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Katz, Sapper & Miller Introduces New Partners in 2018

January 8, 2018


At KSM, our people define who we are. In recognition of their significant impact on our clients, our people, and our communities, we are pleased to announce our four newest partners. These individuals embody KSM’s values as they provide innovative solutions and superior service to help their clients achieve success.

Mark Curcio is KSM’s New York office leader and a member of the firm’s Business Advisory Group. He works with clients across multiple industries to help them minimize tax liabilities and ensure tax compliance. Mark specializes in helping clients navigate and thoroughly address complex multistate tax issues, including individual residency and nexus issues.

Casse Tate is a member of KSM’s Business Advisory Group. Casse guides clients through tax planning and compliance issues as well as provides general consulting services to ensure they are fully equipped to make advantageous financial decisions. She works with companies across multiple industries including not-for-profit, technology, and construction.

Chad Halstead is a member of KSM’s Tax Services Group. With a strong background in analytical research and technical review of federal tax issues, Chad identifies innovative solutions to minimize taxes for his clients. He regularly guides clients through the development and implementation of tax structures from which government incentives can be received on a tax-free or tax-deferred basis.

Matthew Cohen is a member of KSM’s Business Advisory Group, working out of the firm’s New York office. Experienced in performing financial statement audits, reviews, and compilations, Matt ensures the accuracy and completeness of businesses’ financial reporting. He works with clients in a wide variety of industries, including not-for-profit, financial services, manufacturing and distribution, hospitality, arts and culture, and professional services.

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