Avoiding Numismatic Nightmares: Estate and Tax Strategies When It's Time to Sell or Bequeath Your Collection
September 14, 12pm MT
This presentation addresses financial and family implications, as well as potential strategies, in transitioning away from acquiring coins, and towards their eventual distribution, in a wise and tax-efficient manner.
Jeff Pritchard, lifelong numismatist and retired Financial Planner, spent over 35 years advising individuals, couples and families on investment, estate, legacy, and philanthropic matters. He has authored numerous articles and books on personal finance, his most recent book being, “529 College Savings Plans for Grandparents – Creating an Educational Legacy.” Though currently retired, Pritchard serves on the Board and oversees finances for Malaria Partners International, a malaria elimination organization affiliated with Rotary, for which he has made numerous trips to Africa. Pritchard is a member of the American Numismatic Society, Liberty Seated Collectors Club, and the Pacific Coast Numismatic Society.