RealAdvice Welcomes Kevin Herzberg as New CFO
RealAdvice, an innovative commercial real estate tax and transaction advisory services company, is excited to announce the appointment of Kevin Herzberg as its new Chief Financial Officer (CFO). This strategic move follows a comprehensive search for a leader who brings extensive experience in tax and financial regulation. With over 35 years of expertise in national tax legislation, Herzberg is poised to assess and enhance financial controls while ensuring thorough regulatory compliance.
Bringing Expertise in Tax Strategy
Kevin Herzberg is regarded as a formidable expert in state taxation, having established significant SALT (State and Local Tax) practices in leading firms across the country. His qualifications as a CPA, CGMA, and holder of an MBA in finance and accounting reinforces his capability to deliver invaluable insights into state and local tax strategies for RealAdvice clients.
Transforming Client Relations
According to Todd Jones, CEO of RealAdvice, "Kevin is one of the most respected CPAs in the industry. His deep understanding of financial governance, complex tax codes, and growth strategies will be crucial as we continue to transform the landscape of commercial real estate taxation." This commitment to redefining tax assessment methods aims to optimize not only compliance but also the profitability of clients’ transactions.
Innovative Solutions for Real Estate Taxation
RealAdvice’s state-of-the-art cloud-based analytical platform ensures that all transactions related to large commercial real estate properties are tax-efficient and adhere to the legal frameworks surrounding property values. The company has successfully assisted clients in saving over $793 million in property taxes within the first year, showcasing their dedication to financial efficiency and enhanced client services.
Strengthening Industry Influence
Herzberg’s appointment solidifies RealAdvice’s growing reputation in the industry. The firm currently maintains strong relationships with clients, including 76% of the leading National Multifamily Housing Council (NMHC) members, and spans visibility across 39 states. Kevin’s innovative mindset coupled with his strategic insights is expected to bring added value to both clients and the firm.
Kevin Herzberg's Vision for RealAdvice
Expressing his excitement, Kevin Herzberg said, "I am eager to leverage my expertise in indirect taxation to bring innovative strategies to RealAdvice and the valued clients we serve. It’s a privilege to contribute to the company’s vision of redefining commercial real estate taxation." His illustrious career trajectory includes pivotal roles as National Indirect Tax Leader and key positions at major accounting firms, highlighting his reputation as a thought leader in taxation.
Ongoing Contributions to the Field
Keen to contribute to the development of commercial tax frameworks, Herzberg frequently engages with industry professionals at important conferences such as the Florida Bar Conference and the MEGA Conference in Orlando. His articles appear regularly in leading tax publications, indicating his deep commitment to driving innovation within the sector.
About RealAdvice
RealAdvice is a technology-driven commercial real estate tax advisory firm dedicated to revolutionizing the financial dynamics of property transactions for both buyers and sellers. By assisting clients in restructuring transactions, RealAdvice helps in lowering property and transfer taxes, thus increasing transaction success rates. With a record of optimizing $90 billion in transactions, the firm is reshaping the standard in valuation accuracy and defensibility. For more information, please visit RealAdvice's website.
Frequently Asked Questions
Who is Kevin Herzberg?
Kevin Herzberg is the newly appointed Chief Financial Officer of RealAdvice, with over 35 years of expertise in state and local taxation.
What is RealAdvice?
RealAdvice is an innovative advisory firm specializing in commercial real estate taxation and transaction services.
What will Kevin Herzberg contribute to RealAdvice?
He will leverage his extensive tax expertise to enhance financial controls and optimize the firm's approach to real estate taxation.
How much have RealAdvice clients saved in taxes?
The company has helped clients save over $793 million in property taxes to date.
What is the focus of RealAdvice's services?
RealAdvice focuses on restructuring transactions to lower taxes while ensuring compliance with laws and regulations.
