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Robert Katz, Senior Partner

Robert Katz is a Senior Partner and founding member of Katz, Bernstein & Katz, LLP.  Well recognized and respected for his in-depth taxation expertise, he is responsible for the supervision of KBK’s estate planning activities and development of highly sophisticated estate plans.  He is also directly involved in many large income tax planning and corporate matters including shareholder agreements and business sales.

Since founding the firm in 1980, Mr. Katz has specialized in all facets of taxation as it relates to income (i.e., partnerships, corporations and individuals), estate and gift taxation, as well as estate and trust planning.  In this latter area, his skills are applied from plan development and assessment through to the expert drafting of all necessary documents for plan implementation.  Mr. Katz, formerly a conferee for the Internal Revenue Service, is also a skilled advocate on behalf of his clients in their representation of various tax matters before the Internal Revenue Service and New York State.  In all areas of his involvement, Mr. Katz maintains a close, hand-on role with clients, as well as their accountants and financial/investment advisors.

Mr. Katz brings over 35 years of taxation experience to his role at KBK.  Despite the complexity of the many taxation matters he handles, he is adept at explaining difficult concepts in easily understood terms.  This communications ability is highly valued in his position as a full-time member of Hofstra University’s faculty.

At the University, Mr. Katz has earned the designation as the Hofstra University Chaykin Distinguished Teaching Professor of Taxation.  He is one of only six Distinguished Professors in the Frank G. Zarb School of Business and, was the 1979 recipient of the Hofstra University Distinguished Teacher Award as voted by the graduating students.  In 1997, he was honored by the Hofstra University Corporate Development Council for his service to the University and outstanding teaching.  In 2006, Mr. Katz was named the Director of the University’s Graduate Tax Programs, a position that he held until 2009.

One achievement which stands out among Mr. Katz’s many accomplishments is his leadership role in establishing a tax preparation clinic at Hofstra University.  The Clinic, which he supervised for 20 years, was designed to provide senior citizens and other taxpayers who could not afford tax preparation services, assistance in preparing their tax returns.  Mr. Katz trained student volunteers to prepare returns at no cost at libraries throughout Nassau and Suffolk counties.

The program, which subsequently became associated with IRS’ Volunteer Income Tax Assistance (VITA) program, became the largest University related program nationwide in number of volunteers and tax returns prepared.  Mr. Katz’s initiative and vision in creating this program earned him the Commissioner of Internal Revenue Award for Volunteerism and an award from the Nassau Library System.  His VITA program also helped gain for Hofstra University a Presidential Award for Volunteerism.

Also to his credit is 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.
Bob has recently co-authored articles that have appeared in various professional and educational publications:

  1. New Preparer Penalties: ‘Let’s Be Careful Out There’, The CPA Journal, July 2008. Co-authors: Robert Katz, Neil D. Katz, Harold Finkelstein and Anthony Basile.
  2. Research Skills: A Fundamental Asset for Accountant, The CPA Journal, January 2008. Co-authors: Robert Katz, Jacqueline A. Burke, Sheila A. Handy and Ralph S. Polimeni
  3. Guide for Accounting/Taxation Program Assessment Using Learning Goals and Objectives, Journal of the Academy of Business Education. Co-authors: Robert Katz, Sheila A. Handy and Ralph S. Polimeni
  4. The Carry-Over Basis Dilemma, Nassau Lawyer, December 2010.  Co-authors: Robert Katz and Neil D. Katz
  5. Death in 2010: Federal Estate Tax Election, NYSBA Elder Law Attorney, Spring 2011.  Co-authors: Robert Katz and Neil D. Katz
  6. Tax Consequences of the Marriage Equality Act, Suffolk Lawyer, September 2011.  Co-authors: Robert Katz and Neil D. Katz


Education
:
New York University School of Law - LLM in Taxation (1971)
Brooklyn Law School  - JD (1965)
City College of New York - BBA in Accounting (1961)

Professional/Civic/Philanthropic Affiliations
:

  • Member, American Bar Association
  • Member, Hofstra University Corporate Development Council Executive Board
  • Member, Board of Directors, Nassau Chapter, SFSP
  • Former CPA Review Program Lecturer
  • Former Member of the Board of Governors of Tam O’Shanter Country Club and a Past President

Robert resides in Plainview, New York with his wife.



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