Search Results for: Katz Sapper & Miller

Katz Sapper & Miller Expands with Louisville Office

David Resnick

Indianapolis-based Katz Sapper & Miller (FY17 net revenue of $79.3 million) has expanded its footprint in southern Indiana and northern Kentucky with the opening of a new office in Louisville, Ky.

The Louisville office is the fifth location for the firm, which has offices in Indianapolis, Fort Wayne, Ind., Oklahoma City and New York. Through the Louisville office, KSM’s full complement of services, including audit and assurance, tax and consulting, will be available to clients across a wide variety of industries in the area.

“Having a dedicated office in Louisville provides us the opportunity to strengthen relationships with our existing clients in this market,” says MP David Resnick. “Louisville also offers considerable potential for our practices, including real estate, transportation, manufacturing, health care, technology and hospitality. We look forward to helping new clients achieve the great things they want to accomplish.”

Katz Sapper & Miller Admits Two Partners

Randy Hooper

Indianapolis-based Katz Sapper & Miller (FY17 net revenue of $79.3 million) admitted Randy Hooper and Stephen Royster as partners in the firm. Both individuals embody KSM’s values, providing innovative solutions and superior service to clients.

Stephen Royster

Hooper is a member of KSM’s Business Advisory Group. He helps businesses and their owners navigate complex federal and multistate tax matters to optimize their tax position and comply with reporting requirements. He works with clients across multiple industries, with a particular focus in transportation.

Royster is a member of KSM’s State and Local Tax Group. He helps clients navigate the multistate tax landscape by advising on state tax law changes, ensuring tax-efficient structuring, and providing macro-level analyses of state tax implications.

Katz Sapper & Miller Welcomes Director

Amy Lehrman

Amy Lehrman

Indianapolis-based Katz Sapper & Miller (FY16 net revenue of $72.4 million) welcomed Amy Lehrman as director of its Fort Wayne, Ind., office. A member of the firm’s business advisory group, Lehrman has 10 years of experience in public accounting. She specializes in helping flow-through entities navigate and address their unique tax issues.

Lehrman’s experience includes federal entity-level and individual taxation, state and local tax, estate planning, property tax and audit defense. Additionally, she has extensive experience with high-net-worth individuals and trusts.

Katz Sapper & Miller Admits New Partners

Mark Curcio

Mark Curcio

Indianapolis-based Katz Sapper & Miller (FY16 net revenue of $72.4 million) admitted four new partners.

Mark Curcio is the New York office leader and a member of the business advisory group. He works with clients across multiple industries to help them minimize tax liabilities and ensure tax compliance. Curcio specializes in helping clients navigate and thoroughly address complex multistate tax issues, including individual residency and nexus issues.

Casse Tate

Casse Tate

Casse Tate is a member of the business advisory group. She guides clients through tax planning and compliance issues as well as provides general consulting services to ensure they are fully equipped to make advantageous financial decisions. Tate works with companies across multiple industries including not-for-profit, technology and construction.

Chad Halstead

Chad Halstead

Chad Halstead is a member of the tax services group. With a strong background in analytical research and technical review of federal tax issues, Halstead identifies innovative solutions to minimize taxes for his clients. He regularly guides clients through the development and implementation of tax structures from which government incentives can be received on a tax-free or tax-deferred basis.

Matthew Cohen

Matthew Cohen

Matthew Cohen is the New York office audit and assurance leader. Experienced in performing financial statement audits, reviews, and compilations, Cohen ensures the accuracy and completeness of businesses’ financial reporting. He works with clients in a wide variety of industries, including not-for-profit, financial services, manufacturing and distribution, hospitality, arts and culture, and professional services.

Katz Sapper & Miller Announces New Directors

Indianapolis-based Katz Sapper & Miller (FY16 net revenue of $72.4 million) announced new directors: John Estridge, John Henne, Karen Hill and Zeeshan Malik.

Estridge is a member of the firm’s real estate services group. Working with both locally based and nationally recognized real estate owners, his responsibilities include tax planning, research and compliance as well as financial statement compilation and financial modeling.

Henne is a member of the firm’s audit and assurance services group. His responsibilities include transaction services, fraud examinations and internal controls analyses.

Hill, director of talent acquisition and staffing, leads all campus and experienced hire efforts. Her responsibilities include understanding firm needs and market dynamics; setting strategies; developing key relationships with faculty, staff and students; and screening for the best and brightest applicants.

Malik is a director in the firm’s audit and assurance services group. He serves clients in a variety of industries, including those in transportation and construction advising clients on accounting, auditing, compliance and internal control matters.

Hilton Joins Katz Sapper & Miller’s Valuation and ESOP Services Groups as Director

Robert Hilton

Robert Hilton

Robert Hilton has joined Indianapolis-based Katz Sapper & Miller (FY14 net revenue of $58.5 million) as director in its valuation and ESOP services groups, further cementing the firm’s deep commitment to its rapidly growing and geographically diverse client base.

“Rob brings his extensive expertise in valuation and employee stock ownership plans (ESOPs) to each of these very strong Katz Sapper & Miller practices,” says MP David Resnick. “Businesses will benefit from his ability to serve their individual and corporate valuation needs, and to support companies planning for or already administering ESOPs.”

Daniel Rosio, PIC of the firm’s valuation services group, says, “With more than 15 years in the valuation and ESOP arena, Rob has the depth of knowledge, judgment and objectivity to accurately assess the value of a business. He also clearly understands the unique opportunities and challenges ESOP structures can present to clients that are unlike other ownership structures or sales to third parties. I am delighted he is coming onboard.”

Hilton has performed hundreds of valuations in a variety of equity classes, including operating and holding companies, partnerships and limited liability companies, as well as of intangible assets and stock options. Additionally, he focuses on the valuation of covenant-not-to-compete and non-solicitation agreements.

Katz Sapper & Miller Founder Passes at 96

Irwin Katz

Irwin Katz

Irwin Katz, 96, the founder of Indianapolis-based Katz, Sapper & Miller, passed away Sept. 9.

“KSM stands for lifetime relationships, integrity and entrepreneurship,” the firm’s website tribute reads. “Mr. Katz did more than embody these principles himself. He instilled them in his firm, and made them an indelible part of KSM’s proud corporate culture.”

After serving in World War II, Katz joined Levy & Calderon in 1952, and his name was added to the door the same year. The firm later became Katz Sapper Miller (FY14 net revenue of $58.5 million).

“Mr. Katz arrived at his new firm with a deeply held conviction that a company’s balance sheet was more than numbers on a piece of paper; it told a story. His abiding interest in the stories behind the numbers revealed not just Mr. Katz’s industriousness, but also his commitment to his clients,” the firm website says.

“Honest, objective, with a healthy curiosity and a quiet sense of humor, Mr. Katz set an example with his solid work ethic, and a determined mindset that refused to move on from a challenge until he found a solution. He took great pride in watching KSM grow into the firm it is today.”

Memorial contributions may be made to the Jewish Community Center or the Jewish Federation of Greater Indianapolis. Friends may leave a memory or message of condolence by visiting the online obituary.

Krouse, Kern & Co. and Katz, Sapper & Miller Announce Merger

Krouse, Kern & Co. of Fort Wayne, Ind., and Indianapolis-based Katz, Sapper & Miller (FY14 net revenue of $58.5 million) announced their merger, to be effective Dec. 1. Together, the firms boast more than a century of providing tax, accounting and business consulting expertise to a wide range of clients in a variety of industries.

“Providing quality professional services for our entrepreneurial clients has always been the hallmark of our reputation in northeast Indiana,” says Krouse, Kern & Co. President Richard Krouse. “With this merger, our clients will have access to expanded resources and expertise provided by the KSM network of professionals.”

The merged firm will be called Katz, Sapper & Miller and will be located at the current Krouse, Kern & Co. offices at 6509 Mutual Drive.

“This is an ideal partnership,” adds KSM MP David Resnick. “Like us, Krouse, Kern & Co. has provided unmatched service to middle-market, family-owned businesses with integrity and excellence. Their 65 years of service in the Fort Wayne market will complement the depth and breadth of resources that KSM offers.”

KSM has been recognized as one of the Best Places to Work in Indiana for 10 consecutive years by the Indiana Chamber of Commerce. The firm was also named one of 50 firms among the Best of the Best by INSIDE Public Accounting for its superior management and operational performance.

Massella Joins Katz, Sapper & Miller as Partner, Leader of New York Office

Corey L. Massella

Corey L. Massella

Indianapolis-based Katz, Sapper & Miller (FY14 net revenue of $58.5 million) announces Corey L. Massella has joined the New York office as a partner in the transaction services and technology industry services groups.

Furthering its commitment to serve a rapidly growing client base in the New York market, the firm is looking to Masella to help increase the firm’s current tri-state area footprint.

According to MP David Resnick, “Katz, Sapper & Miller’s New York office has evolved quickly to become a substantial, metro-New York practice serving a noteworthy roster of clients. The addition of Corey Massella to our team as a partner in the New York City office ensures that our firm of 300 professionals is well-positioned for even greater East Coast expansion.”

“I have been working for some time to identify the best possible affiliation for my clients,” says Massella, “and this is it. My new colleagues in New York and Indiana have a long history of delivering world-class client counsel and service. Katz, Sapper & Miller offers the perfect platform for entrepreneurial growth. The New York office is young, with a strong foundation that affords me an outstanding opportunity to be part of building something great backed by an enormous team of world-class professionals.”

As the author of a blog for The New York Enterprise Report (now SmartCEO), Massella has written numerous articles and is a frequent speaker, panelist and moderator. In 2015, he was selected as the winner of the 2015 SmartCEO Industry CPA Leader for New York.

PrimeGlobal Welcomes Katz, Sapper & Miller

PrimeGlobal is pleased to announce that Indianapolis-based Katz, Sapper & Miller (FY12 net revenue of $49.2 million), an IPA Best of the Best  and IPA 100 firm, is the newest member firm to join the association’s North American Region.

Founded in 1942, Katz, Sapper & Miller (KSM) has more than 260 employees and offices in Indianapolis, Fort Wayne, Ind., and New York City. KSM was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for nine consecutive years.

“PrimeGlobal member firms and their clients will reap immediate benefits from the knowledge and expertise in a wide range of industries which Katz, Sapper & Miller can share around the world, from healthcare to real estate and a dozen more,” says Michelle Arnold, PrimeGlobal chief regional officer, North America.

“Our firm is thrilled to join PrimeGlobal,” says Jamie Ellis, chief of operations and finance with KSM. “KSM’s membership with PrimeGlobal will enhance our ability to service our clients with multiple locations in the U.S. and abroad. We look forward to accessing the many services and programs that PrimeGlobal offers to its member firms.”Katz Sapper Miller