Business Details
Trusted Trust & Estate Tax Services in Riverside, CA
Michelle C. Herting, CPA, ABV, AEP provides specialized accounting, tax planning, and trust administration services to trustees, attorneys, CPAs, and high-net-worth individuals. With over 33 years of experience, our firm focuses on trust and estate taxation, business valuations, and succession planning, serving clients across Southern California. We prioritize personalized service, ethical standards, and transparent communication, ensuring tailored solutions for complex financial needs.Our team collaborates with top legal and financial professionals to deliver exceptional results. We emphasize education through speaking engagements, syndicated columns, and community involvement, including leadership roles at UC Riverside and Riverside Community College Foundation. Our commitment to excellence is reflected in our long-term client relationships and industry-recognized certifications, including Accredited Business Valuator and Accredited Estate Planner designations.
Services
Trust Administration
Estate Taxes
Business Valuations
Succession Planning
Trustee Support
Tax Planning
Charitable Gift Planning
Court Ordered Accountings
Tax Return Preparation
Consulting Services
Highlights and features
- Over 33 years of tax season experience
- Accredited Business Valuator and Estate Planner certifications
- Collaborates with top law firms and advisors
- Syndicated tax column in major news outlets
- Active leadership in professional estate planning councils
Associations and certifications
- CPA
- ABV
- AEP
Services
Trust Administration
We provide comprehensive trust administration support including accountings, tax filings, and compliance management. Our team assists trustees with fiduciary responsibilities, ensuring accurate distribution of assets and adherence to legal requirements. Clients benefit from our expertise in resolving complex trust matters efficiently.
Business Valuations
Our accredited valuations service determines business worth for estate taxes, buy-sell agreements, and litigation support. We deliver precise calculations for commercial properties, minority interests, and professional practices. Clients receive defensible reports meeting IRS and court standards.
Estate Tax Planning
We develop strategies to minimize tax liabilities through gifting techniques, charitable remainder trusts, and succession frameworks. Our planning addresses high-net-worth portfolios with real estate, business interests, and multi-generational assets. Clients gain peace of mind through legally sound tax-efficient solutions.
Trustee Support
We assist trustees with court-ordered accountings, beneficiary disputes, and tax compliance. Our support includes complex litigation cases involving multi-state assets and family business transitions. Clients receive expert guidance to fulfill fiduciary obligations effectively.
Succession Planning
Our succession planning creates transition strategies for family businesses and professional practices. We coordinate buy-sell agreements, ownership transfers, and tax mitigation plans. Clients ensure business continuity while protecting stakeholder interests through customized roadmaps.
People
Michelle C. Herting
Certified Public Accountant
CPA with 33+ years of experience in trust administration and tax planning. Holds ABV and AEP certifications. Past president of Estate Planning Councils. Syndicated columnist in LA Daily News and OC Register. Serves on UC Riverside Business School advisory board.
Questions
What services do you specialize in?
We specialize in trust administration, estate taxation, business valuations, and succession planning for trustees, attorneys, and high-net-worth individuals.
How do you assist trustees with complex cases?
We provide court-ordered accountings, beneficiary dispute resolution, and multi-state asset management for trustees handling litigation or family business transitions.
What tax planning strategies do you offer?
We implement gifting techniques, charitable remainder trusts, and business succession plans to minimize tax liabilities for high-net-worth clients.
How can I schedule a consultation?
Contact us at (310) 917-1051 or (951) 784-9753 to schedule an appointment at our Riverside, Los Angeles, or Orange County offices.
What professional credentials do you hold?
We are a Certified Public Accountant (CPA) with Accredited Business Valuator (ABV) and Accredited Estate Planner (AEP) designations.
Reviews (2)
Michael Street
Nov 25, 2020
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Old adage, Do not skimp on your Doctor, your Lawyer, or your Accountant. I have been with this firm for decades. In the 1990s I was notified by IRS to show up with boxes of records. The audit was based on years prior to signing on with Michelle Herting. I took advice of hers, ended up paying a few thousand dollars based on mileage. I have friends get audited all the time, some use unscrupulous so called tax preparors and IRS use these over reaching fakes to go after all their clients. With Michelle Hertings reputation, I think its just the opposite. I do not like taxes or paying or anything to do with it, but I can say Michelle Herting makes the experience least anxietious.
Andrew Braham
Apr 17, 2020
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Michelle and her team are awesome. Was seeking a consultation for a living trust and her team followed up promptly with some brief questions and Michelle herself followed up with me to answer a lot of questions that I had. Big thank you to Michelle and her team!
