Jeffrey David Katz – Managing Partner & Tax Attorney
Location: Bethesda, Maryland
Mr. Katz, a native of Baltimore, MD, received his undergraduate degree from the American University (Washington, DC) — BS Political Science/Justice (1994), law degree from the Chicago-Kent College of Law in 1997, and Masters of Taxation (LLM) from the University of Miami (Coral Gables, FL) in 1998. Mr. Katz academic record placed him on the Dean’s List for second and third years of Law School, and he was awarded the CALI award for outstanding achievement in Advanced Tax Research at the Juris Doctorate Level, and in Corporate Tax at the LLM level.
As a tax and business attorney, Mr. Katz began his career with the accounting firm KPMG/Peat Marwick, LLP (now known as KPMG, LLP) at the firm’s Mid-Atlantic Tax Practice, providing Corporate, M&A, and Asset Protection advice to star-studded Fortune 500 clientele, inclusive of MCI/Worldcom, Sodexho/Marriott, and Hechinger Co., local business such as First Maryland Bancorp (now M&T Bank), B.F Saul Co. (Chevy Chase Bank), Crestar Bank, N.A. (now SunTrust), Genesis HealthCare (now NeighborCare) and ACSI, Inc. (E.Spire Communications), and international clients such as Wartsila N.S.D. Since entering private law practice, Katz has continued to provide high-value representation in to corporate and individual clients alike, whether based nearby or from all corners of the globe.
This background has equipped Mr. Katz to help a roster of national and international clients, both individual and corporate, grapple with a range of legal and business issues. He handles business formations, business sales, and business disputes, commercial real estate transactions, complex estate planning, elder care issues, and state and federal tax disputes.
Mr. Katz’s track record of success is not limited to the boardroom, but also extends to administrative law hearings before the Internal Revenue Service, Comptroller’s Office, MD Department of Labor Licensing and Regulation, Small Business Administration, US Department of Labor, and various other state, local, and administrative agencies.
Mr. Katz is a member of the Maryland bar, the Montgomery County Bar Association, the Maryland State Bar Association, and is admitted to practice before the Maryland District and Circuit Courts, the Maryland Federal District Court, and the United States Tax Court.
Mr. Katz is a frequent contributor to publications and periodicals, with recent articles having appeared in Washington Life Magazine, The Washington Business Journal, and The Commercial Real Estate News.
Areas of Practice
- Trusts & Estates
- Tax Whistleblowers and Tax Qui Tam
- Wills & Probate
- Exempt Organizations
- Capital Services
- Maryland, 1997
- U.S. Tax Court, 2003
- U.S. District Court, 2007
University of Miami School of Law, Coral Gables, Florida
- LL.M. – 1998
- Honors: CALI Excellence for the Future Award– Corporate Tax
Chicago-Kent College of Law, Illinois Institute of Technology, Chicago, Illinois
- J.D. – 1997
- Honors: Dean’s List
- Honors: CALI Excellence for the Future Award– Advanced Tax Research
- Honors: Phi Alpha Delta
American University, Washington, District of Columbia
- B.A. – 1994
- Honors: Dean’s List
- Honors: Delta Chi
- Honors: District of Columbia Advisory Neighborhood Commissioner 3D, 1993-1994
Professional Associations and Memberships
- Maryland State Bar Association, Member, 1997 – Present
- Montgomery County Bar Association, Member, 2000 – Present