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Jeffrey David Katz

Business Attorney at Washington, DC

4.2   10 reviews
  • Licensed for 26 years
    State MD
    Acquired 1997
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jeffrey

Learn Jeffrey’s areas of practice.

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.

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Location

JDKatz, P.C. (DC)
1050 Connecticut Avenue, NW
Tenth Floor
Washington, DC, 20036
JDKatz, P.C.
3 Bethesda Metro Center, Suite 500
Bethesda, MD, 20814-7219
Call Select USA, LLC
4733 Bethesda Ave #345
Bethesda, MD, 20814
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Reviews

4.2 / 5.0
  10 customer reviews
5 Star
 
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20%
Posted by Ben | May 28, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Great Service, Quick call backs and very responsive
I've worked with a lot of professionals before, but I have not seen anyone as responsive as this guy. He called me back right away and was right on top of my matter. He also sent me about a dozen text messages and e-mail reminders each time we had an appointment and kept following up with me on follow up steps. The only real issue was that he was a bit OCD on the follow-ups, and I don't think that I really needed as many prompts as I got, although I didn't supply the information that they asked for right away, and they kept asking me for it. Also, while the advice was good, they really kept it very granular and producing step by step charts and letters like I had no idea what I was doing, and needed to be walked through. So while that's good for some people, I thought I got a bit more attention than I really needed. Finally, they followed up with me a few months after we finished the project to ask whether I needed anything else, and how satisfied I was with the work. I did appreciate the follow-up and didn't think they were being sales driven at all when they called.
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Posted by Brandon | April 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Insightful and passionate advocate
I spoke with four other attorneys before I went with Jeff. I retained him for assistance with my estate planning. Initially I thought I wanted a will, but I really had no idea what other options existed. Jeff was extremely thorough in evaluating all of my assets and laying out four different plans to accomplish my goals. He ultimately counseled me not to go with the two more expensive options and felt that he could achieve similar results for a lot less. I found his pricing to be upfront and fair. He was more expensive then two of the lawyers I had previously seen and a fraction of the cost of two others. I really liked the flat fee approach he offered.
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Posted by Tom | October 4, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Superb Insight, and a great listener
I had the rare privilege of working with Mr. Katz on my estate planning and my mother's estate administration. He was an empathetic and effective advocate for my position and really helped my family out at a difficult time. We had a prior attorney who didn't understand our needs, but Mr. Katz came at our situation with a different and refreshed approach. Our prior attorney had indicated that we could spend well over $20,000 in legal fees, but Mr. Katz was able to resolve our issue for a small fraction of that cost.
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Posted by ED | January 27, 2013
EXEMPLARY-OUTSTANDING-GREAT
We had a very POSITIVE experience with Attorney Jeffrey D. Katz. He was VERY interested in our situation, very thorough, very competent and knowledgeable, took action immediately calling for necessary facts to assist us right there on the spot, gave good advice, very professional yet REAL, and gets to the root of a problem. We left his office in peace. WE HIGHLY RECOMMEND Attorney Katz as a professional source for legal assistance.
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Posted by Sharon W | December 10, 2012
Problem solved!
Recently Counselor Jeffrey Katz proved to be the perfect resource for handling an unwelcome letter from the IRS about a previous return. The fact that I was in his office within days speaks to his efficiency and compassion, as well as to his experience with the IRS. Within an hour, the mess created by my confidence in an on-line tax service, my attempt to e-file my taxes myself, and confusion on the part of the IRS was effectively resolved by Counselor Katz to everyone's satisfaction. It's great to find such expertise, professionalism, and sympathy in one person when confronted with such a worrisome problem as facing the IRS . If you need tax advice or support, don't hesitate to ask him for help.
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Posted by Jim | September 21, 2012
Right on point
Jeff represented my wife and I in our estate planning. After my wife passed he also helped with the probate on her estate. He is a very knowledgeable, compassionate and fair attorney. I feel lucky to have him on my side
Posted by Bob | May 10, 2012
My dealings with attorney Jeffrey Katz
Jeffrey Katz is our estate lawyer and has also assisted us in mortgage refinancing matters. He is very knowledgeable and helpful with regard to various technical details, and he has always been very pleasant in his dealings with my wife and me. I am a non-practicing attorney so I can appreciate the extend of Jeffrey's professional knowledge and ability.
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Posted by anonymous | January 5, 2009
Client Review
Jeffrey Katz and I have co-counseld with one another on several cases. I never hesitate to recommend Jeffrey Katz to my clients who require counsel and representation in tax matters, estate planning or trusts.
Posted by Donald | June 9, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Desperate Black Family
**DESPERATE BLACK FAMILY** My wife and I required representation for a tax audit because of a rogue IRS auditor for multiple tax years. We spoke to the law office and let them know what we could afford up front. In the process of working with the law office we paid double what we could afford and was billed beyond our retainer without our knowledge. We ended up owing them in upwards of $18,000! This did not include the CPA (which shares the same office) that wanted to charge us $2500 per year for services! We did use the CPA for one year and realized the taxes were done wrong again! With discovering this we sought help from another tax office for help and our issues were resolved. Now we have an outstanding bill from JDKatz in which they seek payment for. We should not owe them anything. Clearly there has to be some sort of common sense being as though this is a law office. Be very careful when using this law office!
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Response from Jeffrey Katz June 14, 2017
While we were unable to continue our representation of “Desperate Black Family”, before the IRS relating to their tax audit spanning multiple years, I wanted to personally thank “Desperate Black Family” for taking the time to provide feedback about their experience as it provides a teachable moment for other taxpayers who are considering taking aggressive positions on their tax returns. Presently fewer than one percent (1%) of all individual tax returns are audited by the Internal Revenue Service and assigned to a live agent. According to the IRS, tax returns are selected for audit based on computer scoring. The IRS states in Publication 556 that it uses a computer program called the Discriminant Inventory Function System (DIF). The Discriminant Inventory Function System assigns a numeric score to each individual and some corporate tax returns after they have been processed. When a return is selected because of a high score under the DIF system, the potential is high that an examination of the return will result in a change to the income tax liability. Essentially, the two-fold purpose of the DIF is to identify and select tax returns for examination utilizing a pre-configured scoring formula. Each type of taxpayer and tax return is subject to a different DIF formula. There are particular items on a tax return that may cause concern, such as amounts of types of deductions claimed, or sources of income. Once a tax return is selected under the DIF program, it is then manually screened so attachments and related data can be evaluated, before it is assigned to an auditor. Again, fewer than one percent (1%) of all tax returns are assigned to IRS auditors. When systemic errors are found in a series of returns, greater emphasis and consideration is placed on the taxpayer filing those returns by the IRS. While “Desperate Black Family” describes the IRS auditor as “rogue” we do not agree with his assessment of either auditor assigned to his file. While he describes the CPA who worked on his file as doing his taxes “wrong again”, we also respectfully disagree with his assessment. Unfortunately, "Desperate Black Family" wasn't satisfied with the reality that the IRS selected their tax returns for audit, and did not accept them as filed. As experienced tax attorneys, we understand the frustration of dealing with large revenue agencies, and empathize with their feelings of helplessness and desperation. As you can see on other reviews, we take ownership of our outcomes, good and bad, and are known for taking ownership and caring deeply for our clients and customers. We appreciate honest feedback from our clients and believe that knowing where we are missing the mark helps us tackle our weaknesses as we strive to be better attorneys every single day. Therefore, we wish “Desperate Black Family” the best of luck in resolving any remaining federal and state tax issues which they may still face.
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Posted by anonymous | September 19, 2012
I didn't feel he is the right person
I hired him for my tax audit (2009/2010) .He stated that there nothing that he can do for 2010 audit.I sent a letter to IRS by myself and the issue was reasonably resolved. For my 2009 tax audit simultaneously he tried to sell me his state planning service and when I declined because I realized that information provided was not accurate he was frustrated discontinued to represent my case.
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Response from Jeffrey Katz September 21, 2012
Unfortunately, we were unable to continue our representation of the author, before the US Tax Court in connection with his tax audit. However, the author omits from his review that he actually retained our office to complete his estate planning. After we drafted documents for the author, and sent him copies of the drafts, he demanded a refund of the fees he paid for his estate planning. Unfortunately, having already completed the work, we were unable to offer a refund. The author then advised he would file a complaint with an employer assistance program (EAP) which referred him to our office, After the EAP program reviewed his complaint, and his retainer agreement, they advised him he was not entitled to a refund. He later advised us that he would continue to file complaints until he received a refund, despite The fact that he was advised that he was not entitled to a refund. The author has an outstanding balance due to our office, and may believe that he can negotiate a release from the balance due by ceasing to file these complaints. Despite the fact that we were unable to continue our representation of the author, we wished him well in his continued Tax matter.
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Cost

Rates
  • Free Consultation 30 minutes
  • Hourly Rates $ 150-550 per hour
  • Contingency 25%-49%
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • General Counsel
  • Call Select USA, LLC
  • 2010 - Present
  • Managing Partner
  • JDKatz, P.C.
  • 2000 - Present
  • Tax Associate
  • KPMG
  • 1998 - 1999

Education

  • University of Miami School of Law
  • LL.M - Master of Laws
  • 1998
  • Chicago-Kent College of Law Illinois Institute of Technology
  • JD - Juris Doctor
  • 1997
  • American University
  • BA - Bachelor of Arts
  • 1994
  • Pikesville High School
  • 1990
View all education

Sample of Legal Cases

  • HCR Manor Care v. Hyuk Yun
  • Dismised
  • CAMERON CONSULTING GROUP V. I-FEDERAL SOLUTIONS
  • PLAINTIFF
  • YUEN, PUI-LING v CARTERS 12 B CAFETERIA
  • Settled
View all legal cases

Associations

  • American Bar Association
  • Member
  • 2010 - Present
  • Montgomery County Bar Association
  • Member
  • 2000 - Present
  • Maryland State Bar Association
  • Member
  • 1997 - Present

Languages Spoken

  • English

Honors and Awards

  • Super Lawyer
  • Super Lawyers Magazine
  • 2017
  • Super Lawyer
  • Super Lawyers Magazine
  • 2016
  • Super Lawyer
  • Super Lawyers Magazine
  • 2015
  • Super Lawyer
  • Super Lawyers Magazine
  • 2014
  • Super Lawyer
  • SuperLawyers
  • 2013
  • Deal Award-2013
  • Deal Makers
  • 2013
  • Deal Award-2012
  • Deal Makers
  • 2013
  • Law Award
  • Lawyers World
  • 2013
  • Law Awards-2012
  • Lawyers World
  • 2012
  • LawyerWorld Global- Leading Firms
  • Lawyers World
  • 2012
  • Deal Makers 2011 Global Award
  • Deal Magazine
  • 2012
  • Rising Star
  • Maryland Super Lawyers
  • 2012
  • Leading Advisor 100
  • Finance Monthly Magazine
  • 2011
  • Deal Makers Global Award
  • Deal Magazine
  • 2011
  • Rising Star
  • Maryland Super Lawyers
  • 2011
  • Presidential Who's Who
  • Who's Who In American Law
  • 2010
  • Who's Who Legal
  • Who's Who American Executives & Professionals
  • 2010
  • Global Awards 2010-- (Corporate Tax)
  • International Finance Magazine
  • 2010
  • Best Workplaces for Commuters
  • Environmental Protection Agency
  • 2008
  • Deans's Cup / Corporate Tax
  • University of Miami School of Law
  • 1998
  • CALI Award for the Future - Advanced Tax Research
  • Chicago-Kent College of Law
  • 1996
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Speaking Engagements

  • INTERNATIONAL TAX PLANNING WITH LIFE INSURANCE
  • NYLIFE--ESTATE TAX AND LIFE INSURANCE FOR NON US PERSONS
  • 2006
  • FEGLI Benefit Conference
  • ESTATE PLANNING FOR RETIREMENT AND BEYOND
  • 2006
  • ABC'S OF FINANCIAL PLANNING FOR FEDERAL RETIREES
  • TAX AND ESTATE PLANNING
  • 2006
  • CORPORATE PRACTICE/TAX COMPLIANCE
  • PAYCHEX-TAX COMPLIANCE
  • 2005
  • INTRODUCTION TO ESTATE PLANNING
  • AMERICAN EXPRESS "WEALTH MATTER$" ESTATE PLANNING
  • 2004
  • INTRODUCTION TO ESTATE PLANNING
  • PRUDENTIAL SECURITIES "YOUR MONEY SERIES"
  • 2004
  • NATIONAL INSTITUTES OF HEALTH R&W FINANCE SERIES
  • Retirement for Federal Employees - Expect the Unexpected
  • 2001
  • Lorman Tax (SALT)
  • MARYLAND SALES AND USE TAX UPDATE
  • 2000
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Attorney endorsements

Received (9)
Given (26)
Endorse Jeffrey
Estate planning Attorney | Feb 05
Relationship: Worked together on matter
"Jeffrey Katz is the smartest person in the room. He is a premier attorney in his field. He is not only knowledgeable and informed, he is also highly-experienced. I have gone to Jeff several times with legal/financial issues and he provided a creative and workable solution every time. If you are looking for an attorney to assist you with estate planning or an issue related to managing your wealth, then you owe it to yourself to meet with Jeffrey Katz."
Estate planning Attorney | Apr 25
Relationship: Worked together on matter
"I endorse this lawyer."
Business Attorney | May 24
Relationship: Worked together on matter
"I endorse this lawyer. Jeff is a thorough lawyer and a pleasure to work with."
Estate planning Attorney | May 15
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Apr 13
Relationship: Worked together on matter
"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 to be a tough and uniquely gifted negotiator. Since then, I have worked with him as co-counsel on a number of matters and in each instance he has displayed insight and intellect on a par with the very best in the profession. Indeed, I consider Mr. Katz to be one of the very brightest attorneys I know."
Tax Attorney | Feb 10
Relationship: Worked for lawyer
"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 routinely achieves results that exceed clients' expectations."
Tax Attorney | Feb 10
Relationship: Worked for lawyer
"Jeffrey is a thoughtful and incredibly bright attorney. He has taken his Big 6 experience and built a great firm with ambitious attorneys. Jeff is a very astute tax and business attorney, with 10 years of providing exceptional service."
Tax Attorney | Jan 06
Relationship: Worked together on matter
"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."
Corporate and incorporation Attorney | Jan 02
Relationship: Worked together on matter
"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."
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