ground floor!

Jo Ellen Cole has worked in the jewelry profession for many years, serving as research librarian at the famed Gemological Institute of America and as an appraiser.

Important ! ! !
NOTE CHANGE IN MEETING DATE: The new ASA San Diego Chapter meeting night is now the third Tuesday of the month, so please mark your New Year calendar NOW with these dates:
January 20th
April 20th
February 17th
May 18th
March 16th
June 15th
Member Spotlight
Jim Hill, Candidate member in personal property, this year celebrates his 40th Anniversary in the antiques business, operating Treasure Trove antiques from the same location at 3538 University Avenue, just east of Interstate 805.

While the store has a fascinating variety of antiques, including rugs, Orientalia, china, glass, dolls, and collectibles, from the beginning Jim had a special interest in coins, and he is a nationally recognized numismatist. Jim and his wife Martha have traveled all over the world doing shows and meeting new clients.

In addition to his appraisal and estate sale activities, in the 1970’s Jim started an auction service, which today is thriving, with regular auctions at The Scottish Rite Center in Mission Valley. The next one is on Sunday, February 8. Check out the over 450 items, with consignments from England, Hollywood, Kensington and Mt. Helix estates, at www.treasuretroveauctions.com.

Jim Hill is also an accomplished singer. (He is to be heard, and seen, at a dinner show production at the Westgate Hotel on February 19th ). He is planning to soon get his ASA designation, and possibly assist in preparing a new Numismatics exam. He gave the Chapter a terrific program on his specialization in 2003 and ASA San Diego is honored to have him in our 'family'.

President's Message
Happy New Year!
On behalf of the San Diego Chapter Governing Board, I wish all of you a healthy, prosperous and fulfilling New Year!
The Year 2003 could be painfully summarized with the words of James Taylor: "I've seen fire and I've seen rain...." There have been many disasters and many close-calls, and the awareness of the importance of insurance appraisals is just beginning to set in. Many of our Chapter Members will become involved in the resolution of insurance claims in the months ahead.

The subject of uncertainties (and also the larger issue of inner peace) is well addressed by the Greek philosopher, Epictetus (A.D. 60?--117?), who wrote: "Men are not worried by things, but by their ideas about things. When we meet with difficulties, become anxious or troubled, let us not blame others, but rather ourselves, that is: our ideas about things." While decidedly Stoic, his words remind all of the importance of our attitude toward what cannot be controlled.

In the realm of what can be controlled, the year ahead offers us all opportunities to serve, to learn, and to strengthen our professionalism. Attending the monthly San Diego Chapter Meetings is an ideal way to help achieve all of the aforementioned objectives. For those who have not been regular attendees of our meetings -- come join us, and enjoy the opportunity to network with your professional colleagues!
Please remember that effective this month, our monthly meetings will be scheduled on the third Tuesday of each month.
I am looking forward seeing all of you at our January 20th meeting!
With Best Regards,
Paul Golubovs, MBA, ASA
Georgie's Corner

I send you all my best wishes for a glorious New Year, for all good things for you and your family.

Since that evening in 1976 when I wandered into a San Diego ASA Chapter meeting, I have over the years grown to count so many of you as friends, far more than just professional colleagues. We may not, it is true and to be expected, ALWAYS see eye-to-eye on this matter or that, but the nature of the shared professional standards breeds a respect, if not total agreement. What would the world be if people you respect always agreed with you???? Pretty dull, and no one would learn anything. The cross-fertilization of specializations, interests and methods has always given me something to take home, to think about, and to improve my practice and my career.

I always meet a new candidate or attendee at our meetings with the same thought – “You will learn something useful here, and meet some wonderful interesting people – what an opportunity you have before you!”

This year is one of expansion. Into the Internet, into more marketing of your services to potential clients, into seminars with attorneys, bankers and other professionals who need your services. This year, when you see that “Chapter dues” part of your ASA membership fee, you will finally say “its worth it!”
The San Diego Chapter has long been a leader in the ASA community. We might be small in numbers, but our members are exceptional professionals, people who are the ones chairing the discipline committees, the ones giving talks to other professionals, the ones sought after as experts. I congratulate you all, and look forward to seeing you at meetings.
Georgie Stillman, ASA
Charitable Donations in the News
What is it Worth? Congress Questions Value of Donated Items ... This was the title of a New York Times News Service article in a recent San Diego paper. The gist of the article is that the General Accounting Office, the “investigative arm of Congress” finally woke up and discovered that the fair market value of the many vehicle, boat & art donations made to charities, is much higher than the actual selling price – particularly if the item is simply thrown out the back door to a liquidation service.
All appraisers doing a donation appraisal with a value of items that collectively total more than $5,000 should provide their client with a signed IRS Form 8283 – the form that requires the appraiser to make a declaration and include their IRS ID#. Form 8283 also has a declaration for the Donee (charitable institution) to sign if they dispose of a donated item within 2 years (Part IV, page 2 on the form), with instructions that the Donee to file an IRS Form 8282 if they do dispose of the donation within the 2 years.

It seems clear that the IRS, pushed by a Congress hungry for funding, is going to begin cracking down on the practice on the part of charitable institutions to solicit items for immediate sale. For you appraisers to stay clear of any problems, it would be prudent to inquire if the item is for use by the institution in the normal course of their purpose, or if it is to be sold within two (2) years.
Although the IRS requests a “fair market value” for donation appraisals, if you know the item is going to be sold, you might consider adding a “liquidation” value in the appraisal or giving some thought as to whether or not you wish to do the appraisal. This is not going to make you popular with Donors, but on the other hand you have a responsibility to choose the apposite value for the situation. Catch-22. The IRS can consider someone an accessory to tax fraud with very little logic, and you don’t want to get into what seems clearly to become a hotbed of contention in the coming year.
Note: These are my opinions only, as no ruling from a tax court or the IRS on these matters has yet been cited.
- Georgie Stillman, ASA
Member News
 

Course Notices

Val Abab, ASA, Oriental Rug specialist, was the cover feature story in the San Diego Reader, December 11, 2003 issue.
Pamela Bensoussan, ASA, Oriental Rug specialist, gave the prestigious keynote lecture to the San Francisco Area Rug Collectors Society on December 7, 2003.
Jo Ellen Cole, G.G., F.G.A., Candidate, Gems & Jewelry Specialist, offered pro bono jewelry appraisals on December 12, 2003 at Glorious Antiques in La Jolla to benefit the San Diego SPCA to help all the critters needing a home. She plans to make this a regular event.
David Bowie, G.G., G.J. (GIA), Candidate in Gems & Jewelry, was appointed Public Relations Chairman to the ASA International Personal Property Committee for Gems & Jewelry.
Paul Golubovs, ASA, was the guest speaker at the November Meeting of the Certified Fraud Examiners Association. Paul presented a compressed survey of the ancient and modern problems of Art Fraud to a robust and enthusiastic professional audience.
 
Gem & Jewelry

GJ206
Gems and Jewelry Appraisal Techniques and Standards
Tucson - February 4– 7
GJ205
Gems and Jewelry Appraisal Theory,
Methods and Application

Philadelphia - March 11-14
Las Vegas - May 29 - 31
Reno - June 6 – 8
Expert Testifying Skills & Report Writing
Kansas City - July 25
Seminar hosted by G & J Discipline.
For more information, please contact David Bowie,
858-578-8840
 
If you are involved in a community activity or know of courses being offered, please let us know.
Contact Georgie Stillman, ASA
619-563-9000
Job Opportunities

Please check out the ASA International Website's Job Bank in the Members Only area. (If you are a member and don't yet have a login ID or password, a button to register for one is available on the entry page.)

If you have information about local appraisal jobs that you would like posted in our newsletter,
please contact Georgie - 619-563-9000
Nominations Committee 2004-5 Chapter Officers
President Paul Golubovs, ASA has appointed the following individuals to the San Diego Chapter Nominations Committee 2004 – 5. They will be working to prepare a slate of officers for the coming year.

George LeBaron, ASA
Thom Underwood, ASA
J.R. Westfall, ASA
Please contact them with your suggestions for officers for the coming year.
ASA San Diego Web Site - Coming Soon in 2004
The long anticipated San Diego Chapter of the ASA will soon be a reality. After long deliberation and consideration of proposals, the ASA San Diego Chapter has contracted with Jan Giamanco of G-Force Services to “build” our Chapter internet web site. Our professionalism, the importance of an ASA designation, members’ specializations and activities will be showcased at the site, with a referral request service and links to member emails and web sites. This new dynamic web site is free for our membership, part of our Chapter Public Relations & Marketing service to our members. In the future the site will offer web page hosting to our members who don’t yet have a web site, for a very reasonable fee.
This is a great marketing tool for the Chapter and membership. It is a reality that many potential clients seek for professionals to meet their needs on the Internet, and our Chapter site will greatly improve the visibility and accessibility of our membership to potential, and existing, clients. The final wording and details are being worked out, and it is expected that the web site–SanDiegoAppraiser.org will be up by the end of January 2004.

If you are involved in a special event or interesting assignment, please let us know about it.
We want to keep our ASA Newsletter fresh, interesting and informative, so give me your stories.
Contact Georgie at 619-563-9000
 
2004 Edition of USPAP

The 2004 edition of the Uniform Standards of Professional Appraisal Practice is now available for review, copying, pasting, etc. at The Appraisal Foundation web site:

http://www.appraisalfoundation.org/html/USPAP2004/toc.htm

Here's a great chance to load it into a Word file for future reference. Please let everyone in your office know. Many people haven't reviewed its changes yet, so be sure to have them look it over.
 

About the ASA San Diego Chapter

For details about the ASA San Diego Chapter, contact information for Chapter Officers or to locate/contact an ASA designated appraiser to meet your needs, please visit our web site at SanDiegoAppraiser.org or
call our toll-free number, 1-877-998-VALU (8258).

Chapter Governing Board

President
Paul Golubovs, ASA 858-578-5540
858-578-5548 (fax)
1st Vice President
Peter J. Butler, ASA
858-484-2497  
2nd Vice President
Kim Ufford, AM 619-238-1077
619-696-8614 (fax)
Secretary
Winslow Garnier, Candidate 858-748-2468
858-679-7183 (fax)
Treasurer
Pamela Bensoussan, ASA 619-420-7782
619-420-7788 (fax)
Immediate Past President
Randall H. Blaesi, ASA 619-804-0434
619-476-0222 (fax)
Governor, Region 9
Lee Ackermann, ASA
626-301-9277  
District Deputy Director,
Region 9
Georgie M. Stillman, ASA 619-563-9000
619-429-0737 (fax)
 

About this Newsletter

This newsletter is published monthly via email as a service to the ASA Members and the community it serves. If you would like to receive this publication, please contact Georgie Stillman - 619-563-9000.
Newsletter Editor - Georgie Stillman, ASA Newsletter Published by G-Force Services

If you came to this newsletter through our web site,
 

© Copyright 2004 - G-Force Services for San Diego ASA Chapter #84