Knowledge Center

Monday, May 04, 2015

Planning for Art Investments: Taxation, Valuation, Estate Planning, and Charitable Giving

By Richard M. Horwood

Published by the Civic Research Institute (2015)

This book was written for those whose interest in art and collecting has become a serious and important part of their lives. Inevitably, the serious collector will need to understand how art functions as an investment - advice that many legal and financial advisors may not be able to provide.

This concise yet complete and richly insightful guide explains everything serious collectors and their legal and financial advisors need to know about investing in art. Written by a nationally recognized attorney and art investment authority, Planning for Art Investments guides the reader through the complexities of acquisition, authentications, valuation, and disposition - all with an eye on effective tax and estate planning combined with the investment acumen necessary to build an enduring legacy.

Topics covered in the book include:

  • Authentication and provenance
  • Collection management
  • Gifts to families and foundations
  • Donating fractional interests
  • Working with dealers, auctions and museums
  • Loan agreements and gift acceptances
  • Tax-efficient dispersal

Richard M. Horwood is a partner in the Trusts and Estates Group of Horwood Marcus & Berk Chartered. As a collector's counsel, he assists in enhancing the value of a collection by positioning exhibitions and cataloguing as well as working with dealers, auction houses, family foundations, and museums. Selected by Worth Magazine as one of the "nation's Top 100 Attorneys," Richard guides collectors and their advisors through the essential market, legal, and tax planning aspects of investing in art.

For more information about the book and to purchase it, please visit the Civic Research Institute website.

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