November 2019 Edition
Committed to Providing our Clients With Integrated Solutions for Their Tax, Business and Estate Planning Needs
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Tax ● Estate and Succession Planning ● Business Agreements and Transactions ● Probate and Estate Administration ● Elder Law and
Special Needs Planning

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Did you know that November is Pancreatic Cancer Awareness Month?

In Memory of Andrea Chwat & William H. Wanser, III

Katz Chwat, P.C. is taking action this month to spread awareness of Pancreatic Cancer. Bringing awareness comes in many forms, we've chosen to wear purple for the cause, spread the word on social media and make a contribution to the Lustgarten Foundation for Pancreatic Cancer Research.

In addition to November being a month of recognition..

This year, World Pancreatic Cancer Day is on Thursday, November 21st.

 It’s a day where people and organizations from around the world unite to bring global attention to this devastating disease. We encourage you to join us in this initiative by wearing purple and sharing a photo on your social media platforms with the hashtag #WPCD and #worldpancreaticcancerday.


  • Pancreatic cancer is the 3rd leading cause of cancer-related death in the United States surpassing breast cancer. It is expected to become the 2nd by 2020, surpassing colon cancer

  • Pancreatic cancer is a leading cause of cancer death largely because there are no detection tools to diagnose the disease in its early stages when surgical removal of the tumor is still possible.

  • Pancreatic cancer is one of the few cancers for which survival has not improved substantially for more than 40 years.

How else can you help?

There is no known cure, however, there are new developments everyday to prolong and sustain the quality of life of the patient.

Here are just a few (of many) organizations that dedicate their time to research new treatment options and assist patients and families that are facing the reality of Pancreatic Cancer.

Latest Blog
Why Life Insurance Is So Valuable,
And How It Can Improve Your Estate Plan
Life insurance is a valuable asset, as it provides an insured’s loved ones with cash in order to cope with the adverse financial consequences of the insured’s death. There are a number of benefits to owning a life insurance policy, some of which may vary depending on an individual’s financial and personal situation. 

Read more about these benefits in our latest blog
Getting to Know Our Team
Jenna Baillie joined Katz Chwat, P.C. in July of 2019 as the front desk receptionist and the first face you see when entering our office. Since then, she has begun to assist the partners and associates with various paralegal work in the fields of tax controversy, estate planning, and estate administration.

Jenna graduated from Florida Southern College in May of 2019 with a Bachelor’s Degree in Political Science, and minors in Law, Business Administration and Philosophy. She is currently in the process of preparing for the LSAT with aspirations to attend law school this upcoming school year.

Outside of school and work she loves to travel, take naps with her chihuahua named Kooka, and spend time with her two nephews. 

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 20-22, 2019
Long Island Tax Professional 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

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.

You can find additional details on our Facebook Event Page , like top 10 most needed items and facts about hunger across Long Island.


175 Broadhollow Road, Suite 130, Melville, NY 11747

  • December 2, 2019 through January 31, 2020 (please no early donations)
  • Monday-Friday | 9:00am - 5:00pm


Melville Marriott - 1350 Old Walt Whitman Road, Melville, NY 11747

  • December 4, December 13, January 10 & January 21 ONLY!
  • During Katz Tax Seminars | 8:30am - 4:30pm

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