Kathy Herbig

Financial Institutions Tax Leader

Partner, Cherry Bekaert Advisory LLC

Focus Areas

Tax Planning & Compliance
ASC 740, including tax credit investments
Stock Based Compensation
Tax Considerations in Mergers and Acquisitions
Tax Accounting
C-Corporations
S-Corporations
Tax Services
Business Combinations

Industries

Financial Services

CPA License

KY - 9247

Education

B.S. in Business Administration, Accounting, University of Louisville

Professional Involvement

American Institute of Certified Public Accountants (AICPA)
Kentucky Society of Certified Public Accountants (KyCPA)

CPA License

KY - 9247

Education

B.S. in Business Administration, Accounting, University of Louisville

Professional Involvement

American Institute of Certified Public Accountants (AICPA)
Kentucky Society of Certified Public Accountants (KyCPA)

Related Insights

FDIC Finalizes Regulatory Threshold Updates, Providing Relief for Community Banks

Alert

12/1/2025 3:00:00 PM

The FDIC approved a final rule updating certain regulatory thresholds to reflect inflation. Discover the relief this offers to community banks.

Assurance Services Financial Institutions Financial Services Financial Services Regulatory Compliance Internal Audit Services Risk Advisory Services Tax Services

FDIC Proposes Inflation Adjustments for Regulatory Thresholds

Alert

7/18/2025 3:57:38 PM

Learn how the FDIC aims to ease compliance for over 1,500 community banks by raising audit and internal control thresholds based on inflation.

Assurance Services Financial Institutions Financial Services Financial Services Regulatory Compliance Internal Audit Services Risk Advisory Services Tax Services

New Tax Provisions for Rural & Agricultural Loans: What You Need To Know

Alert

7/14/2025 3:00:46 PM

Section 70435 of the recent tax reform bill features a tax exclusion for agricultural lenders. Learn about eligible property types and qualifying loans here.

Financial Institutions Financial Services Tax Policy and Legislative Changes Tax Services