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Jim Caskey

Director, CPA, CFP

Jim Caskey is a director in Katz, Sapper & Miller’s Healthcare Resources Group. Jim uses his decades of experience in public accounting to help businesses and individuals plan and execute tax strategies to minimize tax liability and reach financial goals. He also specializes in financial planning, assisting clients with estate planning, retirement planning, and debt management.

Prior to joining KSM, Jim served as president and CEO of an Indianapolis-based public accounting firm which provided guidance to both businesses and individuals in tax and accounting, as well as financial planning, business consulting, and personal family services. The firm also had a notable healthcare practice.

Jim graduated magna cum laude from Indiana University with a Bachelor of Science degree in business with a major in accounting. He is a Certified Public Accountant and a Certified Financial Planner.

Jim is a member of the American Institute of CPAs.

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