Courses: 1041, 1051, 2041, 2051, 3013
Neil D. Katz, Esq., J.D., CPA, LL.M. is the Managing Partner of Katz Chwat, PC and is responsible for the administration of the firm’s overall practice. He serves as lead attorney for the firm’s estate planning matters, as well as tax controversy and planning, corporate sales and acquisitions, and business planning and transactions.
His services include strategic planning and drafting complex estate plans and various business agreements, and negotiation and representation in the acquisitions or sales of business interests. As well as focusing on Federal and State income tax issues, and matters relating to corporate, partnership, estate and gift taxation. He has represented clients before all administrative levels of the Internal Revenue Service and the New York State and New York City Tax Departments as well as the U.S. Tax Court and the New York State and New York City Divisions of Tax Appeals and Tax Appeals Tribunal.
Among the key strengths that Neil brings to his role at KC is an analytical approach to problem-solving. He enjoys breaking down very complex subjects and communicating them in terms that can be easily understood. His thorough technical knowledge of Internal Revenue and New York State tax laws is also valued by his clients and professional colleagues.
Neil is a primary lecturer and contributor to the development of the Katz Tax Seminars, LLC; a well- recognized, widely attended continuing education program registered with the National Association of State Boards of Accountancy as a sponsor of continuing education on the National Registry of CPE Sponsors.
Neil is a regular contributor and speaker for numerous professional organizations, including the New York State Society of CPAs, National Conference of CPA Practitioners, Nassau and Suffolk County Bar Associations, Financial Planners Association, Nassau and Suffolk Estate Planning Councils. In addition, he provides continuing education seminars to many local and regional CPA firms. For over 25 years, Neil was a professor of Taxation at the Frank G. Zarb School of Business at Hofstra University, teaching in both the undergraduate accounting program and the graduate tax program. Neil has also been a featured lecturer at the LIU Post Tax & Accounting Institute and the Hofstra University Entrepreneurial Assistance Program.
In May of 2012 Neil testified as an expert witness at a hearing before the United States House of Representatives, Committee on Small Business, Sub-Committee on Economic Growth and Capital Access. At the hearing titled “Planning for the Death Tax: Can Small Businesses Survive?” Neil testified on the impact that the Estate Tax rules have on small business owners and their families. (See the video here).
In 2020, after 5 consecutive years being named as a “Super Lawyer” by Super Lawyer Rating Service, Neil was named as a “Top 100 Lawyer” within NY Metro Area. In June of 2013 Neil was listed in the LIBN “Who’s Who in Corporate Law” and in 2014 was recognized as a “Top Ten Legal Eagle” for his work in Corporate, Contracts & Business Law by Long Island Pulse Magazine.
Neil has co-authored a number of articles that have appeared in various professional publications, including the CPA Journal, the New York State Bar Association Elder Law Attorney, the Nassau Lawyer, and the Suffolk Lawyer.
Neil resides in Dix Hills, New York with his wife and their two daughters.