TERRY D. O'NEAL, A.S.A. (Accredited Senior Appraiser), Tested in Residential Contents - American Society of Appraisers - since 1998, #40129
T&T Estate Services, LLC - Owner; Full-time Appraiser: Tangible Personal Property – Residential Contents; Provide Personal Property Appraisals for IRS / Probate / Estate Distribution; Insurance Replacement Valuation; Donation; Property Seizures
ASA Phoenix Chapter; Current Member
Specializes in personal property appraisals for estate tax filings and estate distribution; Research and provide valuation information for high value personal property; Photo inventories for Asset Management
George Washington University - 1998:
Course study for the Appraisal Practice of the American Society of Appraisers:
Introduction to Personal Property Valuation
Personal Property Valuation Methodology – Research and Analysis
Personal Property Valuation – Report Writing
Personal Property Valuation – Appraisal Practice and Standards
Uniform Standards of Professional Appraisal Practice (USPAP) – current
Ethics Examination - Current
Connoisseurship Courses - 1999:
- A Survey of Decorative Arts
- Conservation
- Antique Furniture Restoration at the Smithsonian Institute, Washington, DC
ASA Continuing Education Classes and Seminars (most recent first):
◦ USPAP 2020-2021 (extended to December 31, 2023): Uniform Standards of Professional Appraisal Practice Updates, August 24, 2022
◦ I.S.A. Assets at Home Webinar Series; August 12, 2022
◦ I.S.A. Annual Conference: “Assets 2022”, Webinar; March 26-27, 2022
◦ International Society of Appraisers; Assets 2021 Conference; March 19, 2021
◦ Webinar: “Wine Assessment & Appraisal Practice”, with Neil Kaplan, May 13, 2020
◦ Webinar: “Appraising in the New Normal; Today and Tomorrow”, April 18, 2020
◦ Navigating Personal Property Valuation COVID-19 Concerns, April 2, 2020
◦ Arizona Community Foundation Tax & Legal Seminar, November 2019
◦ USPAP Updates 2020-2021 Webinar, May 2019
◦ Arizona Community Foundation Tax & Legal Seminar, November 2018
◦ I.S.A. Annual Conference: “Assets 2017”, Chicago, IL – March 31 – April 2, 2017
◦ PP421 – Understanding Antique Furniture Today, Huntington Library, San Marino, CA – February 24-25, 2017
◦ Course work on French Antiques, Huntington Library, San Marino, CA; February 2017
◦ Webinar: “Basic Furniture Construction from the 17th to the 21st Century” – February 20, 2017
◦ PP445 – Personal Property Appraisal Report Writing Update, Las Vegas, NV – Oct 16, 2015
◦ I.S.A. Annual Conference: “Assets 2015”, Philadelphia, PA – March 19-23, 2015
◦ Seminar: Estates, Trusts & Estate Planning for the Personal Property Appraiser - “A New Look at Fair Market Value”, Arlington, VA – May 1-3, 2013
◦ American Society of Appraisers; Annual Conference, Phoenix, AZ– October 2012
◦ Seminar: Antiques and Decorative Art, New Orleans, LA – May 17-19, 2012
◦ Personal Property Report Writing: The Update Course, New Orleans, LA – May 15, 2012
◦ Webinar: “To Give and To Receive: A Handbook on Gift and Donations for Museums and Donors” – January 19, 2012
◦ Webinar: “Introduction to Appraising Indian Fine Art” – July 21, 2011
◦ Appraisal Report Writing, Manhattan Beach, CA – June 19-22, 2008
◦ Advanced Seminar: “A Day with the I.R.S.”, Washington, D.C. – April 27, 2007
Additional Course Work:
◦ Chapel Hill, North Carolina – July 2005:
- Seminar course work: Whitehall At the Villa, Chapel Hill, North Carolina.
- Titled “Furniture – Sorting Out the Fakes.” Critical evaluation of the authenticity of styles and forms of English, Continental and American furniture, 1760 to 1890.
◦ Paris, France – March 2003: Hands-on exhibit/tour – Muse’e du Louvre; Muse’e de Rodin; Ecole de Nancy (Art Nouveau)
◦ Seminar, March 2003: 20th Century Southwest Native American Arts for the Generalist Appraiser, ISA (International Society of Appraisers) sponsored, Costa Mesa, California
◦ International ASA Conference – August 2002:
Seminars: Wood Identification; California Pottery; Eames Furniture; Professional Expert Witness