Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation Advisory
Robert Herman
Managing Director and Global Head of Tax Services
Robert Herman joined Duff & Phelps in 2004. He is a managing director in the Chicago office and global leader of the Tax Services Business Unit , specializing in Property Tax Services. He has more than 30 years of experience in valuation and over 15 years in property tax consulting.
Prior to joining Duff & Phelps, Robert was a senior manager at Deloitte & Touche, leading the Complex Properties practice for the central United States. He also was an executive vice president with Real Estate Analysis Corporation, a valuation and consulting firm in Chicago. He has provided valuation appeals, negotiations, pre- and post-acquisition due diligence, real estate transfer tax analysis, litigation support, personal property compliance and property tax exemptions. Robert advises owners of complex properties and multi-jurisdictional portfolios from a variety of diverse industries.
Robert holds a B.B.A. in finance and real estate from the University of Wisconsin-Madison and is a licensed certified general real estate appraiser in numerous states and holds the MAI designation from the Appraisal Institute.
Representative Engagements
Robert has provided expert witness testimony in federal and local courts and administrative venues for property types such as manufacturing facilities, paper mills, power plants, electric transmission and distribution systems, ethanol plants, airline terminals, casinos, single and multi-tenant office buildings, single-tenant laboratories buildings and single and multi-tenant retail facilities.
Robert has provided property tax consulting assistance to a wide variety of property types such as airlines, automotive parts facilities, baseball stadiums, casinos, solar panel manufacturing plants, single-tenant office and laboratory buildings and single-and multi-tenant retail facilities.
Related Services
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax Services
Property Tax Services
Property tax management and minimization services and strategies.
Property Tax Services
Unclaimed Property and Tax Risk Advisory
Assistance to identify, manage and implement controls relating to transaction taxes and unclaimed property.
Unclaimed Property and Tax Risk Advisory
IP Related Transfer Pricing and Tax
Advising multinational companies in the valuations of intellectual property for tax and transfer pricing purposes
IP Related Transfer Pricing and Tax
Intellectual Property Advisory Services
Leading provider of IP-related strategic advisory services to allow companies, attorneys and investors to grow, protect and maximize their IP assets.
Intellectual Property Advisory ServicesCase Studies
Sell Side Advisor
Duff & Phelps Advised mscripts, LLC on Its Sale to Cardinal Health, Inc.
has been acquired by
Financial Advisor
Duff & Phelps Advised the Oneida Group on the Sale of Its Commercial Foodservice Division to Crown Brands
has been acquired by
a portfolio company of
Insights
Transfer Pricing
France Becomes First Country to Enact Digital Services Tax
by Andrew Cousins
Transfer Pricing
NABE Transfer Pricing Symposium Held in Washington DC
by Stefanie Perrella
Transfer Pricing
Thailand Issues Revised Draft Transfer Pricing Guidelines
by Steven Carey
Unclaimed Property Reporting
Unclaimed Property Reporting in the Dog Days of Summer
by Robert Peters
News
Best Practices for Hedge Fund Managers to Mitigate the Conflicts Arising From Managed Accounts
Ryan McNelley Featured in Private Funds CFO on IPEV Rule Change
Duff & Phelps Expands Global Aerospace Defense and Government Services (ADG) M&A Advisory Practice
Why Managed Accounts Present Conflicts of Interests for Hedge Fund Managers – Part One
