Jeffrey D. Katz was recognized by Maryland SuperLawyers and an ICF Global Award Winner(Tax).
Client Reviews
Not yet reviewed
Overview
Practice Areas
|
-
30% Business
-
20% Estate Planning
-
20% Mergers / Acquisitions
-
20% Tax
-
10% Real Estate
|
Fees and Payment Types
|
Fees
Contingent (25%-49%), Fixed (Sometimes), Free Consultation (30 minutes), Hourly ($150-$550/hour)
Payment types
Cash, Check, Credit Card
|
Contact Information
|
-
JDKatz, P.C. (DC)
1050 Connecticut Avenue, NW
Tenth Floor
Washington, DC 20036
Office:
240-743-5408
View map
-
Call Select USA, LLC
4733 Bethesda Ave #345
Bethesda, MD 20814
View map
-
JDKatz, P.C.
4733 Bethesda Ave., Suite 345
Bethesda, MD 20814
Office:
240-743-5408
View map
|
|
|
Languages Spoken
|
|
About Me
Photos (9)
Videos (0)
|
A
native of Baltimore, MD Mr. Katz received his undergraduate degree from
the American University (Washington, DC) -- BS Political
Science/Justice (1994),... more
View all photos and/or videos
|
References
Client Reviews
|
How would you rate this lawyer?
If you're a current or former client, share your thoughts (anonymously, if you prefer). Would you recommend this lawyer to other clients?
Review this lawyer
|
Peer Endorsements
|
I have known Mr. Katz for well over a decade. I first met him working opposite him as opposing counsel in a negotiation in which he proved himself...
more
Endorsement from lawyer:
Matthew Simmons
, Bethesda (MD), 10 months ago
Jeff Katz is a seasoned tax attorney. His mastery of client issues and tax practice and procedure provide a wealth of benefit to his clients. He...
more
Endorsement from lawyer:
Parker Sinclair
, About 1 year ago
View all 5 endorsements
|
Résumé
License
|
14 years since Jeffrey David Katz was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Maryland |
Active
|
1997 |
02/11/2009 |
We have not found any instances of professional misconduct for this lawyer.
|
Work Experience
|
| Position |
Duration |
|
General Counsel at
Call Select USA, LLC
|
2010–present
|
|
Managing Partner at
JDKatz, P.C.
|
2000–present
|
|
TAX ASSOCIATE at
KPMG
|
1998–1999
|
See all 3 job entries
|
Education
|
| School |
Major |
Degree |
Graduated |
| University of Miami School of Law |
Taxation |
LL.M - Master of Laws |
1998 |
| Chicago-Kent College of Law Illinois Institute of Technology |
Law |
JD - Juris Doctor |
1997 |
| American University |
|
BA - Bachelor of Arts |
1994 |
| Pikesville High School |
|
|
1990 |
See all 4 degrees
|
Awards
|
| Award Name |
Granting Organization |
Date |
| LawyerWorld Global- Leading Firms |
Lawyers World Global Magazine |
2012 |
| Deal Makers 2011 Global Award |
Deal Magazine |
2012 |
| Rising Star |
SuperLawyers |
2012 |
| Super Lawyer- Maryland |
Super Lawyers |
2011 |
| Leading Advisor 100 (2011) |
Finance Monthly Magazine |
2011 |
| Deal Makers Global Award |
Deal Magazine |
2011 |
| Who's Who in American Law |
Presidential Who's Who |
2010 |
| Who's who American executives and professionals |
Who's Who Legal |
2010 |
| Global Awards 2010-- (Corporate Tax) |
International Finance Magazine |
2010 |
| Best Workplaces for Commuters |
Environmental Protection Agency |
2008 |
| DEAN'S CUP// CORPORATE TAX |
University of Miami |
1998 |
| CALI AWARD FOR THE FUTURE--ADVANCED TAX RESEARCH |
CHICAGO-KENT COLLEGE OF LAW |
1996 |
See all 12 awards
|
Associations
|
| Position |
Association Name |
Duration |
| Member |
American Bar Association |
2010-present
|
| Member |
Montgomery County Bar Association |
2000-present
|
| Member |
Maryland State Bar Association |
1997-present
|
See all 3 association entries
|
Portfolio
Contribution
|
Reputation Level 9
| Answers: |
58 |
Legal Answers |
|
2 |
Best Answers |
|
17 |
Answers marked as good |
| Guides: |
0 |
Legal Guides |
|
0 |
Staff Picks |
View all contributions
|
Cases
|
See all cases
|
Publications
|
See all 5 publications
|
Speaking Engagements
|
| Presentation Name |
Conference |
Date |
| International Law |
University of Baltimore International Law Series |
2010 |
| NYLIFE--ESTATE TAX AND LIFE INSURANCE FOR NON US PERSONS |
INTERNATIONAL TAX PLANNING WITH LIFE INSURANCE |
2006 |
| ESTATE PLANNING FOR RETIREMENT AND BEYOND |
FEGLI BENEFIT CONFERENCE |
2006 |
| TAX AND ESTATE PLANNING |
ABC'S OF FINANCIAL PLANNING FOR FEDERAL RETIREES |
2006 |
| PAYCHEX-TAX COMPLIANCE |
CORPORATE PRACTICE/TAX COMPLIANCE |
2005 |
| AMERICAN EXPRESS "WEALTH MATTER$" ESTATE PLANNING |
INTRODUCTION TO ESTATE PLANNING |
2004 |
| PRUDENTIAL SECURITIES "YOUR MONEY SERIES" |
INTRODUCTION TO ESTATE PLANNING |
2004 |
| Retirement for Federal Employees- Expect the Unexpected |
NATIONAL INSTITUTES OF HEALTH R&W FINANCE SERIES |
2001 |
| MARYLAND SALES AND USE TAX UPDATE |
LORMAN TAX (SALT) |
2000 |
See all 9 speaking engagements
|
|