Mark A. Kassens

A shareholder since January 2019, Mark contributes technical expertise and a dedication to client service taking pride in client success. At heart, Mark is a problem-solver who embraces complex issues and, his ability to leverage expertise with his network of other specialists across Brady Ware, provides value to accomplish the client’s goals. He is a trusted advisor to his clients and specializes in providing tax compliance and advice as well as financial problem-solving. Additionally, Mark leads the firm’s trust, estate, and business succession group.

Attributes & Approach

• Specialized leadership by navigating the complexities of trust and estate matters and offering tailored solutions to each business’s needs.
• An approachable personality ensures that clients feel at ease, offering insights in understandable terms, and fostering an elevated yet comfortable client experience.
• Tax advice is done right the first time to avoid complications down the line.

Background

Mark’s professional journey began at a large regional firm in 1996 and he earned his CPA license in 1999.  He joined Brady Ware in 2019 as part of a merger with Rodefeld, Kassens & North in Richmond, IN.  He holds his bachelor’s degree in business administration from the University of Alabama.

Education

University of Alabama, BA in Business Administration

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA), Member
• Indiana CPA Society (INCPA), Member
• Independent Member of BDO Alliance, USA

Professional Certifications

Certified Public Accountant, Indiana

Publications

“What to consider as the estate and gift tax exemption nears expiration”
Published: Smart Business Columbus Magazine September 2024