Mark N. Bernstein, CPA

PARTNER

PROFILE

Mark Bernstein is the partner-in-charge of KSM Charitable Foundation Services, where he has extensive knowledge of tax law and other regulations governing private foundations and provides consultation on the grant management process.

EDUCATION

Mark received a Bachelor of Science degree in business from Indiana University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Mark is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, the National Association of Real Estate Investment Trusts, and the Real Estate Board of New York. In 2003, Mark had the honor of being selected by the Indianapolis Business Journal for inclusion in its “Forty Under 40” special report. Mark is a past president of the board of directors of Congregation Beth El-Zedeck, a member of the audit committee for the Jewish Federation of Greater Indianapolis, and a professional advisory committee member of the Children's Support Foundation of New York.

 
 

Casse L. Tate, CPA, MS

DIRECTOR

PROFILE

Casse Tate is a director with KSM Charitable Foundation Services, providing leadership and direction regarding her clients’ day-to-day activities. Casse is the primary internal contact for implementation of new clients and integration of the clients’ processes with the grant management software.

Casse is also a director in Katz, Sapper & Miller’s (KSM) Business Advisory Group and a member of KSM’s Not-for-Profit and Governmental Services Group. She supervises the preparation of business and individual tax returns and financial statements as well as advises clients in accounting, reporting and compliance. Casse specializes in the coordination and preparation of federal and state tax returns for KSM's not-for-profit clients.

EDUCATION

Casse received both a Bachelor of Arts degree in accounting and a Master of Science degree in accounting from Ball State University. Casse has also earned the Chartered Advisor in Philanthropy® (CAP) professional designation from the American College.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Casse is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. She is a board member of the Ball State Young Accounting Advisory Council, a member of the Indiana Motorsports Association, and serves on the board and finance committee of Dress for Success Indianapolis. She is also a member of the National Editorial Board for Profitable Solutions for Nonprofits as well as a 2010 graduate of the United Way of Central Indiana’s leadership development program, Leadership United.