Neil D. Katz, J.D., LL.M, CPA

Neil Katz

Courses: 1002, 1041, 2041, 3024, 3044

Neil D. Katz 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 many of the firm’s tax controversy and planning, corporate sales and acquisitions, business planning and transactions, and estate planning matters.

Neil’s practice focuses on Federal and State income tax issues, as well as matters relating to corporate, partnership, estate and gift taxation. His services include strategic planning and drafting various business agreements and complex estate plans, and negotiation and representation in the acquisitions or sales of business interests. 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 professor of Taxation at the Frank G. Zarb School of Business at Hofstra University, where he applies both his extensive technical expertise and effective communication skills, teaching in both the undergraduate accounting program and the graduate tax program. He is also frequently called upon to speak before various 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 as well as many local and regional CPA firms. Neil has also been a featured lecturer at the LIU Post Tax & Accounting Institute and the Hofstra University Entrepreneurial Assistance Program.

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.

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.

In 2001, Neil was named as one of Long Island’s “40 Rising Stars Under 40” by the Long Island Business News. In June of 2013 was listed in the LIBN “Who’s Who in Corporate Law.” Neil was also recognized as a “Top Ten Legal Eagle” for his work in Corporate, Contracts & Business Law by Long Island Pulse Magazine in 2014.

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.



About His Presentations

1040 Update Part I & II: Federal Individual Income Taxes 2020

These Sessions will cover the many Federal tax issues that have arisen during this difficult year of 2020. In addition to the Secure Act (passed in late 2019) and the CARES Act (passed in 2020 in response to COVID-19), the Federal Government has been busy addressing issues that still linger from the Tax Cuts and Jobs Act. During this seminar we will focus on these changes to prepare you for your planning discussions with your clients as their fiscal years come to an end and you ready yourselves and your clients for filing their 2020 individual returns.

Estate Planning After the 2020 Presidential Election: An Initial Reaction

The estate, gift and GST tax rules, with the large exemptions that presently exist, have created an environment ripe for planning. How will the 2020 Presidential and Congressional Elections change that? Only a few weeks beyond the results, Neil and Robert will share their insight as to what the future holds for estate planning, highlighting the possible need for immediate action. In addition, no estate planning conversation would be complete without a focus on the many non-tax implications that also must be considered by your clients.