October 2019 Edition
Committed to Providing our Clients With Integrated Solutions for Their Tax, Business and Estate Planning Needs
Serving our clients in:

Tax ● Estate and Succession Planning ● Business Agreements and Transactions ● Probate and Estate Administration ● Elder Law and
Special Needs Planning

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We are proud to recognize that both Lara and Neil have been selected as 2019 Super Lawyers for the NY Metro Area.
"Leaders don't create followers, they create more leaders"
-Tom Peters
We also celebrate two of our associates, Alyssa & Varun that have been chosen by Super Lawyers as 2019 Rising Stars.

* Super Lawyers is a rating service of outstanding lawyers who have attained a high-degree of peer recognition and professional achievement
Latest Blog
How the U.S. Supreme Court’s decision in Kaestner impacts state taxation of trusts
On June 21, 2019, the U.S. Supreme Court unanimously decided  North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust , holding that The Due Process Clause does not permit a state to tax a trust’s income when the state’s only connection to the trust is the residence of a trust beneficiary.

Read full blog here

Upcoming Seminars
Our attorneys frequently conduct seminars for professionals, professional organizations, schools, hospitals, civic organizations, and the community. Below is a schedule of our upcoming presentations
NOVEMBER 9, 2019
Annual Tax Conference - Suffolk

Neil D. Katz will be presenting the Annual Federal Tax Update at the NYSSCPA Suffolk Chapter Annual Tax Conference Seminar at the Radisson Hotel Hauppauge.

NOVEMBER 20-22, 2019
Long Island Tax Symposium

Neil D. Katz will be a featured presenter at the 2019 NCCPAP LI Tax Professionals Symposium at Crest Hollow Country Club. Wednesday and Thursday afternoon, Neil will be presenting the 1040 Update . O n Friday morning, he will be discussing IRA Distribution Rules and the Potential (or Actual) Impact of the SECURE Act.

NOVEMBER 26, 2019
Business Tax Update

Neil D. Katz will be speaking at the Business Tax Reform Update for the NCCPAP Westchester/Rockland Chapter at Westchester Manor. Neil will provide comprehensive information on tax reform under the Tax Cuts and Jobs Act, including discussion of the Section 199A small business deduction.

DECEMBER 6-7, 2019
Annual Tax Conference - Nassau

Neil D. Katz will be presenting the Annual Federal Tax Update at the NYSSCPA Nassau Chapter Annual Tax Conference Seminar at the Uniondale Marriott.
Check our upcoming seminars page for the most up to date schedule

Katz Tax Seminars is a leading provider of live Continuing Professional Education seminars in Taxation.
 Individual Tax Update 
The seminar will focus on the changes that affect the preparation of the 2019 Form 1040, including a complete discussion of the aftermath of the Tax Cuts and Jobs Act and the recent guidance that has been issued to address these and other provisions. In addition, there will be a discussion of the latest case law, rulings and other current developments that affect the 2019 tax year.
Course Level: Intermediate/Advanced
CPE Credits: 8

click date to register

8:30 a.m. - 4:30 p.m.
8:30 a.m. - 4:30 p.m.
Entity & NYS Tax Update   

This seminar will focus on the 2019 Federal entity returns, highlighting how the business provisions of the Tax Cuts and Jobs Act and the subsequent regulatory guidance impact the preparation thereof. In addition, the NYS Individual and Entity returns will be discussed, with a focus on cases, regulations and rulings and how the NYS Budget bills affect the 2019 tax returns.
Course Level: Intermediate/Advanced
CPE Credits: 8

click date to register

8:30 a.m. - 4:30 p.m.
8:30 a.m. - 4:30 p.m


Melville Marriott
1350 Old Walt Whitman Road
Melville, NY 11747
Winter Food Drive

December 2, 2019 - January 31, 2020

Katz Chwat, P.C. & Katz Tax Seminars will be hosting a food drive this winter in support of the
Long Island Cares food bank. 


Long Island Cares is one of the region’s most comprehensive hunger assistance organizations, serving thousands of individuals and families in need and making a significant impact within our communities. Founded as the first food bank on Long Island, New York, in 1980 by the late singer, Grammy Award-winning songwriter and social activist  Harry Chapin , Long Island Cares now provides nutritional food and support services for a network of nearly 600 community-based  member agencies , including  food pantries , soup kitchens, emergency shelters, child care programs, disability organizations, veterans’ services programs and more.


  • 272,00 Long Islanders are hungry - that's more than 1 in every 9 people
  • 89,000 of these Long Islanders are children
  • Nearly 7 million pounds of product is distributed by LIC annually between Nassau & Suffolk Counties


Any items that are in boxes, cans, or plastic bottles and do not require refrigeration are the most useful (please no glass jars). If you need some suggestions, the top 10 most needed items are:

  1. Low-Fat, Boxed & Non-Refrigerated Milk
  2. White Rice
  3. Canned Vegetables
  4. Cooking Oil
  5. Cereals
  6. Pasta
  7. Tomato Sauce
  8. Canned Meat, Poultry & Fish
  9. Peanut Butter
  10. Jelly, Jam, & Spreadable Fruit

In addition to Non-Perishable Foods, Long Island Cares also accepts Baby Food & Diapers, Personal Care Items and Pet Food.

You can find additional details on our Facebook Event Page


  • December 2, 2019 through January 31, 2020 (please no early donations)
  • Monday-Friday | 9:00am - 5:00pm
175 Broadhollow Road, Suite 130, Melville, NY 11747

  • December 4, December 13, January 10 & January 21 ONLY!
  • During Katz Tax Seminars | Melville Marriott 8:30am - 4:30pm
1350 Old Walt Whitman Road, Melville, NY 11747

Your generosity and support mean a lot,

Thank you on behalf of the entire Katz Chwat, P.C. & Katz Tax Seminars Teams.
Katz Chwat, P.C. | 175 Broadhollow Road, Suite 130, Melville, NY 11747 | Website