Katz, Sapper & Miller has promoted Casse Tate and Chad Halstead to partner. Tate’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 tax law knowledge to develop strategies to minimize tax liability and maximize savings for her clients. Tate works with companies across multiple industries including not-for-profit, technology, and construction.
She 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.
Tate received both a Bachelor of Arts degree in accounting and a Master of Science degree in accounting from Ball State University. She is a member of the American Institute of CPAs and the Indiana CPA Society. Tate is a board member of the Ball State Accounting Advisory Council and an emeritus member of Dress for Success Indianapolis. Additionally, she is a 2010 graduate of the United Way of Central Indiana’s leadership development program, Leadership United.
Halstead has a background in analytical research and technical review of federal tax issues. He identifies innovative solutions to minimize taxes for his clients. Halstead 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.
Additionally, he is a member of the firm’s restructuring and bankruptcy services group. Halstead graduated magna cum laude with a Bachelor of Science degree in business administration from Indiana University, and he received his Juris Doctorate from the Indiana University Maurer School of Law.
Halstead is a member of the Indiana State Bar Association and Indianapolis Bar Association, where he serves as chair of the Tax Section. He is admitted to practice law in the state of Indiana.