Practice Areas
Our Team
- Neil D. KatzManaging Partner
- Lara R. ChwatPartner
- Alyssa DanzigerSenior Associate
- Brandon AmonAssociate
- Emily HurniAssociate
- Jenna BaillieAssociate
Meet Our Firm
Katz Chwat, PC is a firm forged out of years of experience and commitment to high standards of client service and professional excellence. The firm’s partners joined together to bring their experience to a firm that can provide a comprehensive package of services to clients to protect their legacy and plan for their future, the future of their families and their businesses. We represent individuals and small, closely-held and family-owned businesses who are seeking sound legal advice from attorneys who can guide them through sensitive legal issues relating to tax, business transactions, estate and succession planning, or probate and trust administration. We pride ourselves on providing practical, hands-on, personalized advice to our clients and educating them about their legal needs to help them to reach their business and personal goals. If you are:
- An individual or business taxpayer who is under audit by the IRS or NYS/NYC Tax Department, or owes taxes for previous years
- An individual or business looking for tax advice on a particular transaction
- Someone interested in developing an estate plan to preserve your legacy and protect your family’s future
- A business owner concerned about a smooth transition to the next generation of owners
- A family member of a deceased loved one seeking to understand what is needed to administer an estate
- An executor of an estate or a trustee of a trust overwhelmed with your fiduciary responsibilities
- An individual or group wishing to form a new business, seeking to acquire, merge or sell a business, or needing business agreements or business tax planning
We can help.
Our Team
Neil D. Katz
Managing Partner
Neil D. Katz is the Managing Partner of Katz Chwat, P.C. A respected member of the legal profession, he is responsible for the administration of the firm’s overall practice. In addition, he serves as KBC’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.
Lara R. Chwat
Partner
Lara R. Chwat is a Partner of Katz Chwat, P.C. Her areas of practice include Federal and State tax matters, Business Transactions and Estate Administration. Lara guides clients facing Federal, New York State and New York City tax audits through the often confusing and nerve-wracking audit process. If the client’s tax issue is not resolved at audit, Lara represents her clients before the Appeals Office of the Internal Revenue Service, the New York State Bureau of Conciliation and Mediation Services (BCMS), or, when necessary, in Federal Tax Court or at the Division…
Alyssa Danziger
Senior Associate
Alyssa Wanser is an Associate at Katz Chwat, P.C., practicing predominantly in the areas of trusts and estates and corporate law. Alyssa worked with Neil Katz and Lara Chwat at Katz, Bernstein & Katz before joining them at the new firm. She works with the firm’s partners helping clients with their estate planning documents and estate administration matters, as well as aiding with corporate documents for the firm’s business clients.
Brandon Amon
Associate
Brandon Amon is an Associate Attorney at Katz Chwat, PC practicing largely in the areas of corporate law, trusts and estates, and tax matters. He assists clients with corporate transactional matters, including mergers and acquisitions of small businesses, general corporate counseling, as well as effecting business transition and succession plans. Additionally, he works with clients on their estate planning documents, the utilization of trusts for tax planning, and the administration of estates.
Emily Hurni
Associate
Emily Hurni is an Associate Attorney at Katz Chwat, PC, assisting clients in the resolution of Federal and State tax matters. Prior to joining Katz Chwat, PC, Emily began her legal career at PwC US Tax LLP, one of the Big Four accounting firms, with 800 offices across 157 countries. While at PwC, Emily focused on State and Local tax matters, which included working on various audit teams, representing both individuals and corporations before New York State, New York City, and other state tax authorities. Emily also worked with state taxing authorities…
Jenna Baillie
Associate
Jenna Baillie is an Associate Attorney at Katz Chwat, PC, assisting clients in Estate Administration and Estate Planning.
Upon graduating from Florida Southern College, Jenna began her career at Katz Chwat in 2019 as the firm’s receptionist while she studied for the LSAT and gained further support from her colleagues to attend law school.
Blog
For many business owners, the idea of cashing in on many, many years of hard work in starting, growing and maintaining a successful business is quite an exciting proposition. When the time comes for you...
As of January 1, 2024, a new Federal law titled the “Corporate Transparency Act” (CTA) will be in effect. The CTA aims to require disclosure of corporate beneficial ownership with a stated goal of enhancing...
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the “SECURE” Act, was enacted in 2019 and made significant changes to retirement plans and IRAs. As an extension of this...
