Mr. Katz is a partner in the firm's Tax & Estates Practice Group. Mr. Katz' practice focuses predominately on federal taxation, with a particular focus in federal and state new markets tax credit and historic rehabilitation tax credit transactions. In addition to his tax credit practice, his federal tax practice includes estate planning and administration, federal alcohol excise tax compliance, nonprofit formation and compliance, S corporation compliance, and business organizations.
In his tax credit practice, Mr. Katz represents institutional investors, project developers, lenders, community development entities (CDEs), and nonprofit organizations in projects that utilize a combination of various tax credits and other financing sources to fund industrial projects, operating businesses, mixed-use, commercial and residential real estate developments, and hotels. He also has significant experience financing public and quasi-public facilities with various state and federal tax incentives. Mr. Katz has represented investors, CDEs, and project developers in more than 60 federal and state new markets tax credit and historic rehabilitation tax credit transactions.
