JDKatz, P.C.

For individuals, families, and businesses throughout Maryland, navigating the intricate worlds of tax law, estate planning, and business regulations can be incredibly complex. Having a knowledgeable and dedicated legal partner is essential to ensuring compliance, protecting assets, and planning for the future. This article introduces you to JDKatz, P.C., a distinguished law firm in Bethesda, Maryland, known for its unique blend of personalized service and "big firm results."

---

JDKatz, P.C. is an award-winning law firm established in 2000 by managing partner Jeffrey D. Katz, who began his career in the tax department of "Big Four" accounting firm KPMG Peat Marwick. The firm has grown to be a prominent legal entity in Maryland, Washington D.C., and Virginia, recognized for its specialized expertise in complex legal areas. At the core of JDKatz, P.C.'s philosophy is their motto: "Personalized Attention, Big Firm Results." This commitment means clients receive high-quality legal services and comprehensive solutions tailored to their individual needs, delivered with a client-centric, hands-on approach. The team at JDKatz, P.C. comprises not just experienced attorneys, but also highly qualified MBAs and CPAs, including forensic accountants, allowing them to approach legal problems from a value-oriented business perspective. They are dedicated to maximizing returns for their clients while minimizing costs and risks, providing a unique advantage in complex matters of tax law, estate planning, elder law, business law, and civil and commercial litigation.

---

JDKatz, P.C. maintains a prominent office conveniently located in Bethesda, Maryland, making it easily accessible for clients throughout Montgomery County and the wider Maryland region. Their address is 4800 Montgomery Ln #600, Bethesda, MD 20814, USA. This prime location in downtown Bethesda offers excellent accessibility, whether you are traveling by car or utilizing public transportation. Bethesda is a well-connected hub, making it straightforward for clients from various parts of Maryland, as well as Washington D.C., to reach their office. The accessibility of their Bethesda location underscores their commitment to serving the local community efficiently and conveniently, ensuring clients can easily connect with their expert legal team.

---

JDKatz, P.C. provides a sophisticated array of legal services, leveraging their multi-disciplinary expertise to address complex client needs. Their core practice areas include:

• Tax Law: This is a substantial part of their practice. JDKatz, P.C. represents individuals, businesses (from small entrepreneurs to Fortune 500 companies), and entities in a wide range of tax matters, both domestic and international. Their tax attorneys often hold specialized tax law degrees (LL.M.) and offer:
  • Tax planning and compliance
  • Sales & Use Tax Audits
  • Tax Controversy & Litigation, representing clients in disputes with the IRS or state tax authorities.
  • International tax issues and foreign account compliance.
  They focus on creating individually tailored strategies to achieve clients' specific tax goals.
• Estate Planning: The firm guides clients through the crucial process of planning for their future and protecting their legacies. Services include:
  • Drafting Wills and Trusts (including Revocable/Living Trusts and Irrevocable Trusts)
  • Probate and Estate Administration
  • Guardianship
  • Asset Preservation and Financial Planning considerations
  • Estate Litigation, representing parties in disputes over wills and trusts.
  They emphasize creating comprehensive plans that evolve with life changes, ensuring assets are protected and wishes are honored.
• Elder Law: Assisting seniors and their families with legal issues pertinent to aging. This includes:
  • Medicaid Planning, helping clients navigate eligibility and secure care.
  • Long-term care planning and asset protection for senior citizens.
  • Guardianship and conservatorship matters to protect vulnerable adults.
• Business Law: Providing effective and knowledgeable legal services to both established businesses and entrepreneurs. This encompasses:
  • Business formation and structuring (e.g., LLC planning)
  • Business transactions
  • Corporate governance and planning
  • General corporate and tax counsel for ongoing operations.
  Their business and tax lawyers help clients make informed decisions about their future growth and legal compliance.
• Litigation: Representing clients in various dispute resolution forums, including:
  • Complex Commercial Civil Litigation
  • Fiduciary Litigation
  • General litigation matters
  • International Law disputes, including litigating against foreign states and entities.
  They are tenacious advocates in Maryland state trial courts when litigation becomes necessary.

---

JDKatz, P.C. distinguishes itself through several key features and client-centric highlights:

• Personalized Attention, Big Firm Results: This motto encapsulates their core value proposition – clients receive the focused, individual attention of a boutique firm combined with the extensive resources and expertise typically found in much larger legal practices.
• Multi-Disciplinary Team: Their team includes not only attorneys but also highly qualified MBAs and CPAs (including forensic accountants), offering a comprehensive and integrated approach to complex financial and legal issues. This allows for a business-perspective approach to legal problems.
• Deep Expertise in Tax Law: Many of their attorneys have advanced degrees (LL.M. in Taxation) and extensive experience in tax matters, making them highly capable in handling intricate domestic and international tax issues.
• Client-Centric Approach: Reviews consistently highlight their dedication to understanding clients' needs and concerns. As one client noted, "Mr. Katz was extremely helpful and answered my questions completely, respectfully and efficiently. I understand my options so much better now and how to move forward with my issue." Another commended their "dedication to understanding my needs and concerns which is a great sign that they are committed to providing the highest level of service."
• Thorough and Introspective: Clients appreciate that the firm takes "the time to understand your problems" and is "willing to invest the necessary time to ensure that they have a comprehensive understanding of your situation," especially crucial in complex areas like estate planning.
• Responsive and Efficient: Despite a high level of follow-up (which one client noted but ultimately praised), the firm is committed to ensuring clients are well-informed and their matters are handled efficiently.
• Proven Track Record: With over 20 years in practice, JDKatz, P.C. has a well-established history of successfully guiding clients through challenging legal landscapes.
• Collaborative Approach: The firm often collaborates internally and with external financial experts to best serve clients' diverse needs.
• Accessible Communication: They aim to communicate legal advice in "plain English, not legalese," ensuring clients fully understand their options.

---

While specific, time-limited "promotions" aren't typically a constant feature for legal firms, JDKatz, P.C. provides ongoing value and accessibility through their service structure and past initiatives:

• Free Consultations: While not universally advertised as "free" for all service lines, the firm emphasizes scheduling consultations to discuss legal matters. Past promotions, like a CertifiKID deal that included an "Initial Estate Planning Consult," indicate a willingness to offer valuable introductory opportunities. It is advisable for potential clients to inquire about consultation fees when contacting the firm.
• Value-Oriented Business Perspective: Their commitment to "maximizing the returns to our clients while minimizing their costs and risks" is a core operational principle that directly benefits clients, aiming for cost-effective and beneficial outcomes.
• Strategic Partnerships: Their strategic partnership with Bethesda Brokers LLC for comprehensive commercial real estate services demonstrates an innovative approach to offering integrated solutions, potentially saving clients time and effort when real estate transactions are part of their legal needs.
• Educational Resources: JDKatz provides valuable resources such as a monthly e-newsletter, articles, and blogs on their website, which serve as a free and ongoing "offer" of industry-specific information and legal insights for the community. They also host free workshops, like "The 3 Cardinal Rules for Planning Your Estate and Protecting Your Assets," to educate the public.

These elements collectively showcase the firm's dedication to providing accessible and high-value legal services to the Maryland community.

---

To learn more about how JDKatz, P.C. can assist with your tax, estate planning, business, or litigation needs, Maryland residents can reach out using the following contact details:

Address: 4800 Montgomery Ln #600, Bethesda, MD 20814, USA

Phone: (301) 913-2948

Mobile Phone: +1 301-913-2948

We encourage you to contact their office to schedule a consultation and begin discussing your specific legal situation.

---

For individuals, families, and businesses throughout Maryland, JDKatz, P.C. stands out as an exceptionally suitable legal partner. Their commitment to "Personalized Attention, Big Firm Results" means locals receive the benefits of a highly experienced and resourceful legal team, capable of handling complex matters, yet with the individualized care and direct communication of a smaller firm. This is evident in client testimonials praising Mr. Katz for being "extremely helpful" and the firm's dedication to "understanding my needs and concerns." Their multi-disciplinary approach, incorporating not just legal expertise but also insights from MBAs and CPAs, provides a comprehensive and strategically sound perspective, especially crucial in areas like tax and business law. The firm's convenient Bethesda location ensures easy access for clients across the state, and their proactive approach to educating the community through workshops and resources further demonstrates their commitment. Whether you're navigating intricate tax regulations, planning your estate, managing a business, or involved in a complex legal dispute, JDKatz, P.C. offers the blend of expertise, personalized service, and strategic thinking that Maryland locals can trust to protect their interests and secure their future.