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, elder law (including special needs planning, Medicaid, and guardianships), 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:
We can help.
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 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 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 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 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…
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...
Happy New Year! With each new year comes adjustments to the existing estate tax exemptions that all practitioners and clients alike should be aware of. As inflation skyrocketed during 2022, the adjustments to the estate...