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Katz, Sapper & Miller Welcomes New Staff Members

Posted 6:34 PM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller is pleased to announce the addition of the following new staff members:

Jaimie Bertsch, Real Estate Services

Andrew Browning, Audit and Assurance Services

Andrew Fuchs, Audit and Assurance Services

Lindsay Hammond, Business Advisory Group

Na’Tashia Henderson, Audit and Assurance Services

Kari Huang, Audit and Assurance Services

Kate Kelly, State and Local Tax

Marc Kemen, Real Estate Services

Daniel Mohr, Audit and Assurance Services

Matthew Parker, Audit and Assurance Services

Daniel Perry, State and Local Tax

Jordan Pfister, Business Advisory Group

Stephen Short, Audit and Assurance Services

Megan Slager, Real Estate Services

Ellen Smith, Business Advisory Group

Ashley Standifer, Business Advisory Group

Morgan Wade, Business Advisory Group


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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has approximately 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms.

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Katz, Sapper & Miller Introduces Thirteen New Managers

Posted 12:00 PM by

Indianapolis, Ind.  – The certified public accounting firm of Katz, Sapper & Miller (KSM) is pleased to announce the following new managers:

Jessica Boicourt is a member of the firm’s Audit and Assurance Services Department and Not-for-Profit and Governmental Services Group. Jessica provides a wide variety of services to KSM clients including financial statement audits, single audits, reviews, compilations and various consulting projects involving compliance and internal control issues. Jessica has experience in multiple industries, however her main area of focus is not-for-profit accounting and reporting.
  
JP Bryan is a member of the firm’s Audit and Assurance Services Department. J.P.’s primary responsibilities include auditing and reviewing financial statements as well as advising clients in accounting, reporting, compliance and internal control matters. He has experience in a number of industries, including manufacturing, automotive, construction and government.
 
Amanda Busz is a member of the firm’s Real Estate Services Group. Amanda is responsible for preparing client financial statements, tax returns, business plans as well as providing other general business and accounting services. Additionally, Amanda assists private foundations with their grant application process and financial reporting through KSM Charitable Foundation Services, part of the Katz, Sapper & Miller Network.
  
Tim Conrad is a member of the firm’s State and Local Tax Practice where he provides a variety of state and local tax consulting services including sales and use tax consulting, transaction planning, audit defense and controversy services. Tim is also a member of KSM Economic Development, part of the Katz, Sapper & Miller Network, where he assists in the delivery of economic development services, including site selection, private and public economic consulting, financial comparative analysis, and securing state and local tax incentives for growing companies.
  
Charles Decker is a member of the firm’s Tax Department. Charles' primary responsibilities include compliance and technical review of federal tax issues. He also provides analytical research and planning services to clients in the areas of individual and business taxation.
  
Christopher Djonlich is a member of the firm’s Marketing Department and serves on the Practice Development Committee. Chris works closely with the firm's partners, directors and managers to execute marketing strategy and business development programs for several industry and service groups.
  
Stephanie Dunn is a member of the firm’s Business Advisory Group. Stephanie has extensive experience in tax compliance, tax provisions, tax consulting and tax planning. Her background focuses on addressing a wide-range of individual and business needs.
 
John Estridge is a member of the firm’s Real Estate Services Group. John's background includes tax planning, research and compliance, as well as financial statement compilation and financial modeling. Additionally, he is a participant in the firm's Lean CPA Committee and Ambassador Program.
  
Natasha Houston is a member of the firm’s Business Advisory Group. Natasha provides financial, tax and consulting services to a wide variety of industries. She has experience in tax planning, forecasts and projections, and financial analysis.
  
Nathan Potter is a member of the firm’s Business Advisory Group. Nathan provides accounting, tax and consulting services to a wide variety of businesses and individuals. He is responsible for the preparation and review of client financial statements and tax returns, in addition to aiding clients with tax planning, consulting and other business and accounting services.
  
Shane Schuh is a member of the firm’s Audit and Assurance Services Department. Shane's primary responsibilities include auditing and reviewing financial statements and advising clients in accounting, reporting, compliance and internal control matters. He has experience in a number of industries and his main areas of focus include transportation, alternative investments and employee benefits plans.
  
Amy Zimmer is a member of the firm’s State and Local Tax Practice where she provides a variety of tax compliance and consulting services in the areas of property tax, multistate sales, income tax and other state taxes. Amy is also a member of KSM Economic Development, part of the Katz, Sapper & Miller Network, where she specializes in providing comparative analysis with tax and other incentive programs between competing state and local jurisdictions.
  
Emily Zimmerman is a member of the firm’s Audit and Assurance Services Department. Emily's primary responsibilities include auditing and reviewing financial statements and advising clients in accounting, reporting, compliance and internal control matters. She has experience in a number of industries and her main areas of focus include real estate and not-for-profit.
  

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has approximately 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms.

 

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Katz, Sapper & Miller Takes Day Off to Support Local Youth Camp

Posted 1:04 PM by

INDIANAPOLIS, Ind. – More than 200 Katz, Sapper & Miller employees will venture to Jameson Camp today to take part in a major clean up and beautification of the camp’s facilities and grounds. The effort is part of the Indianapolis-based accounting firm’s annual day of community service, now in its sixth year.

Volunteers will complete more than 15 projects over the course of the day, including the interior and exterior painting of five buildings, raising a mini-barn, trail building and revitalization, and clearing fields and trails of non-native plants and trees.

“This is the first year we’ve partnered with Jameson Camp for our day of service,” said David Resnick, managing partner of Katz, Sapper & Miller. “It’s an amazing opportunity to support an organization that makes such a lasting impact on the lives of children here in Indianapolis and central Indiana.”

Located on Indianapolis’ west side, Jameson Camp offers a fully accredited residential youth summer camp, a year-round leadership program for teens, and other outdoor educational programs and field trips for schools and youth groups.

“We are excited to welcome the Katz, Sapper & Miller team here today,” said Dan Shepley, executive director of Jameson Camp. “Their work not only helps us to maintain our facilities and grounds, it allows us to expand our ability to reach more young people in central Indiana. Volunteers like Katz, Sapper & Miller are a vital component to our success.”

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has approximately 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for nine consecutive years.

Katz, Sapper & Miller is committed not only to the clients we serve, but to the communities in which we live. Community outreach begins with our partners and staff, who dedicate time and resources to hundreds of organizations. Additionally, our annual, firm-wide volunteer day of community service encourages our employees to join us in volunteering their time to benefit an area in need. For more information, visit www.ksmcpa.com.

About Jameson Camp
For over 85 years, Jameson Camp has impacted the lives of young people through its award-winning camp experience, designed to help them develop self-respect and confidence, and respect for others and the world around them. Jameson Camp offers a fully accredited residential summer camp for youth ages 7-17; a year-round youth leadership program for teens, focused on service learning and leadership skills; and other outdoor educational programs and field trips for school and youth groups. Located on 100 acres of meadows, woods and streams on the Westside of Indianapolis, Jameson Camp also is available for corporate team-building retreats and special events and meeting rental. Jameson Camp is recognized by the Internal Revenue Service as a 501(c)(3) not-for-profit organization. For more information, visit www.jamesoncamp.org.

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Katz, Sapper & Miller Named a Top 50 "Best of the Best" Accounting Firm

Posted 2:13 AM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller has been named to INSIDE Public Accounting’s (IPA) Best of the Best firms list for 2014.

IPA’s Best of the Best is an annual list of those 50 accounting firms who have delivered exceptional financial and operational performance in the most recent fiscal year. Katz, Sapper & Miller debuted on the Best of the Best list in 1996, and since that time has been named a Best of the Best firm 13 times.

“We are thrilled to be among such a prestigious group of accounting firms to receive this recognition,” said David Resnick, managing partner of Katz, Sapper & Miller. “This honor demonstrates the dedicated team of professionals that comprise our firm; they are the reason behind our success.”

Best of the Best firms are comprised of both small and large firms and are geographically dispersed across the U.S. They exhibit long-term consistency and exceptional performance, regardless of outside factors. IPA’s independent ranking of the nation’s best-managed firms is one of the highest honors within the accounting profession today.

“The IPA Best of the Best firms represent the pinnacle of high-performing firms in the U.S. Each firm demonstrates the right combination of vision, planning, training, and execution to deliver superior performance,” said Michael Platt, principal of the Platt Group and publisher of IPA.

View the complete list of IPA’s 2014 “Best of the Best.”

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and business advisory services. Founded in 1942, the firm has nearly 300 employees and is headquartered in Indianapolis, Ind., with additional offices in Fort Wayne, Ind., and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms. For more information, visit us at ksmcpa.com.

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David G. Blish Joins Katz, Sapper & Miller’s Healthcare Resources Group

Posted 4:01 PM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller (KSM) is pleased to announce that David G. Blish has joined the firm as a manager and healthcare consultant in its Healthcare Resources Group.

Blish contributes to the firm’s hospital and physician group consulting initiatives, in the areas of Community Health Needs Assessments; hospital affiliation and alignment evaluation; hospital-physician integration including clinically integrated networks; physician compensation planning, design and performance measurement; and population health measurement. Additionally Blish assists hospital clients with physician recruitment and negotiation, business/service line planning, joint venture development and market assessment.

Blish has been engaged in the practice of healthcare consulting since 2002 and has been in the healthcare industry since 1987. He received undergraduate degrees in management and X-ray technology from Indiana University. He also received a Master of Hospital Administration degree and a Master of Business Administration degree with a concentration in quality management from Xavier University in Cincinnati.

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has nearly 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms. For more information, visit us at ksmcpa.com.


 

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Angela Stephenson Joins Katz, Sapper & Miller's Business Advisory Group

Posted 1:45 PM by

Indianapolis, Ind. - The certified public accounting firm of Katz, Sapper & Miller (KSM) is pleased to announce that Angela Stephenson has joined the firm as a paraprofessional in its Business Advisory Group.

Stephenson has been proficient in all aspects of accounting including accounts payable, accounts receivable, general ledger and reconciliations since 1993. Prior to joining KSM, she worked for both local and regional accounting firms.

Stephenson received her accounting certification from Indiana University-Purdue University Indianapolis (IUPUI). She is on the board of trustees at Christ United Methodist Church and volunteers with Make-A-Wish.

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About Katz, Sapper & Miller

As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has nearly 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. The firm is a member of PrimeGlobal, a global association of independent accounting firms. For more information, visit us at ksmcpa.com.

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Katz, Sapper & Miller Joins PrimeGlobal

Posted 12:32 PM by

Indianapolis, Ind. - The certified public accounting firm of Katz, Sapper & Miller is pleased to announce that it has joined PrimeGlobal, a global association of independent accounting firms.

PrimeGlobal is among the strongest associations of independent accounting firms in the world, comprised of over 320 highly successful independent public accounting firms in 87 countries. Formed from a merger in 2011, PrimeGlobal provides its independent member firms with tools and resources to help them furnish superior accounting, auditing, tax and management services to clients around the globe. Through PrimeGlobal, independent member firms offer the strength and capabilities of a large, worldwide organization with technical depth and geographic reach impossible for a local firm alone.

“Our firm is thrilled to join PrimeGlobal,” said Jamie Ellis, Chief of Operations and Finance with Katz, Sapper & Miller. “Katz, Sapper & Miller'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.”

“We are very happy to welcome Katz, Sapper & Miller to our association,” said Michelle Arnold, PrimeGlobal Chief Regional Officer, North America. “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. We also share a mutual belief with their firm: that lifetime relationships, responsiveness and quality are key to business success. We look forward to introducing Katz, Sapper & Miller partners and staff to many great new lifetime relationships among the PrimeGlobal membership, and we are excited about helping them discover new ways to grow and enhance their business.”  

For more information about PrimeGlobal and the services it offers its independent member firms and their clients, visit the PrimeGlobal website at www.primeglobal.net.

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has nearly 300 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for nine consecutive years. The firm is a member of PrimeGlobal, a global association of independent accounting firms. For more information, visit us at ksmcpa.com.

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Katz, Sapper & Miller Named a Best Place to Work for Ninth Consecutive Year

Posted 4:06 PM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller (KSM) has been recognized as one of the Best Places to Work in Indiana for the ninth consecutive year by the Indiana Chamber of Commerce. The firm is one of only two companies – and the only CPA firm – that has made the Best Places to Work in Indiana list all nine years of the program’s existence.

“KSM is honored to be recognized as one of the Best Places to Work in Indiana,” said David Resnick, managing partner of Katz, Sapper & Miller. “The firm works hard to create and foster a positive workplace environment, but it’s our employees that are the reason behind this award. They are engaged, motivated, collegial and extremely loyal. They are the reason why we are a great place to work.”

The Best Places to Work in Indiana program was designed to identify, recognize and honor the best places of employment in Indiana. Companies are determined through employer reports and comprehensive employee surveys.

Actual rankings of the top Hoosier companies will be announced at a May 1 awards dinner at the Indiana Convention Center in downtown Indianapolis. For more information regarding the Best Places to Work program, go to www.bestplacestoworkIN.com.

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has more than 260 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for nine consecutive years. The firm is an independent member of Nexia International, a leading global organization of independent accounting and consulting firms. For more information, visit us at ksmcpa.com.

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Katz, Sapper & Miller Adds Five New Staff Accountants

Posted 4:56 PM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller (KSM) is pleased to announce the addition of five staff accountants.

Nicole Halteman, Healthcare Resources Group. Halteman graduated from Ball State University’s Miller College of Business, with a Bachelor of Science degree in business, majoring in accounting. Prior to joining KSM, Halteman served as senior staff at a local accounting firm and as an assistant financial reporting manager at a property and casualty insurance company.

Heather Minor, Business Advisory Group. Minor graduated from Butler University with a Bachelor of Science degree in accounting. She previously served as an assurance manager at a regional accounting firm.  

Scott Palmer, Business Advisory Group. Palmer graduated from Indiana University’s Kelley School of Business with a Bachelor of Science degree in business, majoring in accounting and finance and minoring in mathematics. He returns to KSM following a spring internship in 2013. Palmer has volunteered with the Bloomington Volunteer Network and Hamilton Southeastern District Schools. 

Austin Sansone, Business Advisory Group. Sansone graduated from Ball State University (BSU) with a Bachelor of Science degree in accounting. He returns to KSM following summer internships in 2012 and 2013. While a student at BSU, Sansone was a member of the Men’s Varsity Tennis Team. 

Stephen Schnelker, Tax Department. Schnelker graduated from Indiana University’s Kelley School of Business with a Bachelor of Science degree in business, majoring in finance-real estate. Additionally, he graduated cum laude with a Juris Doctor degree from the University of Notre Dame Law School. Prior to joining KSM, Schnelker served as a judicial law clerk to the Honorable Martha Blood Wentworth on the Indiana Tax Court. He also worked as a legal intern for the Notre Dame Clinical Law Center, the Neighborhood Christian Legal Clinic and the DeKalb County Prosecutor’s Office.

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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has more than 260 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for nine consecutive years. The firm is an independent member of Nexia International, a leading global organization of independent accounting and consulting firms. For more information, visit us at ksmcpa.com.

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Katz, Sapper & Miller Introduces New Managers

Posted 4:13 PM by

Indianapolis, Ind. – The certified public accounting firm of Katz, Sapper & Miller is pleased to announce the following new managers:

Anne DeLaney is a member of the firm’s Audit and Assurance Services Department. Anne audits and reviews financial statements as well as advises clients in accounting, reporting, compliance and internal control matters. She is a member of the firm’s Construction, Manufacturing and Distribution, and Real Estate Services Groups.
  
Neil Giannini is a member of the firm’s Healthcare Resources Group. Neil provides fair market value analyses, compensation consulting and general consulting services to healthcare clients. He has experience in performing healthcare appraisals and fair market value analyses for the healthcare services industry, including hospitals, health systems and physicians.
 
William Graff is an attorney in the firm’s Tax Department. William provides consulting services to a diverse clientele on technical tax matters. His primary responsibilities include analytical research and technical review of federal tax issues, and he specializes in federal credits, excise tax, and the Patient Protection and Affordable Care Act.
  
Sarah Hammond is a member of the firm’s Business Advisory Group. Sarah provides financial, tax and consulting services to a wide variety of businesses and industries. She has extensive experience in tax planning, forecasts and projections, financial analysis and other general business and accounting services for entities, individuals, trusts and estates.
  
Eric Land is a member of the firm’s Business Advisory Group. Eric provides accounting, tax and consulting services to a wide variety of business entities and individuals. He has extensive experience in tax planning, tax compliance and forecast and projections as well as advising clients in other business and accounting services.
  
Brianne Lyons is a member of the firm’s Audit and Assurance Services Department. Brianne audits and reviews financial statements and also advises clients in accounting, reporting, compliance and internal control matters. She has experience in a number of industries, including technology, manufacturing and distribution, and employee benefits.
  
Brittani Maletta is a member of the firm’s Audit and Assurance Services Department. Brittani provides audit, review and attestation services to numerous industries. She is responsible for advising clients on a wide variety of accounting, financial disclosure, auditing, compliance, risk management, and internal control matters.
 
JP Moore is a member of the firm’s Healthcare Resources Group. JP advises clients in the areas of practice management, budgeting, strategic planning, startups, practice mergers and reorganizations, group practice design, compensation analysis, and tax planning. He also has experience in tax planning and transaction-related services.
  
Aimee Reavling is a member of the firm’s Tax Department. Aimee provides consulting services on a variety of technical tax matters, reviews tax returns and handles tax controversies. She has experience in a variety of areas, including individual and business taxation, international taxation, gift and estate taxes, and exempt entity taxation.
  
Brittany Schutter is a member of the firm’s Business Advisory Group. Brittany provides financial, tax and consulting services and is also responsible for the preparation and review of client financial statements and tax returns. She has extensive experience in a number of industries, including transportation, dealerships and agriculture.
  
Clint Singleton is a member of the firm’s Business Advisory Group. Clint provides financial, tax and consulting services to a variety of business entities and individuals. He has extensive experience in tax planning and tax compliance, especially with regard to multistate tax matters.
  
Ali Todd is a member of the firm’s Business Advisory and Veterinary Services Groups. Ali works closely with her general business and veterinary clients to prepare client financial statements, tax returns and business plans as well as provide other general business, consulting and accounting services.


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About Katz, Sapper & Miller
As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Founded in 1942, the firm has more than 260 employees and is headquartered in Indianapolis, Ind. with additional offices in Fort Wayne, Ind. and New York. Katz, Sapper & Miller was named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine and has been recognized by the Indiana Chamber of Commerce as one of the “Best Places to Work in Indiana” for eight consecutive years. The firm is an independent member of Nexia International, a leading global organization of independent accounting and consulting firms. For more information, visit us at ksmcpa.com.

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