David B. Charles, CPA

Partner

PROFILE

David Charles is a partner at Katz, Sapper & Miller. He has been with the firm since 1985 and in public accounting since 1979. David created the firm’s Healthcare Resources Group and has effectively led this group to become one of KSM’s most successful and recognized practice areas. He works closely with numerous healthcare clients, providing expertise in areas like mergers and acquisitions, physician/hospital integration, financing, forecasts and projections, tax planning, business structuring, and development of compensation systems. David has established himself as a leader in the industry in managing complex business issues specific to the healthcare industry.

EDUCATION

David received a Bachelor of Science degree in accounting from Ball State University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

David is a member of the American Institute of Certified Public Accountants, where he currently serves in its management advisory services division, and the Indiana CPA Society. As a respected consultant in the area of healthcare, David is involved in industry-related organizations, including the Medical Group Management Association and the Health Care Financial Management Association. He currently serves on the board of directors of the Indiana Children’s Wish Fund and is president of Harbour Trees Golf Club. David is a graduate of the Hamilton County Leadership Academy.