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Neil D. Katz, Managing Partner

Neil D. Katz is the Managing Partner of Katz, Bernstein & Katz, LLP.  A respected member of the legal profession, he is responsible for the administration of the firm’s overall practice.  In addition, he serves as KBK’s lead attorney for all tax matters, corporate and tax planning and business sales and acquisitions.  He also lends his assistance in many sophisticated estate planning matters.

Neil specializes in federal and state income tax issues, as well as in matters relating to corporate, partnership, estate and gift taxation.  His expertise includes the strategic planning and drafting of various business agreements and complex estate plans, as well as the 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 Neil brings to his role at KBK is an analytical approach to problem-solving.  He is well skilled at breaking down very complex subjects and communicating them in easily understood terms.  His thorough technical knowledge of Internal Revenue laws is also an attribute valued by KBK clients and the firm’s professional colleagues.

Neil spent 13 years applying both his extensive technical expertise and effective communications skills in his position as an Adjunct Professor at Hofstra University 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 Suffolk County Bar Association, New York State Society of CPA’s, National Conference of CPA Practitioners, Financial Planners Association, Suffolk County Estate Planning Council as well as many local and regional CPA firms.

In addition to these professional activities, 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 2001, Neil was named as one of Long Island’s “40 Rising Stars Under 40” by the Long Island Business News.

Neil co-authored (along with Robert Katz, Harold Finkelstein and Anthony Basile) an article titled “New Preparer Penalties: ‘Let’s Be Careful Out There’” that appeared in the July 2008 edition of The CPA Journal.  In addition, he has co-authored (along with Robert Katz) three recently published articles: "The Carry-Over Basis Dilemma" that was published in the December 2010 edition of the Nassau Lawyer; "Death in 2010: Federal Estate Tax Election" that was published in the Spring 2011 edition of the NYS Bar Association's Elder Law Attorney; and "Tax Consequences of the Marriage Equality Act" that was published in the September 2011 edition of the Suffolk Lawyer.

Education:
New York University - LL.M. in Taxation (1994)
University of Pennsylvania - J.D. (1991)
Hofstra University  - B.B.A. in Accounting (1988)

Professional/Civic/Philanthropic Affiliations:

  • Member, American and New York State Bar Associations
  • Member, Nassau County and Suffolk County Bar Associations
  • Chair of the SCBA Solo and Small Firm Practice Committee (2008-2010)
  • Vice President, Suffolk County Estate Planning Council
  • Member, Long Island Practitioner/IRS Liaison Committee
  • Member, NYS Tax Department Commissioner’s Liaison Committee
  • At-Large Member, Hofstra University Alumni Organization
  • Member, Golf Committee –American Cancer Society (Coaches v. Cancer); WLIW21; Hofstra Pride Club; Nassau County Mental Health Association

Neil resides in Dix Hills, New York with his wife and their two daughters.



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