Jeffrey David Katz

Jeffrey David Katz

JDKatz, P.C. (DC) | JDKatz, P.C. | Call Select USA, LLC β€’ Washington, DC
TaxEstate PlanningHealthcarePersonal InjuryReal Estate

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Contact

Email
Phone
(202) 953-5373
Address
1050 Connecticut Avenue, Washington, DC, 20036, US

Professional

About

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.

About Tax Law

Tax attorneys help individuals and businesses with tax planning, compliance, and disputes with tax authorities. They work to minimize tax liability and resolve IRS issues. Common matters include tax planning, irs audits, tax disputes, business tax.

Credentials

Education
1998 University of Miami School of Law LL.M - Master of Laws 1997 Chicago-Kent College of Law Illinois Institute of Technology JD - Juris Doctor 1994 American University BA - Bachelor of Arts 1990 Pikesville High School
Languages
English

Recognition & Involvement

Awards
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
Publications
2016 Bloomberg Corporate Law Journal Thriving Captive Insurance Marketplace Spurs Competition 2016 Bloomberg-BNA Navigating The Sales And Use Tax Audit: State Tactics And Methodologies Yield Inconsistent Outcomes 2015 International Business Times Ireland To Close Tax Loophole That Saves Billions For Apple, Google, Facebook 2015 International Business Times EU’s Amazon Probe Puts Scrutiny On Global Tax-Shifting Schemes 2014 Amazon Kindle The Maryland Sales and Use Tax Survival Guide
Associations
2010 - Present American Bar Association Member 2000 - Present Montgomery County Bar Association Member 1997 - Present Maryland State Bar Association Member
Speaking
2016 myLawCLE Captive Insurance 2016 Federal Bar Association Employment Tax Cases: Minimizing Tax Assessments, Penalties & Interest 2016 Federal Bar Association Handling Estate and Tax Administration Issues 2016 Federal Bar Association Designating IRA Beneficiary Critical in Estate Planning 2010 University of Baltimore International Law Series International Law
Updated: Mar 08, 2026