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 CPAs, 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, CAP

PARTNER

PROFILE

Casse Tate is a partner with KSM Charitable Foundation Services, where she works with private foundations and other grantmakers to identify processes to increase the efficiency and impact of their charitable contributions. Casse and the KSMCFS team provide backoffice services to complete the grantmaking cycle, including strategic and business planning, compliance oversight, communication with grant applicants and recipients, and disbursements of grants. As a result, donors, directors, or staff are alleviated of the burden of administrative details, allowing them more time and resources to focus on the merits of grant requests.

Casse Tate is also a partner in Katz, Sapper & Miller’s Business Advisory Group, where she helps tax-exempt organizations navigate the complex tax laws and provides consulting on public support issues to ensure necessary compliance requirements are met. Additionally, she assists organizations with conveying a positive impression of their programs and activities on the Form 990 tax return. Casse’s knowledge of not-for-profits is well rounded, equipping her to address operational issues organizations routinely face.

EDUCATION

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

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Casse is a member of the American Institute of CPAs and the Indiana CPA Society. She is a board member of the Ball State Accounting Advisory Council and an emeritus member of Dress for Success Indianapolis. Additionally, Casse is a 2010 graduate of the United Way of Central Indiana’s leadership development program, Leadership United.