Certified Public Accountants

Mark N. Bernstein, CPA

Partner

PROFILE

Mark Bernstein is a partner in Katz, Sapper & Miller's Real Estate Services Group. He has been with the firm since 1986 and quickly earned a strong reputation for his expertise in the real estate industry. Mark provides innovative strategies for some of the most respected and successful real estate owners in the country. He advises numerous clients in a variety of sophisticated real estate transactions, including REIT (and UPREIT) formations, like-kind exchanges, and complex equity and debt restructures. Mark also offers experience in the areas of mergers and acquisitions, cash management, financing, forecasts and projections, and tax planning.

As the firm’s partner-in-charge of KSM Charitable Foundation Services, Mark has extensive knowledge of tax law and other regulations governing private foundations and provides consultation on their grant management process.

Mark is also the partner-in-charge of the firm’s aviation practice where he provides tax, accounting and FAA expertise to aircraft owners and operators.

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 and the National Association of Real Estate Investment Trusts. 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 board member for the Jewish Federation of Greater Indianapolis, vice president of Spring Lake Estates Homeowners Association, and a member of the Indiana University Varsity Club.