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DTSTART:20260519T170000Z
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LOCATION:San Antonio Country Club
UID:2949520260519T170000ZMay 19, 2026 Luncheon at the San Antonio Country Club
DTSTAMP:20260429T024229Z
DESCRIPTION:\nRosemary Ringwald is a Managing Director and Wealth Strategies Advisor and the Head of Art Planning at Bank of America Private Bank. Based in Los Angeles, California, Rosemary works with high-net-worth clients to develop integrated financial strategies to pursue their unique objectives, overseeing the quality and timely delivery of planning and tax services. Rosemary also provides clients with in-depth guidance on art-related collecting, financing, and investing.\n \nPrior to joining Bank of America Private Bank (formerly U.S. Trust) in 2005, Rosemary spent more than 10 years in public and industry accounting, where she focused on financial, tax and investment planning.\n \nRosemary graduated cum laude with a B.A. in history from the University of California San Diego, and earned her J.D. at Southwestern University School of Law.\n \nA member of the California State Bar, Rosemary is a past president of the Los Angeles Estate Counselors Forum and has served as an Executive Vice President for The Leadership Council at The Music Center. She has also served as a guest lecturer for Sotheby’s Institute of Art and CENTRO University in Mexico City and was an adjunct faculty member for the Art Business program at Claremont Graduate University.\n \n"Introduction to Planning for Art and Collectibles"\n \nThis program provides advisors with the basic tools to understand and identify income, gift and estate tax issues to raise with clients who own art and collectibles.  This presentation differentiates such issues as they apply to collectors, investors, artists and art dealers.\n \nIt is an introduction to the four types of art owners and the tax consequences associated with the three options art owners have to dispose of their collection: sale, gift/bequest or donation.\n Prerequisites:  None Experience Level: Overview Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Pending CFP - 1 Hour Pending CPE - 1 Hour Pending CTFA - 1.25 Hours Pending \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm. \n \n \n
SUMMARY:May 19, 2026 Luncheon at the San Antonio Country Club - San Antonio Estate Planners Council 
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