
Practice Areas: Tax, Estate planning & probate, Business & corporate; view more
Licensed in New York since: 1991
Education: University of Pennsylvania Law School
Call today:
631-683-8700
Katz Chwat, P.C.
175 Broadhollow Rd.Suite 130
Melville, NY 11747 Visit website
Details
Neil D. Katz is the managing partner of Katz Chwat, P.C., located in Melville, New York. Providing representation to business and individual clients throughout Nassau and Suffolk counties and other parts of the New York City metropolitan area. Mr. Katz provides assistance and guidance to clients with their complex estate planning matters, tax planning at both the federal and state level in all areas of taxation and represents clients in corporate transactions such as acquisitions. He is also the firm's managing partner and is responsible for the administration of the firm and its varied practice areas.
Mr. Katz received a Bachelor of Business Administration from Hofstra University in 1988. He then went on to attend the University of Pennsylvania School of Law and was awarded his Juris Doctor in 1991. He is also a 1994 recipient of an LL.M. in taxation from New York University School of Law.
Admitted to practice in New York, Mr. Katz has represented his clients before the U.S. Tax Court, various administrative levels of the Internal Revenue Service and New York state and New York City taxing authorities. He is a developer of and the principal lecturer for Katz Tax Seminars LLC, an organization that is registered with the National Association of State Boards of Accountancy for continuing education geared toward tax professionals. Mr. Katz is a noted provider of tax education to the CPA community, where he is frequently called on to lecture for CPA firm and the professional organizations, including the New York Society of CPAs and the National Conference of CPA practitioners. He is a member of the American, New York State and Nassau and Suffolk County Bar Associations, as well as being a member of both the Nassau and Suffolk Estate Planning Councils, having previously served as the President of the Suffolk County council. For over 25 years he was a professor of Taxation in the Frank G. Zarb School of Business at Hofstra University, where he taught in both the undergraduate accounting program and the school's graduate-level taxation program.Â
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Practice areas
Tax: business, Estate planning & probate, Business/corporate, Tax: consumerFocus areas
Tax law, Estate planning, Living wills, Power of attorney, Probate & estate administration, Trusts, Wills, Business formation and planning, Limited liability companies, Partnership, Sub-chapter s corporations, Contracts, Business organizations
- 30% Tax: business
- 30% Estate planning & probate
- 20% Business/corporate
- 20% Tax: consumer
First Admitted: 1991, New York
Professional Webpage: https://katzchwat.com/attorneys/neil-d-katz-managing-partner...
- Hofstra University, B.B.A., Accounting, 1988
- New York University, LL.M., Taxation, 1994
- Member, American Bar Association
- Member, New York State Bar Association
- Member, Nassau County Bar Association
- Member, Suffolk County Bar Association
- Member and Past President, Suffolk County Estate Planning Council
- Member, Nassau County Estate Planning Council
- 40 Rising Stars Under 40, LIBN, 2001
- Top Legal Eagle - Corporate, Contracts & Business Law, LI Pulse, 2014
- Leadership in Law, Long Island Business News, 2017
- , Accredited Estate Planner, National Academy of Estate Planners and Councils
- State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Co-Author, State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Nassau Lawyer, 2019
- Finance Matters, Finance Matters , Newsday - 50 Plus, 2018
- The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues, Co-Author, The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues., The Journal of Taxation, 2017
- The Tax Implications of Divorce Part I– Alimony, Co-Author, The Tax Implications of Divorce Part I– Alimony, The Journal of Taxation, 2017
- Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Co-Author, Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Nassau Lawyer, 2014
- iPad: Changing Computing for Lawyers, Co-Author, iPad: Changing Computing for Lawyers, Nassau Lawyer , 2012
- What Planners Needs to Know About Portability, Co-Author, What Planners Needs to Know About Portability, CPA Journal, 2011
- Death in 2010: Federal Estate Tax Election, Co-Author, Death in 2010: Federal Estate Tax Election, NYS Bar Association's Elder Law Attorney, 2011
- Tax Consequences of the Marriage Equality Act, Co-Author, Tax Consequences of the Marriage Equality Act, Suffolk Lawyer, 2011
- The Carry-Over Basis Dilemma, Co-Author, The Carry-Over Basis Dilemma, Nassau Lawyer, 2010
- New Preparer Penalties: Let's Be Careful Out There, Co-Author, New Preparer Penalties: Let's Be Careful Out There, CPA Journal , 2008
Selections
- Super Lawyers: 2016 - 2022