Jeffrey D. Katz, Esq., is the founder and managing partner of JDKatz, P.C. Jeffrey, a native of Baltimore, MD, received his 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.
Jeffrey began his career with KPMG/Peat Marwick, LLP (now known as KPMG, LLP) at the firm’s Mid-Atlantic Tax Practice in 1998, and founded his own firm in 2000. Jeffrey’s prior tax and corporate engagements have included MCI/Worldcom, Symphony Communications, Sodexho/Marriott, Hechinger Co./Leonard Green & Partners, 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 Premier Publishing to name a few. Since entering private law practice, Jeffrey has continued to provide high-value representation in to corporate and individual clients alike, whether based nearby or from all corners of the globe. Jeffrey also represents “C” level executives, and their families in their personal and estate planning matters.
Jeffrey’s estate planning practice focuses on comprehensive planning which is both cost effective and impactful. He takes a special interest in charitable planning, and plans which allow grantors to impart their values to their beneficiaries. Jeffrey frequently serves as a Trustee, and has administered over $100 million in estates and trust assets.
Jeffrey is a frequent contributor to publications and periodicals, with recent articles having appeared in Bloomberg/BNA, Inc., The Washington Business Journal, and is a frequent speaker for NBI and myLawCLE.