New York Gift Tax Appraisers

5.0from 80+ client reviews

New York gift tax appraisers offering certified appraisals of personal property, equipment and machinery, fine art, business interests, boats and watercraft, and automobiles and vehicles for gift tax filings (Form 709). AppraiseItNow provides credentialed, USPAP-compliant gift tax appraisals across New York, including New York City, Buffalo, and Albany.

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DEFENSIBLE, USPAP-COMPLIANT APPRAISAL REPORTS — QUALIFIED FOR THE IRS, NEW YORK PROBATE COURTS, AND ESTATE ATTORNEYS.

  • IRS
  • New York Courts
  • Chase
  • M&T Bank
  • State Farm
  • Goodwill Industries
  • Bank of America

Credentialed Appraisers Serving New York

Between them, our appraisers hold ISA, CAGA, ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, New York probate courts, and estate attorneys.

Joe Kattan

Joe Kattan

Owner & CEO

Joe founded AppraiseItNow to make a certified, USPAP-compliant appraisal as simple to order as anything else online. A former Bain & Company strategy consultant, Joe leads the entire team and specializes in strategy, growth, and the firm's tech capabilities.

Anne Hay

Anne Hay

Personal Property Appraiser

ISA Accredited Member with 30 years in the trade, from running estate sales and an auction gallery to appraising luxury apparel, furniture, artwork, antiques, and business assets, primarily for IRS tax filings.

Jason Dolph

Jason Dolph

Machinery & Equipment Appraiser

Third-generation auctioneer and CAGA Certified Appraiser with more than 20 years valuing machinery, equipment, vehicles, business assets, and estates for banks, attorneys, and trustees across the Carolinas.

Ashley Innes

Ashley Innes

Personal Property Appraiser

ISA Accredited Member specializing in Asian art, with a Master's from SOAS and a Postgraduate Diploma in Asian Art. Ashley chairs the ISA's Antiques, Furnishings, and Decorative Arts committee and appraises for charitable donation, insurance, and equitable distribution.

Marnie Erkelens

Marnie Erkelens

Vehicle Appraiser

CAGA Certified Appraiser since 2014, covering vehicles, boats, equipment, fine art, and collectibles. A classic-car restoration background informs her vehicle work, with reports prepared for insurance, divorce, and charitable contributions.

Justin Ramirez

Justin Ramirez

Business Valuation Expert & Appraiser

ASA, ABV, and CFA charterholder. Since 2016 Justin has valued businesses for estate and gift tax, purchase price allocations, fairness opinions, lending, and buy-sell agreements, across manufacturing, services, retail, and pre-revenue biotech.

Raymond Ghelardi

Raymond Ghelardi

Business Valuation Expert & Appraiser

Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.

Aron Blue

Aron Blue

Client Success Manager

Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.

  • USPAPWritten to the Uniform Standards of Professional Appraisal Practice
  • Fair market valueThe IRS definition of value that Form 706, probate courts, and gift tax filings apply
  • International Society of AppraisersAccredited Member
  • Certified Appraisers Guild of AmericaCertified Appraiser
  • American Society of AppraisersAccredited Senior Appraiser
  • AICPAAccredited in Business Valuation
  • CFA InstituteChartered Financial Analyst
  • The Appraisal FoundationAuthorized by Congress as the source of appraisal standards

About Gift Tax Appraisals in New York

AppraiseItNow provides gift tax appraisal services for individuals, families, and businesses throughout New York, delivering qualified valuations for non-cash gifts that exceed the 2025 federal annual exclusion of $19,000 per recipient. When gifts involve closely held business interests, fine art, collectibles, or other non-publicly traded assets, a defensible appraisal is essential for accurate IRS Form 709 reporting and adequate disclosure. New York's unique estate tax cliff, where estates exceeding 105% of the state exclusion become fully taxable, makes careful gift planning and proper valuation even more critical for high-net-worth residents.

AppraiseItNow offers both remote and onsite appraisal options, making it easy to get started regardless of where you are located. Our appraisers in New York serve clients across New York City, Long Island, Buffalo, Rochester, Albany, and every community statewide.

What Does AppraiseItNow Appraise for Gift Tax in New York?

We cover all major asset classes commonly transferred as gifts in New York, including:

  • Personal Property, including jewelry, antiques, furniture, coins, collectibles, and household goods
  • Equipment & Machinery, including medical equipment, restaurant equipment, manufacturing machinery, and technology assets
  • Fine Art, including paintings, prints, sculpture, photography, and mixed media
  • Business Interests, including LLCs, S-corps, partnerships, fractional interests, and privately held stock
  • Boats & Watercraft, including sailboats, powerboats, yachts, jet skis, and personal watercraft
  • Automobiles & Vehicles, including cars, trucks, motorcycles, RVs, trailers, and classic vehicles

Who Does AppraiseItNow Serve in New York for Gift Tax?

We serve high-net-worth individuals, families engaged in estate planning, trust administrators, and business owners across New York who need qualified appraisals to support IRS Form 709 filings and protect against valuation challenges on transferred assets.

What New York clients say we are known for

New York Appraisal Reviews: “I will forever be in your debt” and “They were wonderful to work with”

  1. Answering fast, and staying reachable while the work runs“They were responsive and timely from start to finish” Julia P.Mentioned in 5 reviews
  2. Delivering the finished report ahead of the deadlineMentioned in 3 reviews
  3. Being the appraiser they come back to“I highly recommend their services” Bruce A.Mentioned in 3 reviews
  4. Following the regulatory guidelines the IRS and the courts requireMentioned in 2 reviews

Across 9 published New York appraisal reviews, every one from a client who paid AppraiseItNow for an appraisal, the three things they raise most often are how quickly we answer, how fast the finished report arrived, and that they would hire us again.

  • I recently used AppraiseItNow for a valuation of a 2001 Corvette needed for 2024 Gift Tax purposes. It was straightforward and relatively simple even for someone not too tech savvy like me!
    Gary L. ·

    Car Appraisal for Gift Tax

  • I was in dire need of an appraisal for my father's mobile home, which he needed for Medicaid approval. I couldn’t find anyone to do it for a long time, but then I found this company online and decided to give them a try. I’m so glad I did. They were wonderful to work with. I sent the pictures, and within just a few days I received the appraisal. They are absolutely worth the money.
    Kevin N. , Wellsburg, NY ·

    Mobile Home Appraisal

  • My mother passed away in August 2023 and unfortunately, in the state of Ohio, motorhomes are not transferable on death and was going to have to go through probate court. After speaking with an attorney, I was informed I needed an appraisal. Due to my hectic work schedule and family schedule, I was looking for someone who could do this online, without needing an appointment. After a quick Google search I came across Joe at AppraiseItNow Inc., and instantly felt relief. A quick inquiry led to a few emails back and forth, a very reasonable cost to have the motorhome appraised and all the information needed to submit to get this taken care of. Joe was patient, worked with me as it was going to take a few weeks before I was able to supply the needed images/documents and payment, and less than a week later of submitting it I received the appraisal. His communication is next to none! He responds very quickly, is kind and extremely helpful. If I need anything in the future, I will not hesitate to reach out again! Thank you again! I will forever be in your debt!
    Brandy F. ·

    Recreational Vehicle Appraisal for Probate

  • I highly recommend the AppraiseItNow team. They were responsive and timely from start to finish, and the whole process was seamless. The final report was super detailed and gave me all the information I needed. I am so glad I hired them and would recommend them to anyone needing an appraisal!
    Julia P. ·

    Technology Equipment Appraisal for Divorce

  • The estate appraisal for our car and rugs was handled quickly and efficiently. The process was smooth and hassle-free.
    Kendall K. ·

    Personal Property Appraisal for Estate Tax

  • It is a pleasure to work with Joe and his team. They communicate every step along the way and made the process simple for us to have more than 35 firearms appraised. It was all done in a timely manner and the final report is easy to understand. I highly recommend their services.
    Bruce A. ·

    Gun Appraisal for Probate

Frequently Asked Questions on New York Gift Tax Appraisers

Does New York still impose a gift tax?

No. New York repealed its gift tax for gifts made on or after January 1, 2000, so lifetime gifts of vehicles, art, jewelry, or business interests trigger no New York gift tax return. Valuations support the federal Form 709 filing instead.

What is New York's three-year gift add-back?

Gifts made within three years of death are pulled back into the New York taxable estate under Tax Law 954(a)(3). Exceptions include gifts made while the decedent was a nonresident, gifts before April 1, 2014, gifts between January 1 and January 15, 2019, and real or tangible property located outside New York when given, per the New York Department of Taxation and Finance.

How are clawed-back gifts of personal property valued?

At fair market value as of the date of the gift, following federal gift tax principles, while the rest of the estate is valued at death or the federal alternate valuation date. A well-documented appraisal at the time of the gift fixes that number before markets move.

When does an added-back gift actually create New York estate tax?

Only when the New York taxable estate, including the add-back, exceeds the basic exclusion amount: $7,160,000 for deaths in 2025 and $7,350,000 for deaths in 2026. Below the exclusion, the appraisal still matters for federal reporting but produces no New York tax.