Independent Appraiser

  • The IRS requires taxpayers claiming tax-deductible donations (cash or non-cash) to submit supplementary paperwork & forms should the donated value be greater than $250. An appraisal report provided by a qualified appraiser is recommended for all donors & is required for donation values exceeding $5000.

  • During divorce & estate proceedings the involved parties may require an unbiased account of personal property to ensure the equitable distribution of assets.

  • Estate appraisals can serve multiple purposes including estate planning, equitable distribution for beneficiaries, & filing for Federal & State estate tax. As all taxable estates must submit an appraisal along side tax documents it is imperative that the appraisal & appraiser comply with requirements set by the IRS.

  • Record keeping of valuable possessions is crucial for individuals concerned about protecting their assets. Insurance appraisals provide policyholders with documentation of personal property & its value. An insurance appraisal report is a very useful tool to provide details & verification to insurance companies for both premium adjustments & reimbursement claims.

  • A liquidation appraisal can be written or verbal, & provides a value for which a seller could expect to achieve should they need to liquidate assets in a short time frame.

jewelry consultant

  • Paperwork relevant to a valuable jewelry collection such as original receipts, auction catalogues, & photographs are crucial to retain for your records in the event your insurance company, the IRS, a lawyer, or an estate planner requests them. Archival services include organizing these documents, digitizing them, & proper storage solutions.

  • It can be intimidating to approach avenues of buying & selling jewelry without experience. When planning a large expenditure, you can be reassured with an unbiased opinion from an appraiser. Similarly, navigating the sale of jewelry can be tricky when you don’t know where to start. With connections to outlets such as auction houses & jewelry buyers, KDM Gem will advocate on your behalf for the best & highest result(s).

  • Organizing, inventorying, cataloguing, & storing are the keys to maintaining a jewelry collection. Establishing effective methods to ensure the protection & preservation of your items will help maintain their overall quality, condition, & value as an asset.

  • Securely transporting high value packages is a valid concern for clients that are shipping jewelry. Fortunately, high security transport services are readily available & often have a vault or safe at their local branch. With vast experience in shipping & receiving, KDM Gem is happy to make arrangements on your behalf.

as a graduate gemologist, an accredited member of appraisers association of america, & uspap compliant through september 2025 i meet the requirements set by the IRS to be considered a qualified appraiser