10 JAN 2025 / PEOPLE UPDATES

KSM Elevates Five Professionals to Partner Status

- MYCPE ONE Insights Team

Summary

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Advisory, tax, and audit firm KSM has promoted five individuals to partnership positions. These new partners, who demonstrated significant technical expertise, strategic leadership, and a commitment to excellence, include Angie Monahan, Sarah Schenkel, Ali Todd, Jacob Weide, and Amy Zimmer.

KSM (Katz, Sapper & Miller), a leading advisory, tax, and audit firm, has announced the promotion of five individuals to the partnership, effective January 1, 2025. These professionals have demonstrated exceptional technical expertise, strategic leadership, and a commitment to excellence, contributing significantly to the firm's success.

New Partners:

• Angie Monahan: A member of KSM’s State & Local Tax Group, Angie educates multistate clients on tax regulations across all 50 states, helping them find tax efficiencies while ensuring compliance. She also consults on strategies to manage state and local tax positions. Angie holds a Bachelor of Science degree in psychology from Indiana University and a Juris Doctor from Loyola University Chicago School of Law.

• Sarah Schenkel: As a member of KSM’s Audit & Assurance Services Group, Sarah assists clients in navigating the evolving landscape of financial reporting and accounting standards. She ensures clients are up to date on best practices and operational controls to make informed business decisions. Sarah graduated summa cum laude from Manchester University with a Bachelor of Science degree in financial accounting.

• Ali Todd: A member of KSM’s Business Advisory and Veterinary Services Groups, Ali works closely with clients to understand their challenges and provide practical solutions, including tax planning, operational financial management consulting, and creating action plans to enhance profits. She earned a Bachelor of Arts degree in economics from DePauw University and a Master of Professional Accounting degree from Indiana University’s Kelley School of Business.

• Jacob Weide: As a member of KSM’s Business Advisory Group, Jacob has extensive experience in tax compliance, income tax accounting, tax consulting, and other tax planning matters. He serves clients ranging from high-growth start-ups to large public and private corporations, providing advice to minimize tax liabilities and exposure. Jacob graduated summa cum laude from Wittenberg University with a Bachelor of Arts degree in management and accounting.

• Amy Zimmer: A member of KSM’s State & Local Tax Group, Amy specializes in multistate income tax compliance and consulting for businesses and their owners. Her work includes negotiating and implementing voluntary disclosure agreements, coordinating multistate tax research, and assisting with complex multistate tax compliance. Amy holds a Bachelor of Science degree in accounting from Ball State University.

These promotions reflect KSM's dedication to fostering talent and ensuring continued excellence in serving its clients.

Until next time…

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KSM Elevates Five Professionals to Partner Status

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