Jeffrey Katz

Jeffrey Katz Email and Phone Number

JDKatz, P.C. | Founder & CEO | EO: DC: | Creating value and driving innovation in tax, estate planning, corporate, and business law. @ JDKatz: Attorneys at Law
Jeffrey Katz's Location
Bethesda, Maryland, United States, United States
Jeffrey Katz's Contact Details
About Jeffrey Katz

I believe that inside every good attorney lies a great attorney. I opened my own solo law practice and grew it into a mid-sized law firm over the last twenty years. As the founder and managing partner of JDKatz, P.C., I lead a team providing high-value legal services supplied by innovative, creative, and smart lawyers. I opened the practice after leaving a big six accounting firm, KPMG. I received my undergraduate degree from The American University (Washington, DC), Law degree from the Chicago-Kent College of Law, and Masters of Taxation (LLM) from the University of Miami.At KPMG, I provided corporate, M&A, and estate planning advice to C Level executives at Fortune 500 companies, including MCI/Worldcom, Sodexho/Marriott, and Hechinger Co.Today, I represent “C” level executives and their families in their personal and estate planning matters.My estate planning practice focuses on comprehensive planning which is both cost-effective and impactful. I take a special interest in charitable planning, and plans which allow grantors to impart their values to their beneficiaries. I also frequently serve as a Trustee and have administered over $100 million in estate and trust assets.I am a frequent contributor to publications and periodicals, with recent articles appearing in Bloomberg/BNA, Inc., The Washington Business Journal, and a frequent speaker for NBI and myLawCLE.I have helped a roster of national and international clients, both individual and corporate, grapple with a range of legal and business issues. I handle business formations, business sales, and business disputes, commercial real estate transactions, complex estate planning, elder care issues, and state and federal tax disputes.

Jeffrey Katz's Current Company Details
JDKatz: Attorneys at Law

Jdkatz: Attorneys At Law

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JDKatz, P.C. | Founder & CEO | EO: DC: | Creating value and driving innovation in tax, estate planning, corporate, and business law.
Jeffrey Katz Work Experience Details
  • Jdkatz: Attorneys At Law
    Chief Executive Officer
    Jdkatz: Attorneys At Law Sep 2000 - Present
    Bethesda, Md, Us
    With over 5,000 estate plans under his belt, Jeffrey D. Katz knows tax and estate planning. A Bethesda based tax attorney, he advises clients how to protect their families' assets, provides for their kids, and helped keep assets within their families, and out of the government's hands.
  • Jdkatz: Attorneys At Law
    Managing Partner
    Jdkatz: Attorneys At Law Sep 2000 - Present
    Bethesda, Md, Us
  • Beyondcounsel, Llc
    Founder
    Beyondcounsel, Llc 2018 - Present
  • Kpmg, Llp
    Tax Specialist
    Kpmg, Llp Jun 1998 - Sep 2000
    New York, Ny, Us

Jeffrey Katz Skills

Estate Planning Corporate Law Legal Advice Tax Commercial Litigation Tax Law Wills Legal Research Corporate Tax Trusts Real Estate Transactions Trial Practice Estate Administration Arbitration Appeals Mediation Employment Law Personal Injury Business Litigation Management Business Transactions Commercial Real Estate Powers Of Attorney Strategic Planning Mergers And Acquisitions Program Management Probate Due Diligence Civil Litigation Legal Writing Litigation Contract Negotiation Courts Small Business

Jeffrey Katz Education Details

  • University Of Miami School Of Law
    University Of Miami School Of Law
    Tax
  • Chicago-Kent College Of Law, Illinois Institute Of Technology
    Chicago-Kent College Of Law, Illinois Institute Of Technology
    Tax Law/Taxation
  • American University
    American University
    Political Science/ Justice

Frequently Asked Questions about Jeffrey Katz

What company does Jeffrey Katz work for?

Jeffrey Katz works for Jdkatz: Attorneys At Law

What is Jeffrey Katz's role at the current company?

Jeffrey Katz's current role is JDKatz, P.C. | Founder & CEO | EO: DC: | Creating value and driving innovation in tax, estate planning, corporate, and business law..

What is Jeffrey Katz's email address?

Jeffrey Katz's email address is je****@****atz.com

What is Jeffrey Katz's direct phone number?

Jeffrey Katz's direct phone number is +120227*****

What schools did Jeffrey Katz attend?

Jeffrey Katz attended University Of Miami School Of Law, Chicago-Kent College Of Law, Illinois Institute Of Technology, American University.

What skills is Jeffrey Katz known for?

Jeffrey Katz has skills like Estate Planning, Corporate Law, Legal Advice, Tax, Commercial Litigation, Tax Law, Wills, Legal Research, Corporate Tax, Trusts, Real Estate Transactions, Trial Practice.

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