Skip to main content
Jeffrey David Katz

Jeffrey David Katz

Practice areas:

Business, Estate Planning, Tax, Mergers & Acquisitions, Real Estate

About Me

A
native of Baltimore, MD Mr. Katz 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.

More 

Photos and Videos

1549526 1268232900

1549526 1286510929

1549526 1286511051

1549526 1297876403

Practice Areas

Licensed since 1997

  1. Business: 30%
  2. Mergers & Acquisitions: 20%
  3. Tax: 20%
  4. Estate Planning: 20%
  5. Real Estate: 10%

Payment

Fees:

Hourly ($150-550/hour), Contingent (25-49%), Fixed (Sometimes), Free Consultation (30 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

9 total 

  • No photo

    Jeff Katz is an incredibly talented corporate and tax attorney. Mr. Katz does a brillant job handling complex corporate transactions, such as contract negotiations, mergers, and the sale or purchase of corporations and/or their assets. What sets Mr. Katz's apart from his competition, is his ability to structure transactions in the most tax adventageous way without additional cost to his clients.

    More 

    Elizabeth Hughes
    Relationship: Worked together on matter

  • Peter Daniel Antonoplos

    I endorse this lawyer. Jeff is an absolute pleasure to work with. He is a trusted advisor and a skilled attorney who has a dynamic grasp of tax law. I trust referring my clients to him knowing they will receive the highest level of service.

    More 

    Peter Antonoplos Real Estate Attorney
    Relationship: Worked together on matter

Contact Info

JDKatz, P.C.

3 Bethesda Metro Center, Suite 800
Bethesda, MD, 20814-7219

JDKatz, P.C. (DC)

1050 Connecticut Avenue, NW
Tenth Floor
Washington, DC, 20036

Call Select USA, LLC

4733 Bethesda Ave #345
Bethesda, MD, 20814

More 

Resume

License
StateStatusAcquiredUpdated
MDActive199706/08/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Deal Award-2013Deal Makers2013
Law AwardLawyers World2013
Deal Award-2012Deal Makers2013
Deal Makers 2011 Global AwardDeal Magazine2012
LawyerWorld Global- Leading FirmsLawyers World2012
Rising StarMaryland Super Lawyers2012
Law Awards-2012Lawyers World2012
Leading Advisor 100Finance Monthly Magazine2011
Rising StarMaryland Super Lawyers2011
Deal Makers Global AwardDeal Magazine2011
Presidential Who's WhoWho's Who In American Law2010
Who's Who LegalWho's Who American Executives & Professionals2010
Global Awards 2010-- (Corporate Tax)International Finance Magazine2010
Best Workplaces for CommutersEnvironmental Protection Agency2008
Deans's Cup / Corporate TaxUniversity of Miami School of Law1998
CALI Award for the Future - Advanced Tax ResearchChicago-Kent College of Law1996

Work Experience
TitleCompany NameDuration
General CounselCall Select USA, LLC2010 - Present
Managing PartnerJDKatz, P.C.2000 - Present
Tax AssociateKPMG1998 - 1999

Associations
Association NamePosition NameDuration
American Bar AssociationMember2010 - Present
Montgomery County Bar AssociationMember2000 - Present
Maryland State Bar AssociationMember1997 - Present

Legal Cases
Case NameOutcome
Johnson v. JoynerVerdict for Plainitff
Milford Don Thomas and Sierra Insulation v. LakeRecievership
HCR Manor Care v. Hyuk YunDismised

See all Legal Cases 

Publications
Publication NameTitleDate
Amazon KindleThe Maryland Sales and Use Tax Survival Guide2014
Washington Business JournalBethesda attorney Jeffrey Katz expects to grow this year2010
Washington Business JournalDeductible Health Care Expenses: Your Treasure Island?2004
Washington Business JournalRight Tax Structure Could Energize Slumbering Business2003
Washington Business JournalIn Estate Planning, It's Important to Touch All the Bases2002
Washington Life MagazineCharitable Giving: Tis Better to Give and Receive2002

Education
School NameMajorDegreeGraduated
University of Miami School of LawTaxationLL.M - Master of Laws1998
Chicago-Kent College of Law Illinois Institute of TechnologyLawJD - Juris Doctor1997
American UniversityN/ABA - Bachelor of Arts1994
Pikesville High SchoolN/AN/A1990

Speaking Engagements
Conference NameTitleDate
University of Baltimore International Law SeriesInternational Law2010
INTERNATIONAL TAX PLANNING WITH LIFE INSURANCENYLIFE--ESTATE TAX AND LIFE INSURANCE FOR NON US PERSONS2006
FEGLI Benefit ConferenceESTATE PLANNING FOR RETIREMENT AND BEYOND2006
ABC'S OF FINANCIAL PLANNING FOR FEDERAL RETIREESTAX AND ESTATE PLANNING2006
CORPORATE PRACTICE/TAX COMPLIANCEPAYCHEX-TAX COMPLIANCE2005
INTRODUCTION TO ESTATE PLANNINGAMERICAN EXPRESS "WEALTH MATTER$" ESTATE PLANNING2004
INTRODUCTION TO ESTATE PLANNINGPRUDENTIAL SECURITIES "YOUR MONEY SERIES"2004
NATIONAL INSTITUTES OF HEALTH R&W FINANCE SERIESRetirement for Federal Employees - Expect the Unexpected2001
Lorman Tax (SALT)MARYLAND SALES AND USE TAX UPDATE2000