Jeffrey David Katz

Jeffrey David Katz

4.2
Rating: 10.0

Licensed for 28 years

Business Lawyer at Washington, DC
Practice Areas: Business, Estate Planning, Tax ... +2 more

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

About Jeffrey

Biography

Practice Areas

5

Practice Areas

Business 30%

26 years | 96 cases

30%
Estate Planning 20%

26 years | 2,000 cases

20%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes

Hourly Rates

$ 150-550 per hour

Contingency

25%-49%


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Maryland for 28 years

State: Maryland

Acquired: 1997

Active

No misconduct found

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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Jeffrey David Katz's Reviews

Avvo Review Score

4.2 /5.0

10 Client Reviews

Filter Avvo Reviews (10) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 1 of 1 review | General Knowledge

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.

See All Client Reviews

Jeffrey David Katz's Lawyer Endorsements

Endorse Jeffrey
Donald Matthew Knepper headshot
Donald Knepper

Estate planning lawyer | 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."

Darren Michael Margolis headshot
Darren Margolis

Estate planning lawyer | Apr 25

Relationship: Worked together on matter

"I endorse this lawyer."

Daniel M Clements headshot
Daniel Clements

Business lawyer | May 24

Relationship: Worked together on matter

"I endorse this lawyer. Jeff is a thorough lawyer and a pleasure to work with."

Peter Lawrence Casciano headshot
Peter Casciano

Estate planning lawyer | May 15

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Matthew H Simmons headshot
Matthew Simmons

Tax lawyer | 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."

Parker Mills Sinclair headshot
Parker Sinclair

Tax lawyer | 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."

Eric Paul Gros-Dubois headshot
Eric Gros-Dubois

Tax lawyer | 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."

Peter Daniel Antonoplos headshot
Peter Antonoplos

Tax lawyer | 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."

Elizabeth Hughes headshot
Elizabeth Hughes

Corporate and incorporation lawyer | 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."

View All Endorsements
Elizabeth Joan McInturff headshot
Elizabeth McInturff

Litigation lawyer

Kelly Lynn Burchell headshot
Kelly Burchell

Business lawyer

James R. Tate headshot
James Tate

Litigation lawyer

Donald Matthew Knepper headshot
Donald Knepper

Trusts lawyer

Erik C Johnson headshot
Erik Johnson

Mediation lawyer

Jeremy D Rachlin headshot
Jeremy Rachlin

Litigation lawyer

Elizabeth Hughes headshot
Elizabeth Hughes

Corporate and incorporation lawyer

Daniel Stuart Klapman headshot
Daniel Klapman

Commercial real estate lawyer

Brendan Patrick Kelleher headshot
Brendan Kelleher

Employment and labor lawyer

Heather Ann Frazier headshot
Heather Frazier

Telecommunications lawyer

Stephen Brett Gerald headshot
Stephen Gerald

Bankruptcy and debt lawyer

Darren Michael Margolis headshot
Darren Margolis

Car accident lawyer

Helen Batsheva Bloch headshot
Helen Bloch

Family lawyer

Daniel M Clements headshot
Daniel Clements

Wrongful death lawyer

David Charles Ellin headshot
David Ellin

Medical malpractice lawyer

Peter Lawrence Casciano headshot
Peter Casciano

Social Security & Disability lawyer

Matthew H Simmons headshot
Matthew Simmons

Litigation lawyer

Jennifer Yaseen Gutterman headshot
Jennifer Gutterman

Administrative law lawyer

Experience

Rating:  10.0 (Superb)

Honors

2017

Super Lawyer, Super Lawyers Magazine

2016

Super Lawyer, Super Lawyers Magazine

2015

Super Lawyer, Super Lawyers Magazine

2014

Super Lawyer, Super Lawyers Magazine

2013

Super Lawyer, SuperLawyers

2013

Deal Award-2013, Deal Makers

2013

Deal Award-2012, Deal Makers

2013

Law Award, Lawyers World

2012

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

2011

Leading Advisor 100, Finance Monthly Magazine

2011

Deal Makers Global Award, Deal Magazine

2011

Rising Star, Maryland Super Lawyers

2010

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

2008

Best Workplaces for Commuters, Environmental Protection Agency

1998

Deans's Cup / Corporate Tax, University of Miami School of Law

1996

CALI Award for the Future - Advanced Tax Research, Chicago-Kent College of Law

Work Experience

2010 - Present

General Counsel, Call Select USA, LLC

2000 - Present

Managing Partner, JDKatz, P.C.

1998 - 1999

Tax Associate, KPMG

Associations

2010 - Present

American Bar Association

Member

2000 - Present

Montgomery County Bar Association

Member

1997 - Present

Maryland State Bar Association

Member

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

Goode v. Velsicol Chemical Corporation

Settled

MED-ECORP INC v ZHANG

Dismised with Prejudice

PANAGOS PUBLISHING INC v POLITZ

Interplead Dependent Dismissed

Milford Don Thomas and Sierra Insulation v. Lake

Recievership

Johnson v. Joyner

Verdict for Plainitff

AZIZ V. IRAQ

ALDANA AND ASSOCIATES PSC LTD V GELDRES

SETTLED

Walsh v. Sweeney

Unknown

AOT LIMITED v CARIBBEAN PETROLEUM CORPORATION

PENDING

See More Legal Cases

Education

1998

University of Miami School of Law

LL.M - Master of Laws

1997

Chicago-Kent College of Law Illinois Institute of Technology

JD - Juris Doctor

1994

American University

BA - Bachelor of Arts

1990

Pikesville High School

Speaking Engagements

2016

2016

2010

University of Baltimore International Law Series International Law

2006

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

2005

CORPORATE PRACTICE/TAX COMPLIANCE

PAYCHEX-TAX COMPLIANCE

2004

INTRODUCTION TO ESTATE PLANNING

AMERICAN EXPRESS "WEALTH MATTER$" ESTATE PLANNING

2004

INTRODUCTION TO ESTATE PLANNING

PRUDENTIAL SECURITIES "YOUR MONEY SERIES"

2001

NATIONAL INSTITUTES OF HEALTH R&W FINANCE SERIES

Retirement for Federal Employees - Expect the Unexpected

2000

Lorman Tax (SALT)

MARYLAND SALES AND USE TAX UPDATE

Publications

Languages

English

Activity

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