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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.
5
Practice Areas
26 years | 96 cases
26 years | 2,000 cases
Free Consultation
$0 first 30 minutes
$ 150-550 per hour
25%-49%
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Chat withState: Maryland
Acquired: 1997
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1050 Connecticut Avenue, NW, Tenth Floor, Washington, DC, 20036
3 Bethesda Metro Center, Suite 500, Bethesda, MD, 20814-7219
4733 Bethesda Ave #345, Bethesda, MD, 20814
10 Client Reviews
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 ...
"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."
"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."
"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."
"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."
"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 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."
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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
2010 - Present
General Counsel, Call Select USA, LLC
2000 - Present
Managing Partner, JDKatz, P.C.
1998 - 1999
Tax Associate, KPMG
2010 - Present
American Bar AssociationMember
2000 - Present
Montgomery County Bar AssociationMember
1997 - Present
Maryland State Bar AssociationMember
Dismised
PLAINTIFF
Settled
Settled
Dismised with Prejudice
Interplead Dependent Dismissed
Recievership
Verdict for Plainitff
SETTLED
Unknown
PENDING
1998
LL.M - Master of Laws
1997
JD - Juris Doctor
1994
BA - Bachelor of Arts
1990
2016
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2016
2010
2006
NYLIFE--ESTATE TAX AND LIFE INSURANCE FOR NON US PERSONS
2006
ESTATE PLANNING FOR RETIREMENT AND BEYOND
2006
TAX AND ESTATE PLANNING
2005
PAYCHEX-TAX COMPLIANCE
2004
AMERICAN EXPRESS "WEALTH MATTER$" ESTATE PLANNING
2004
PRUDENTIAL SECURITIES "YOUR MONEY SERIES"
2001
Retirement for Federal Employees - Expect the Unexpected
2000
MARYLAND SALES AND USE TAX UPDATE
2016
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English
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