RealAdvice Announces Appointment of Kevin Herzberg as Chief Financial Officer, Bringing National Expertise in State and Local Taxation

TAMPA, Fla., March 31, 2025 /PRNewswire/ -- RealAdvice, an innovative commercial real estate tax and transaction advisory services company, is pleased to announce the appointment of Kevin Herzberg as its new Chief Financial Officer (CFO). Bringing more than 35 years of national tax expertise, Herzberg will assess/improve processes about financial controls and regulatory compliance as part of an effort to scale business practices and enhance client services.

Herzberg is a nationally recognized state tax expert, having spearheaded SALT practices at some of the largest accounting firms in the U.S. Combined with his certifications as a CPA and CGMA, as well as an MBA in finance and accounting, Herzberg's national expertise will bring additional authority and experience to RealAdvice clients regarding business intangibles and state & local tax.

"Kevin is one of the most highly respected CPAs in the country," said Todd Jones, CEO, RealAdvice. "We are thrilled to have him. His deep understanding of financial controls, regulatory compliance and business expansion will be instrumental as we continue to redefine how commercial real estate taxes should be assessed and optimized."

RealAdvice's innovative cloud-based analytical platform ensures that buyers and sellers of large commercial real estate properties pay property and transfer taxes only on legally accurate and correct values—a transformative approach that drives economic growth and affordability in the real estate sector.  RealAdvice has helped clients save more than $793 million in first-year savings to date in undue property taxes, helping increase financial efficiency and optimize transactions.

Herzberg's arrival further cements RealAdvice's influence in the industry, strengthening the company's visibility across 39 states and enhancing its relationships with clients, including 76% of the top NMHC clients.

"My eye for innovation and deep expertise in indirect taxation will bring strategic insights to RealAdvice and the clients we serve," said Kevin Herzberg, CFO, RealAdvice. "I look forward to the challenge and opportunity."

With a career that began as a tax professional and evolved into a National Indirect Tax Leader role, Herzberg specializes in above-the-line tax strategies. He's held key leadership roles at the major accounting firms, including Deloitte Tax LLP, Arthur Anderson LLP, and most recently Grant Thornton LLP. A sought-after speaker and thought leader, Herzberg regularly presents at national industry conferences including the Florida Bar Conference, Tax Symposium's Florida Tax Update, and the MEGA Conference in Orlando. His published work appears frequently in various tax publications, including Tax Notes and involvement in the Florida FICPA Committee demonstrates his dedication to shaping the future of commercial real estate taxation. For a bio and background on RealAdvice, click HERE.  

About RealAdvice
A technology-based commercial real estate tax advisory firm that brings a novel approach to transforming the profitability of deals for both Buyers and Sellers. We help clients restructure transactions to lower property and transfer taxes, close Buyer-Seller gaps, and increase deal success. Our proven approach has optimized $90 billion in transactions while simultaneously setting new standards in valuation accuracy and defensibility. Visit RealAdvice's website for more information - https://realadvice.com/. 

SOURCE RealAdvice