Category Archives: Personal Property

January Breakfast Meeting: Historical Documents & Manuscripts

The January Breakfast Meeting will be held on Wednesday, January 16, 20189 8:00 am at the Doubletree Guest Suites in Plymouth Meeting, PA. The guest speaker will be Nathan Raab, President of the Raab Collection, a historical autograph dealer in suburban Philadelphia. Mr. Raab will talk about “Historical Documents & Manuscripts.”

Nathan Raab, who was educated at the University of Pennsylvania, is a dealer in important historical autographs, a historical consultant, a Forbes Contributor since 2011, and serves on the Board of Councilors of the Historical Society of Pennsylvania. He is a co-author of In the Presence of History and a frequent guest on broadcast, print and online outlets including CNN, NBC, CBS, Fox, People, Huffington Post, and the Daily Mail.

Mr. Raab has advised the relatives of famous historical figures (such as Dwight Eisenhower, Thomas Jefferson, and Ronald Reagan), as well as lifelong collectors and their families, as they sell their treasures. He has also advised national institutions, such as the Smithsonian, the National Constitution Center, the Abraham Lincoln Presidential Museum and Library, and the National Museum of American Jewish History, among others.

Nathan Raab is a knowledgeable, authoritative and engaging commentator on American historical documents whose talk is sure to be lively and informative.

ASA Philadelphia Members: Free
This educational and informative Breakfast Meeting is FREE for ASA Philadelphia Members but requires Registration. Please register early for this Meeting which qualifies for 2 hours credit toward ASA re-accreditation.

Guests: $25
The Breakfast Meeting is $25 for Guests. Family members, colleagues, and associates are welcome! To Pay online with your major credit card or PayPal go to the ASA Philadelphia Members Only Page, otherwise please make checks payable to ASA Philadelphia Chapter 35.

Please Register or Pay by January 11. Send checks to Anita R. Luciani, Chapter Administrator, by mail to ASA Philadelphia, 1229 Chestnut St PMB 232, Philadelphia, PA 19107-4140.

November Meeting: The Medical Marijuana Industry in Pennsylvania

The November Chapter Meeting will be held on Wednesday, November 14, 2018 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting starts at 6:30. The guest speaker will be Dr. Jonathan Gusdorff, DO, Medical Director and Managing Partner of the Firefly Dispensaries in south central Pennsylvania. Dr. Gusdorff will discuss “The Medical Marijuana Industry in Pennsylvania.”

Dr. Gusdorff is the rare physician who succeeds both in medicine and in business. After a decade as a practicing neuroradiologist, clinic Director, and Associate Professor at Oklahoma State University Medical Center, he co-founded CareSTAT Urgent Care Centers, which he sold successfully after three years. Today, Dr. Gusdorff is growing Firefly Dispensaries, which serves patients in the Pennsylvania medical marijuana program.

Dr. Gusdorff followed up his B.A. in Psychology from Hofstra University with post-baccalaureate pre-med studies at Columbia University in New York. He earned his DO at the Philadelphia College of Osteopathic Medicine, where he also served an Internship. After a Residency in Diagnostic Radiology at the Bryn Mawr Hospital and a Fellowship in Neuroradiology at the Emory University School of Medicine, Dr. Gusdorff worked in Neuroradiology for a decade before co-founding CareSTAT Urgent Care Centers.

Dr. Gusdorff will talk about the market for medical marijuana — who can benefit from using it — about the business model and the regulatory environment, and whether the growing market for medical marijuana will provide a steppingstone to recreational legalization. Dr. Gusdorff’s presentation is sure to be of interest to ASA members in all disciplines. As seating for this talk is limited, please register early for this educational evening which qualifies for 2 hours credit toward ASA reaccreditation.

Dinner is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page. Otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Friday, November 9, to Executive Secretary Anita Luciani by mail to ASA Philadelphia, 1229 Chestnut St PMB 232, Philadelphia, PA 19107-4140 or by email.

May Meeting: An Evening at the Rosenbach Museum

The May Chapter Meeting will be held on Tuesday, May 15, 2018 at the Rosenbach Museum and Library at 2008-2010 Delancey Place, Philadelphia, PA 19103 (215-732-1600; map). The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting from 6:30-8:30 pm will include a buffet dinner and private tour of the Rosenbach townhouses, including the current exhibition, Of Two Minds: Creative Couples in Art and History.

The Rosenbach Brothers
Located in two immaculately maintained 19th century townhouses minutes from Rittenhouse Square, the Rosenbach Museum was established by the testamentary gift of Dr. A.S.W. Rosenbach and his brother and business partner, Philip Rosenbach — bachelors who lived at 2010 Delancey. The brothers were probably the most famous dealers of rare books, manuscripts, and decorative arts of the early 20th century.

Rosenbach Interior

The Brothers’ Legacy
The Museum contains the brothers’ original libraries and residential areas as well as their collections of rare books, manuscripts, furniture, silver, paintings, prints, drawings, and sculpture. Among the treasures are James Joyce’s manuscript of Ulysses and the earliest known letter by George Washington. And manuscripts, notes, photos, and drawings from other luminaries including Lewis Carroll, Cervantes, Thomas Jefferson, Charles Dickens, Joseph Conrad, and Dylan Thomas.

Other Collections Rosenbach Library Two other collections deserve special mention. Maurice Sendak, the famed

author and illustrator of Where the Wild Things Are and many other books, had a close, personal relationship with the Rosenbach and donated his rare book collection, including books by Herman Melville, Beatrix Potter, and William Blake.

The Rosenbach also owns almost all of the manuscripts and papers of Modernist poet Marianne Moore, as well as her personal library, thousands of photographs, and the contents of her Greenwich Village living room — which is permanently installed on the third ﬂoor of the historic Rosenbach house.

Register
Space is limited, so please register early for this intriguing educational evening, which will include heavy hors d’oeuvres, wine and b

Sendak at Rosenbach

eer. You’ll want to bring a guest

to this special event, which qualifies for 2 hours credit toward ASA reaccreditation.

Payment
The cost, including the private tour and buffet dinner, is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page. Otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Thursday, May 10, to Chapter President Sheila Gorman by mail to 10 Presidential Blvd, Bala Cynwyd PA 19004, email, or phone (484-270-1240).

April Meeting: Michael Jackson Estate Valuation

The April Chapter Meeting, rescheduled from March because of weather, will be held on Wednesday, April 18, 2018 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting starts at 6:30. The guest speaker will be Jay E. Fishman, FASA, Managing Director and founder of Financial Research Associates, who will discuss the intriguing “Michael Jackson Estate Valuation.”

JayEFishman Awards & Appointments
Jay Fishman took his Bachelor’s and Master’s degrees at Temple, an M.B.A. from LaSalle, and soon after founded Financial Research Associates, where he specializes in the valuations of business enterprises and their intangible assets. His awards — among them our Chapter’s Sinclair Award, and the Appraisal Foundation’s Chairman’s Public Service Award — and his leadership roles, including Editor of ASA’s Business Valuation Review and Chair of it’s Government Relations Committee, membership on the Appraisal Foundations Appraisal Standards and Appraisal Practice Boards, to mention a few, are the tip of an iceberg of a lifetime of accomplishment and service.

Articles, Books & Courses
Jay is a prolific author, having written, often in collaboration, more than two dozen articles, many chapters, and half a dozen books, the most recent being The Business Valuation Bench Book with William Morrison (2017) and A Consensus View Q&A Guide to Financial Valuation with James Hitchner and Shannon Pratt (2016). Much in demand as a speaker and panelist, he has talked about business valuation from coast to coast and around the world, including in Indonesia, Spain, Hungary and most recently in Italy. Jay has also developed and taught courses on business valuation for the IRS, the AICPA, the Hong Kong Society of Accountants, and on behalf of the World Bank in St. Petersburg, Russia. He also taught courses in Moscow, Russia, and for the Slovenian Institute of Auditors in Ljubljana, Slovenia.

Expert Witness Testimony
Mr. Fishman has been court-appointed to value closely held enterprises in Pennsylvania, New Jersey and other states, and has qualified as an expert witness and provided testimony in Federal District Court, United States Tax Court and in more than a dozen state courts.

It was an expert witness called by the estate that Mr. Fishman came to testify last February in the case of the Estate of Michael J. Jackson et al. v. Commissioner of Internal Revenue in U.S. Tax Court in Los Angeles. It was there that he famously said “I call it like being in a nuclear winter.”

ASA Credit
Jay’s talk about evaluating the publicity rights in the Michael Jackson case is sure to be interesting and informative. As seating for this talk is limited, please register early for this educational and productive evening which qualifies for 2 hours credit toward ASA reaccreditation.

Payment
Dinner is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page. Otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Friday, April 12, to Chapter President Sheila Gorman by mail to 10 Presidential Blvd, Bala Cynwyd PA 19004, email, or phone (484-270-1240).

May Meeting: Sports Cars & Cocktails at the Simeone Auto Museum

The May Chapter Meeting will be held on Tuesday, May 16, 2017 at the Simeone Foundation Automotive Museum at 6825 Norwitch Drive, Philadelphia PA 19153 (215-365-7233). The Board of Directors will meet at 5:30 pm. The general meeting beginning at 6:30 pm will feature retired neurosurgeon Frederick Simeone, M.D., founder of the Simeone Museum.

Dr. Frederick Simeone says he started thinking about cars as historical artifacts after making house calls with his father, a general practitioner. “We would go to junkyards together and then read about what made each car we saw important." His point is that "cars are not always just hobby things. They are representative of certain times and places in history.”

Housed in a 100,000-square-foot former engine remanufacturing plant near the Philadelphia International Airport, the Simeone Foundation Automotive Museum includes sports cars from the first international road races of the 1900s to competitors from the 1970s. Named Museum of the Year in 2011 by the International Historic Motoring Awards, it displays its vehicles in dioramas, like those at a natural history museum, and on Demonstration Days, Simeone and his curators drive the cars on a three-acre lot behind the museum.

Simeone wants visitors to understand the historical meaning of each of the sixty-five autos. Each is an original, not a copy or replica. None have have had parts replaced. He sees the cars as works of art, all originals and representative of their eras. “Cars are emotional items and, I feel, really worth studying as history.”

Space is limited, so please register early for this entertaining and educational evening, which will include a cocktail reception with full bar and heavy appetizers, as described in the menu. You’ll want to bring a guest to this special event, which qualifies for 2 hours credit toward ASA reaccreditation.

The cost is $35 per person for members and guests and parking is free. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP and/or make payment by Thursday, May 11, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

May Meeting: Wine Tasting, Tapas and Art

The May Chapter Meeting will be held on Wednesday, May 18, 2016 at the Twenty-Two Gallery at 236 South 22nd Street in Philadelphia. The Board of Directors will meet at 5:30 pm. The general meeting beginning at 6:30 pm will feature a Spanish Wine Tasting and Tapas/Hors D ’Oeuvres hosted by Vinocity founder, Vicki Miller. The Gallery will be exhibiting the paintings and drawings of Philly activist/artist Caryn Kunkle.

vickimiller Vicki Miller left the prestigious law firm of Morgan Lewis & Bockius LLP, where she was a partner, to launch Vinocity and a new career hosting wine events that combine “Wine education and tasting in a lively interactive experience.” An engaging host and speaker, Vicki weaves the facts, figures and science of winemaking into stories about wine history and culture that she connects to the wines sampled during Vinocity events.

The Spanish Wine Tasting at Twenty-Two Gallery will include four Spanish wines, a Cava, a Albariño, a Spanish rosé and a Rioja Reserva, starting with glass of wine offered at the door, with the others during the course of the evening, whilst sampling Tapas and a variety of heavy hors d’oeuvres..

Spanish Tapas Platter, including Manchego cheese, Serrano ham, cured olives, marinated artichokes and pequillo peppers, with flat breads and crusty rolls.
Pistachio-crusted chicken with pomegranate dipping sauce.
Mini crab cakes.
Lobster Mac and cheese bites.
Hand-carved filet of beef with goat cheese on a potato cake.
Mini Kobe burgers on sesame seed buns OR mini Beef Wellingtons in pastry.
Goat cheese and Kalamata olive tarts OR mini quiche.
Fresh vegetable platter with dips.
Dessert items.

Space is limited, so please register early for this delicious, entertaining and educational evening, which will include a discussion about investing in wine, and which qualifies for 2 hours credit toward ASA reaccreditation. You’ll want to bring a guest to this special event!

The cost, including the wine tasting and Tapas/Hors D’Oeuvres is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP and/or make payment by Thursday, May 12, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

May Meeting: Art, Cocktails & CE Credit at the Barnes

The May Chapter Meeting will be held on Wednesday, May 20, 2015 at the Barnes Foundation at 2025 Benjamin Franklin Parkway (at 20^th St) in Philadelphia. The Board of Directors will meet at 5:30 pm. All ASA members are welcome. The general meeting will begin at 6:30 with a cocktail hour featuring hors d’oeuvres and an open bar. A guest speaker will provide a Curator’s Talk about the rare and unique items from the Collection. The Chapter will have access to the Collection until the museum closes at 9:00 pm.

barnesfoundation The Barnes Foundation was established by Albert C. Barnes in 1922 to promote the advancement of education and the appreciation of the fine arts and horticulture. The Barnes holds one of the finest collections of Post-Impressionist and early Modern paintings, with extensive works by Pierre-Auguste Renoir, Paul Cézanne, Henri Matisse, Pablo Picasso, Henri Rousseau, Amedeo Modigliani, Chaim Soutine and Giorgio de Chirico, as well as American masters Charles Demuth, William Glackens, Horace Pippin and Maurice Prendergast, Old Master paintings, important examples of African sculpture and Native American ceramics, jewelry and textiles, American paintings and decorative arts and antiquities from the Mediterranean region and Asia.

Space is limited, so please register early for this entertaining and educational evening which qualifies for 2 hours credit toward ASA reaccreditation. Hurry, Registration ends Monday May 11, 2015. Do bring a guest to this special event!

The cost, including the cocktail hour and admission to the Collection, is $50 per person for members and guests, $28.00 if you have the 5-meal plan. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP and/or make payment by Thursday, May 14, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

Parking and public transportation.
Get more information on parking and public transportation on the Barnes Foundation’s Getting Here page.

15-Hr. Personal Property USPAP Course

The Philadelphia Chapter of the American Society of Appraisers will sponsor a 15-hour, 3-day, Personal Property USPAP Course on consecutive Thursdays, September 11, September 25, and October 2, 2014 from 8:30 am to 2:30 pm each day. The course will be held in the offices of DeLage Landen Financial Services, 1111 Old Eagle School Road, Wayne, PA 19087 (Phone: 610-386-5000; map). The instructor will be Robert J. Luciani, ASA.

USPAP2014 2015 This 15-Hour USPAP Course presents an overview of the USPAP 2014-2015 regulations and guidelines, and fulfills the requirements of appraisal societies for designation, and for USPAP continuing education. The course focuses on the USPAP requirements for ethical behavior and competent performance. The course material emphasizes the role of the appraiser, and includes discussion examples relating USPAP to everyday practice.

Seating is limited, so please register early for the course, which meets the USPAP requirements for re-accreditation and continuing education for most ASA appraisers. The cost of the 3-day course is $265 per person and includes all course materials

To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail to Executive Secretary Joanne Paciello, 8 Terrace Rd, Plymouth Meeting, PA 19462. RSVP by email, phone (610-277-1366) or fax (610-277-1366).

15-Hr. Personal Property USPAP Course

The Philadelphia Chapter of the American Society of Appraisers will sponsor a 15-hour, 3-day, Personal Property USPAP Course on consecutive Wednesdays, May 14, May 21 and May 28, 2014 from 9:00 am to 3:00 pm each day. The course will be held in the offices of DeLage Landen Financial Services, 1111 Old Eagle School Road, Wayne, PA 19087 (Phone: 610-386-5000; map). The instructor will be Robert J. Luciani, ASA.