Jeffrey David Katz, Lawyer
  • Lawyer
  • Business · Mergers and Acquisitions

Jeffrey David Katz

3.9 7

  • Titles & Designations: …

  • First Admitted: 1997

  • Position: Member

  • Born in: …

  • Free Consultation

  • Free Consultation Length: 30 mins

Areas of Practice

Business

Num cases
96
Percent of cases
30%
Years practiced
17

Mergers and Acquisitions

Percent of cases
20%

Tax

Percent of cases
20%

Estate Planning

Num cases
2000
Percent of cases
20%
Years practiced
17

Real Estate

Percent of cases
10%

Elder Law

About

  • No Misconduct

Licenses & Admissions

License

Maryland

1997

Active

Admission

1997, Maryland

Languages

Unspecified

About Jeffrey David Katz

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.

Education

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

American University, B.A., 1994

University

Chicago-Kent College of Law, Illinois Institute of Technology, J.D., 1997

Law School

University of Miami, LL.M., 1998

Law School

Experience

General Counsel

Call Select USA, LLC

2010 - Present

Managing Partner

JDKatz, P.C.

2000 - Present

Tax Associate

KPMG

1998 - 1999

Cases

HCR Manor Care v. Hyuk Yun
CAMERON CONSULTING GROUP V. I-FEDERAL SOLUTIONS
YUEN, PUI-LING v CARTERS 12 B CAFETERIA

Memberships & Associations

American Bar Association

Member

2010 - Present

Montgomery County Bar Association

Member

2000 - Present

Maryland State Bar Association

Member

1997 - Present

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

Global Awards 2010-- (Corporate Tax)

International Finance Magazine

2010

Who's Who Legal

Who's Who American Executives & Professionals

2010

Presidential Who's Who

Who's Who In American Law

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

Publications

Amazon Kindle

The Maryland Sales and Use Tax Survival Guide

2014

Speaking Engagements

myLawCLE

2016

Federal Bar Association

2016

Federal Bar Association

2016

Federal Bar Association

2016

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

Hobbies & Interests

Unspecified

Associated Firms

JD Katz, P.C.

Law Firm

Ratings & Reviews

Average Rating

Based on 7 reviews

3.9

Jeffrey David Katz

3.9 7