• IRS Estate Tax: Estates worth over $250,000 involving taxes owed on jewelry.
• IRS Gift Tax: Determining charitable donation deductions.
• Charitable Donations: Valuations of charitable gifts given to Organizations, or associations, in lieu of cash.
• Heir Distribution & Estate Inventory: Valuation of jewelry for equitable distribution & inventory.
• Divorce: Value of existing jewelry in a couple's estate.
• Liquidation: Established forced & orderly liquidation values for various purposes.
• Collateral: Pre-loan valuation to justify loan limitations.

• Barter: Valuation of jewelry items traded in a transaction:
• Gem Identification: Determination of gemstone quality.
• Jewelry estate planning: Assisting in the equitable distribution to heirs of family jewelry before, or after death.
• Jewelry Liquidation option: Finding the most lucrative way to produce the most for the dollar, either by private sale, memo, or direct purchase.

Insurance:

• Insurance Coverage: Valuation required for personal article floaters.
• Insurance Fraud: Confirmation of appraised value for lost/stolen or damaged goods.
• Full Appraisal Review: Examining the appraisal in is approved condition, and making the necessary changes that is needed to settle an estate or to provide the correct wording that is necessary for underwriting purposes.
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•  ISA Specialty appraisers: All these appraisers specialize in all different areas of interest, all of which are highly qualified to provide accurate information that is needed to settle an Estate.