International Tax

Mr. Bartholomew, a native of Elk Grove, California, received his Bachelor of Arts degree in Political Science at the University of California, Davis, in 1968 and his Juris Doctor in 1971 from the same institution. Formerly a partner for 15 years with the law firm of Desmond, Miller, Desmond & Bartholomew, he co-founded the firm of Bartholomew & Wasznicky in 1989. He is a retired captain in the United States Army Reserve and is a licensed real estate broker. In addition to membership in the California Bar, he is admitted to practice before the United States Supreme Court, the United States Tax Court, and the United States Court of Claims. Mr. Bartholomew is a Fellow of the American Academy of Matrimonial Lawyers, as well as the International Academy of Matrimonial Lawyers, and is certified by the State Bar of California as a Family Law Specialist.

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, national and international), formation, real estate, trust and estates, and business succession planning. Harry advises clients on structuring transactions in a tax-efficient manner. Harry has an acute understanding of the real estate and agricultural sector and helps clients meet their business objectives. Harry regularly advises corporations, partnerships, and individuals on a broad range of domestic offshore and cross-border transactions often focusing on complex and innovative structures to transfer wealth and business holdings. Harry’s experience includes acquisitions, dispositions (including like-kind exchanges), sophisticated financing, easements, and other asset management matters that add post-tax value to the respective client. Harry also helps individuals and families with sophisticated wealth planning and wealth preservation and multi-generational planning which minimizes income, estate, gift and generation-skipping transfer taxes. Understanding the desire to preserve wealth and closely held business enterprises, Harry ensures a client’s legacy is persevered while navigating potentially sensitive family dynamics. As part of legacy planning, Harry regularly counsels his clients in respect to charitable giving and has been involved with establishing private foundations, charitable lead and remainder trusts, and other not-for-profit entities. Harry remains active within the community. While not practicing law, Harry enjoys running basketball and hockey.

JoHanna was born in Colorado and completed her undergraduate work at Colorado State University with a B.S. in finance. She completed law school at the University of North Dakota. After law school, JoHanna moved to Albuquerque, New Mexico. She received a PhD in Economics which focused on the development of a stabilized international digital currency that transcends exchange rates. JoHanna’s career has covered legal work, national and international product development and market analysis and many other facets of business and ecommerce. JoHanna has also served on state and national technology boards as an attorney and advisor.

Attorney Putnam C. Smith represents Main Street business owners and executives, professionals of all types and local, regional and national real estate investors, developers and operators, concentrating on business and commercial real estate transactions and tax and estate planning. Common transactions include start-ups, acquisitions and sales of closely held business, tax-free mergers and reorganizations, asset purchases, leveraged buyouts and joint ventures and partnerships in a wide range of industries. He has practiced corporate law in Atlanta and the surrounding metropolitan area since 1988, initially with Nall & Miller, LLP and later with Robert W. Fisher, P.C., a tax boutique that was instrumental in the creation of Nextel and a number of international ventures in the telecommunications industry before disbanding in 1994. Before attending law school, he incorporated Jimmy Carter’s 1976 presidential campaign and worked as a legal assistant with other leading Atlanta law firms, including King & Spalding, LLP and Kilpatrick Stockton, LLP, gaining invaluable experience with public corporations and investment banks. During his tenure with Lipscomb, Johnson, Sleister, Dailey & Smith, LLP, Mr. Smith has handled private equity investments in shopping centers and industrial and commercial property in several southeastern states, land assemblages requiring services ranging from quiet title actions to road closures and a $116 million buyout to resolve a shareholder’s dispute involving a closely held technology business.

Katz Law Firm’s founder and managing partner, Adam Katz, is admitted to practice law in New York Supreme Court, Southern District, Eastern District and U.S. Tax Court. He is an active member of the ABA– American Bar Association, NYSBA – New York State Bar Association (and is also a member on the Trusts and Estates Law Committee), NAELA (National Academy of Elder Law Attorneys), NAEPC (National Association of Estate Planners and Councils) and EPCNC (Estate Planning Council of Nassau County). Adam received a plaque from Martindale-Hubble in 2017 for practicing law. He is recognized and listed for estate planning and probate services on Nolo.com and Avvo.com, where he voluntarily answers questions regarding various aspects within the practice of law. Adam has also been nominated to be a rising star SuperLawyer by Thomson Reuters since 2015. In addition, he has been selected to serve as Co-Counsel for other law firms and attorneys. Adam was invited and has accepted the position to become a State Practice Advisor for Interactive Legal, which is among the nation’s elite leading Trusts, Estates and Elder Law legal resource and knowledge base. Adam’s unique academic background enabled him to gain exposure and valuable work experience across a wide variety of financial and legal positions. He has worked in the financial sector at Merill Lynch, practiced corporate litigation at Proskauer Rose LLP, intellectual property at Pennie & Edmonds, corporate transactional law at Jones Day and trusts and estates law at a number of firms. Adam has published articles on accounting and tax in BNA and decanting irrevocable trusts in the Nassau Lawyer. In addition, Adam has substituted as a law professor at Hofstra University’s School of Law and St. Johns Law School on trusts and estates drafting and tax law, lectured and participated in panels at Cardozo Law School and has given classes and presentations in various forums. Adam earned his Juris Doctor at Fordham University School of Law, where he was Notes and Articles Editor for the Fordham Journal of Corporate and Financial Law. Additionally, Adam was selected as teacher’s assistant and student coordinator of a research team to publish a treatise on International Law. After law school, he received his Master of Laws in Taxation, with a focus on Trusts and Estates, from New York University School of Law in 2008, where he was elected to be Director of the NYU Law & Business Association and volunteered as a mediator in the NYU Mediation Clinic. Katz Law Firm’s founder and managing partner, Adam Katz, is a cum laude graduate of Hofstra University where he graduated with two degrees and was given the Presidential Academic Fitness Award. Adam received his Bachelor of Science in Mathematics with honors and was Vice President of Kappa Mu Epsilon National Mathematics Honor Society. Adam also received a Bachelor of Arts with a triple-minor in Philosophy, Economics and Asian Studies. He was also elected to be Senator of Hofstra’s Student Government Association and was chosen to be a teacher’s assistant of Finite Calculus with Business Applications. If you need to find a lawyer who you can trust in the Cedarhurst area, Katz Law Firm is ready to use our expertise to serve you—contact us today!

Attorney Joseph Michael Dickerson and his team of professionals deliver legal solutions for your life and business. Since 1995, Mr. Dickerson has helped hundreds of families and business owners protect everything they have worked so hard for. Will the attorney you hire make a difference when handling your estate planning, real estate, or business transaction needs? If all you are looking for is a quick signature on the bottom of a document, probably not. But if you need to make sure handling your legal papers or dispute today will help you eliminate problems in years to come, there is no question the right attorney can make a difference. Many people only think of hiring a lawyer when something needs to be fixed. I see things differently. I am attorney Joseph Michael Dickerson of Laredo, Texas. Colleagues tell me I'm a different kind of lawyer. I like building things rather than breaking things apart. Since graduating from St. Mary's University School of Law in San Antonio in 1995, I have always focused my career on helping people prevent problems now, so they don't have to fix them later.

Angie founded Taxsmith, LLC after having worked for several years in the tax industry. She originally grew up in a small, rural town in North Carolina where she learned the value of working hard to succeed in life. Angie's father has worked in the hog farm business for years and her mother has been a hospice nurse for over 30 years. Her first job was working for her uncle in their family dry cleaners after school and on the weekends. It was Angie's parents who taught her that having the drive and putting the hours into work creates successful goals. She prides her success in life in the support that her family has continuously provided throughout the years. Angie graduated magna cum laude from the University of North Carolina at Chapel Hill where she obtained her B.A. in Sociology and Psychology and minored in Gerontology. While at UNC she was an NCAA Cheerleader and member of the Alpha Kappa Delta National Honor Society. She attended Florida Coastal School of Law and is admitted to the Florida Bar, the United States District Court for the Middle District of Florida and the United States Court of Appeals for the Eleventh Circuit. Angie believes in treating people the way that she would be treated and that does not stop with how she treats her clients. She also promises to treat every client like family and always provide honest answers. Angie lives with her chocolate lab Miller Ann and silver lab Aria Skye who can frequently be found “working” at the office. Angie enjoys working out, spending time with friends and family, playing flag football and is a huge sports fan (football, basketball, golf, etc.), in particular the UNC Tarheels.

I am licensed to practice law in the United States Supreme Court, the State of Texas, both the Northern, Eastern and Southern Districts of Texas Federal Courts. I have represented well over 10,000 bankruptcies since 2003. I have worked out over 5000 IRS tax problems since 2003. I have also represented clients with loan modifications on their homes as well as deed's in lieu of foreclosure, short sales, and the rescinding of foreclosures. There are many alternatives to bankruptcy which my law firm has dealt with as well including credit card problem negotiation, offer-in-compromise and tax installment agreement. My goal is to make my law firm the industry standard in these areas of the law. If I can assist as many people as possible to reach their goals of financial freedom through representation and education I will feel as though I have accomplished something in my life. This practice is my passion and something that I believe in greatly. We provide a service to our clients that they will feel for the rest of their lives and that is what makes it all worth it.

An adoptive parent himself, Gregory Franklin has experienced first-hand the challenges and joys of adopting a child. Adoptions involve a highly emotional area of law in which any legal misstep can cause devastating effects. With more than 20 years of adoption experience, Greg's goal is to develop a legally secure plan that serves the best interests of the child and respects the wishes and interests of both the adoptive parents and the birth parents. Greg works extensively with Gay, Lesbian, Bi-sexual and transgendered clients, and has represented clients in cases which have broken new ground in this area. Greg is passionate about adoptions — he is a frequent lecturer and author on ethics and adoption-related topics and he works tirelessly to achieve a positive result for adoption families. In his representation of birth parents, Greg will assist in locating adoptive parents, negotiating open adoption and post-adoption contact agreements, and coordinating the process with the hospital and the adoptive parents. Greg has considerable experience in the developing area of assisted fertility, including surrogacy and gestational carrier agreements, donor embryos and eggs, and in obtaining parentage and pre-birth orders. Greg also helps to create permanent families through stepparent and co-parent adoptions, grandparent adoptions, extended-family custody agreements, foster care arrangements and international adoptions. He will assist in selecting the right avenue for achieving adoption goals, including the decision about whether to pursue domestic or international adoption, the choice between agency and private adoptions, selecting home study resources, managing subsidy and Adoption Tax Credit issues, and locating post-adoption services. If you or someone you know is interested in adoption or assisted fertility, please contact our firm to schedule a consultation with Greg. To learn more about Greg's adoption practice, please visit his adoption website at www.AdoptionNY.com

Practicing for nearly twenty years in the areas of business law, estate planning, and tax law, Chris has worked with small business owners and start-ups to large corporations to solve problems involving legal and tax structuring and operational issues that may derail their success. He has advised hundreds of clients on setting up their businesses, growing their enterprises and ultimately retiring from their companies by selling them or passing them to their children. And, since a client’s business is only as successful as having a strong strategy for protecting what his clients have built, Chris develops working, practical estate plans including trusts and wills that provide certainty for asset preservation and tax minimalization. His passion for and extensive knowledge of his areas of practice allow Chris to provide guidance through the confusing, intimidating, while yet important steps of preparing the success of both businesses and ordinary lives.