P 317.580.2153
F 317.805.2253
ctate@ksmcpa.com

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Casse L. Tate, CPA

partner

PROFILE

Casse Tate is a partner in Katz, Sapper & Miller’s Business Advisory Group. Casse’s responsibilities include guiding clients through tax planning and compliance issues as well as providing general consulting services to ensure they are fully equipped to make advantageous financial decisions. She utilizes her extensive tax law knowledge to develop strategies to minimize tax liability and maximize savings for her clients. Casse works with companies across multiple industries, including not-for-profit, technology, and construction.

As co-chair of KSM’s Not-for-Profit Services Group, Casse specializes in helping tax-exempt organizations navigate complex tax laws and provides consulting on public support issues to ensure necessary compliance requirements are met. Casse’s knowledge of not-for-profits is well rounded, equipping her to address operational issues organizations routinely face.

Casse is also a partner with KSM Charitable Foundation Services, where she works with private foundations to identify processes to increase the efficiency and impact of their charitable contributions.
 

EDUCATION

Casse received both a Bachelor of Arts degree in accounting and a Master of Science degree in accounting from Ball State University.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Casse is a member of the American Institute of CPAs and the Indiana CPA Society. She is the recipient of the 3 Under 30 and Emerging Leader Awards from the Paul W. Parkison Department of Accounting at Ball State, as well as the Emerging Leader Award from the Indiana CPA Society, in recognition of her success and leadership positions in the accounting profession. Casse is also a 2010 graduate of the United Way of Central Indiana’s leadership development program, Leadership United. She was both a committee and board member (and now emeritus board member) of Dress for Success Indianapolis, and she has served as a member of the Young Professionals Advisory Board for Children’s Bureau, Inc., one of Indiana’s oldest child and family services agencies. Casse also plays an active role as a member of Ball State’s Accounting Advisory Council, providing counsel on curriculum and offering guidance about student recruitment, retention, and employment.