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Areas of Practice
Education
  • New York University School of Law, LL.M. in Taxation, 2006
  • Loyola University New Orleans College of Law, J.D., 2005, cum laude; Crowe Scholar; Corporate and Business Law Section of the Louisiana State Bar Association Award for Outstanding Achievement in Business Organizations; Outstanding Achievement in Security Rights
  • University of Texas at Austin, B.S. in Economics, 2002; University Honors
Bar Admissions
  • Louisiana, 2005
professionalsBio
Jonathan Katz
Partner
201 St. Charles Ave
New Orleans, LA 70170-5100
504.582.8314 tel
504.589.8314 fax

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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. 

In his estate planning and administration practice, Mr. Katz routinely represents high net worth individuals and closely held companies in connection with complex estate planning transactions. He has particular experience in drafting and handling all facets of transactions involving multi-generational trusts, grantor trusts, defined value transfers, family investment companies, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), among others.  

Mr. Katz' federal tax practice also extends to federal alcohol excise tax compliance where he routinely represents multinational energy companies in connection with denatured and undentured ethanol transactions and related compliance with the Alcohol and Tobacco Tax and Trade Bureau. In that regard, he has assisted clients in connection with transactions concerning potential distilled spirits tax liabilities well in excess of $500 million. 

Mr. Katz also routinely advises clients in connection with S corporation shareholder eligibility and compliance matters. He has in-depth experience advising S corporations and trusts regarding a trust's initial qualification and continued compliance as an eligible S corporation shareholder. Mr. Katz has handled a number of complex S corporation elections and related compliance, including the initial S corporation election and continued compliance for an S corporation with more than 150 shareholders, of which more than 50 were trusts.  

Mr. Katz received his Master of Laws in Taxation for New York University School of Law. He received his juris doctor degree from Loyola University New Orleans College of Law.  

Mr. Katz is a member of the Louisiana State Bar Association's Section on Taxation, the American Bar Association's (ABA's) Section on Taxation, and the ABA's Section on Real Property, Trust and Estate Law.

Noteworthy

  • AV Preeminent® Peer Review Rating in Martindale-Hubbell
  • Listed in The Best Lawyers in America® 2018 (Copyright 2017 by Woodward/White, Inc., Aiken, SC) in the area of Tax Law (listed annually since 2013)
  • Listed in the 2013 edition of New Orleans's Best Lawyers

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Memberships

Civic/Community
  • Unity of Greater New Orleans (Board Member)
  • Metairie Park Country Day Come Back, Give Back Committee (2017-2018 Chair)
  • Jewish Federation of Greater New Orleans (Finance Committee Member)
  • Jewish Endowment Foundation, Louisiana (Board Member, 2011–2017)
  • Jewish Community Center (Board Member, 2006–2012)
Professional/Corporate Board Memberships
  • American Bar Association (Member, Section on Taxation)
  • Louisiana State Bar Association (Member, Section on Taxation; Member, Young Lawyers Division)