Jeffrey D. Katz

Attorney Profile

Top Rated Tax Attorney in Bethesda, MD

JDKatz, P.C.
 | 3 Bethesda Metro Center, Suite 500
Bethesda, MD 20814
Phone: 240-200-5186
Fax: 301-951-0147
Selected to Super Lawyers: 2015 - 2019
Selected to Rising Stars: 2011 - 2012
Licensed Since: 1997
Practice Areas:
  • Tax: Business (40%),
  • Business/Corporate (30%),
  • Estate Planning & Probate (30%)
Attorney Profile

As managing partner for Maryland-based law firm JDKatz: Attorneys at Law, Jeffrey D. Katz primarily focuses his practice on tax and estate issues. His experience includes business and personal tax law, estate planning, wills and probate, representation of exempt organizations and tax whistleblower protection. He accepts clients across the state of Maryland, particularly in Montgomery County, as well as Northern Virginia and the District of Columbia.

After receiving a Bachelor of Arts in 1994 from American University, Mr. Katz earned his Juris Doctor from Chicago-Kent College of Law at the Illinois Institute of Technology in 1997, before completing his Master of Laws in 1998 at the University of Miami School of Law. Mr. Katz received high honors during his education, including earning a place on the dean’s list and receiving the CALI Excellence for the Future Award for outstanding achievement in corporate tax and advanced tax research. Today, he is admitted to practice law in Maryland, as well as before the U.S. Tax Court and the U.S. District Court for the District of Maryland.

In addition to representing businesses and individuals at his firm, Mr. Katz has had the opportunity to preside at administrative law hearings before the U.S. Small Business Administration, the U.S. Department of Labor, the Internal Revenue Service, the Office of the Comptroller General and the Maryland Department of Labor, Licensing and Regulation, as well as numerous other government agencies. He enjoys educating the public about legal issues and has had articles published in the Washington Business Journal, Washington Life Magazine and other notable publications. Mr. Katz is an active member of the Maryland State Bar Association and the Bar Association of Montgomery County.

 
Practice Areas
Lawyer Practice Area Pie Chart

Tax (40%): Tax Law

Business/Corporate (30%): Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations, Contracts, Business Organizations

Estate Planning & Probate (30%): Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Focus Areas

Tax Law, Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations, Contracts, Business Organizations, Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Selections

Selected to Super Lawyers for 5 yearsmiddle-imageSelected to Rising Stars for 2 years

Super Lawyers: 2015 - 2019 Rising Stars: 2011 - 2012

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About Jeffrey Katz

Admitted: 1997, Maryland

Professional Webpage: https://www.jdkatz.com/about-our-law-firm/our-staff/jeffrey-...

Honors/Awards:

  • Delta Chi, American University
  • Dean’s List, American University
  • Phi Alpha Delta, Chicago-Kent College of Law
  • CALI Excellence for the Future Award, Chicago-Kent College of Law
  • Dean’s List, Chicago-Kent College of Law
  • CALI Excellence for the Future Award, University of Miami School of Law

Bar/Professional Activity:

  • US Fourth Circuit, 2011
  • US District Court for the District of Columbia, 2011
  • Maryland, 1997
  • E\O Entrepreneur Organization, Washington DC Chapter, Finance and Philanthropy, Chair, 2014
  • United States Tax Court
  • Maryland Federal District Court
  • Maryland Circuit Court
  • Maryland District Court
  • U.S. District Court, 2007
  • U.S. Tax Court, 2003
  • Montgomery County Bar Association, Member, 2000 – Present
  • Maryland State Bar Association, Member, 1997 – Present

Pro bono/Community Service:

  • US Holocaust Memorial Museum, Young Leadership Board, 2011
  • Metropolitan Ballet Theater, Board Member, 2012
  • Rock and Roll for Children Foundation, Board Member, 2013
  • Rock and Roll for Children, Board Member, 2014
  • Metropolitan Ballet Theater, Board Member, 2013- 2014

Transactions:

  • US Buyers Counsel To Phonetime (TSX:PHT) Acquisition Of Symphony Telecommunications, Inc., 2008
  • Hechinger Corporation-Builders Square (KPMG), 1998
  • Sodexo-Marriott (KPMG), 1998
  • MCI-Worldcom (KPMG), 1998
  • Sellers Counsel, NYC Mags, Inc. Acquisition By Madison Avenue Match.Com, a Division Of IB3 Networks, Inc. (OTC:BB-IB3), 2008
  • Dilijent Solutions, LLC acquisition by KEYW Corporation, Counsel to Seller, 2012

Representative Clients:

  • Dr. Foster Research, Inc., Al Kaharma, Inc., AdAstra, Inc., The Burma Fund, Inc., 2012
  • Phonetime (TSX:PHT), 2011
  • Nicol Development, Inc., 2001
  • American General Media, Inc., Greenenbaum & Rose, 1999
  • Corporate
  • Panagos Publishing, Inc., Cable TV Montgomery, Inc., 2000
  • BF Saul, MCI Communications, Inc., Marriott Corporation, Hechinger, 1998

Educational Background:

  • American University, Washington, District of Columbia, B.A., Political Science/Justice, 1994
  • University of Miami School of Law, Coral Gables, Florida, LL.M., Taxation, 1998

Industry Groups

  • Corporate
  • Estate Planning
  • Tax
Find Me Online
Website - JDKatz
Facebook - JDKatz-Facebook
Office Location for Jeffrey D. Katz

3 Bethesda Metro Center
Suite 500
Bethesda, MD 20814

Phone: 240-200-5186

Fax: 301-951-0147

Jeffrey D. Katz:

Last Updated: 5/15/2019

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