Assistant Life Insurance
Resume:
I. JAY KATZ
* ********** **** * Dover, Delaware *9904
(H) 302-***-**** * (C) 610-***-****
Email: ********@***.***
PROFILE
Experienced tax lawyer in every area of tax law including individual, entity trusts and estates. In addition,
substantial teaching experience as a full-time and adjunct professor lending itself well to research as
evidenced by three tax articles in the past three years. Tax law experience includes comprehensive
representation of clients before the IRS (audit, collection, installment agreements and Offers in Compromise),
tax planning, tax research and Tax Court litigation. I am a highly motivated individual with an off the chart
work ethic. I strive to be a team player such that the goals of the entity carry the highest priority.
CURRENT POSITION
ATTORNEY TAX REPRESENTATION & ESTATE PLANNER, P.A. (ATTORNEY AT LAW)
SOLO PRACTITIONER, 2004-PRESENT
• HANDLE COMPLEX TAX ISSUES IN TAX AUDITS, COLLECTION MATTERS, IRS CRIMINAL INVESTIGATIONS AND TAX
COURT LITIGATION.
• ESTATE PLANNING
Teaching Experience
TEMPLE UNIVERSITY SCHOOL OF LAW, LL.M TAXATION PROGRAM
ADJUNCT PROFESSOR, 2000-2007
• TAUGHT A VARIETY OF TAX AND ESTATE PLANNING COURSES INCLUDING FEDERAL INCOME TAX II,
PARTNERSHIP TAXATION, INCOME TAX OF TRUSTS AND ESTATES, ESTATE PLANNING I AND II, AND BUSINESS
TAX PLANNING
Widener University School of Law
Adjunct Professor, 2000-2004
Associate Professor, 1995-2000
Assistant Professor, 1993-1995
Visiting Assistant Professor, 1992-1993
• Courses taught include: Business Tax Planning, Federal Income Taxation, Advanced Income
Taxation, Taxation of Partnerships and S Corporations, Corporate Income Tax, Income tax of Trusts
and Estates, Estate and Gift Taxation, Estate Planning and Wills and Trusts
• Director of the Tax Clinic
• Coordinator of the IRS VITA Program
University of Florida College of Law
Visiting Assistant Professor, Fall Semester 1991
PUBLICATIONS
• Did Zarin Have a Tufts Day At a Casino Made Out of Kirby Lumber? 26 U.C. Davis L. Rev. 261
(1993) (lead article)
• The Deductibility of Educational Costs: Why Does Congress Allow the IRS to Take Your Education
So Personally? 17 Va. Tax Rev. 1 (1997) (lead article)
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• It’s A Wonderful Life Insurance Policy: Choosing the Correct Theory to Tax the Employee In
Employer Pay All Equity Split-Dollar Arrangements Is More Than Just Splitting Heirs, 53 Tax Law.
143 (1999)
• The Untold Story of Crane v. Commissioner Reveals an Inconvenient Tax Truth: Useless
Depreciation Deductions Cause Global Basis Erosion to Bait A Hazardous Tax Trap For Unwitting
Taxpayers, 30 Va. Tax Rev. 559 (2011)
• The William O. Douglas Tax Factor: Where Did the Spin Stop and Who Was He Looking Out For?,
3 Charlotte Law Review 133 (2012) (lead article).
• An Offer in Compromise You Can’t Confuse: It is not the Opening Bid of a Delinquent Taxpayer to
Play Let’s Make a Tax Deal with the Internal Revenue Service, 81 Miss. L. J. 1673 (2012) (lead
article).
EDUCATION
University of Florida, College of Law
LL.M Taxation, 1991
• Class Rank: Number 1
• Recipient of 1991 Richard B. Stephens Award (overall outstanding student selected by the graduate
tax faculty)
• Graduate Assistant to Professor Steven Lind in editing casebook and teacher manuals Fundamentals
of Income Taxation and Fundamentals of Partnership Taxation
• Florida Law Review: Edit article submitted for publication in special addition of Florida Law
Review dedicated to Civil Tax Procedure
New York University, School of Law
LL.M Taxation, 1983
University of Tennessee, College of Law
Juris Doctor, 1982
REFERENCES
JOHN WLADIS,
ASSOCIATE PROFESSOR
WIDENER LAW SCHOOL
4601 CONCORD PIKE
WILMINGTON, DE 19803
ERNEST VALLORANO
CLIENT
129 GREEN WAY
ALLENDALE, NJ 07401
MEGAN MCCRAE
FORMER STUDENT
7169 GERMANTOWN AVENUE
PHILADELPHIA, PA 19118
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