Tax

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.

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!

Named an Indiana SuperLawyer in personal injury in 2016 and 2017, Steve Crell has for the last 28 years aggressively represented clients in all areas of litigation, including personal injuries and wrongful death involving auto and truck accidents, motorcycle accidents, and nursing home negligence/abuse, and litigation involving real estate and business and labor disputes. His website devoted solely to his personal injury services, including a summary of some of the verdicts and settlements he has achieved for his clients, is here: www.stevecrelllaw.com. Mr. Crell is a Life Member of the Million Dollar Advocates Forum. Membership in this exclusive group is limited to attorneys who have won at least one verdict or settlement of $1 Million or more. Less than 1% of attorneys in the United States are members. The forum recognizes attorneys with the ability to accomplish superior results in complex cases. Mr. Crell has been an innovator in the use of pre-trial and even pre-lawsuit mediation to assist clients in achieving settlements and avoiding controversies and the associated expense and stress that often accompany the protracted litigation of such disputes. When a settlement is not possible, Steve has the jury trial, court trial and arbitration experience in Federal and state courts to competently, professionally and aggressively assert, protect and defend the claims of his clients. Steve has the requisite training and has met the qualifications to mediate disputes. He is now registered with the Indiana courts as a Registered Civil Mediator. Mr. Crell also assists clients in forming businesses and creating, drafting and managing sophisticated business and corporate and real estate transactions. Mr. Crell received his B.S. degree in Accounting from Ball State University in 1985 and his Doctor of Jurisprudence degree from Indiana University School of Law-Indianapolis in 1988, where he was a recipient of the Francis J. Feeney, Jr. tax award for academic excellence in taxation. Mr. Crell was a charter member and Barrister of the Indianapolis Chapter of the American Inn of Court, an invitation-only group of judges and trial lawyers. He has been admitted to and argued before the United States Court of Appeals, 7th Circuit, the United States Tax Court, and the Indiana Supreme and Appellate courts. He is a member of the Torts and Litigation sections of the American Bar Association, The Indiana Bar Association, and the Indianapolis Bar Association, where he served on the pro-bono committee that oversees and recognizes lawyers who provide free legal services to those in need. Mr. Crell has lectured and taught classes on navigating the superior and small claims courts, and on managed health care and other business-related topics. He is the Past-President and member of the board of directors of Congregation Beth-El Zedeck and Past-President and a member of the Board of Directors of Hooverwood Nursing Home, a non-profit, state of the art comprehensive nursing and rehabilitation center that specializes in the care of Alzheimer's residents. He formerly served on the board of directors of the Indiana Cancer Research Foundation.

Greg Okwuosah is the founder of this client-centered law firm. The firm was founded with the belief that quality legal services, provided by a professional and experienced attorney, can be affordable for all individuals and businesses.This firm is committed to carefully listening to, and considering, all of a client’s issues and/or concerns right from the start. Attorney Greg Okwuosah understands, through his years of experience dealing with diverse legal and tax matters, including years as a former law intern, numerous court appearances as a former Special Assistant United States Attorney with the United States Department of Justice, a former Senior Attorney for the Internal Revenue Service (IRS), as well as through his years of experience as a CPA, and a former Tax Manager for a Big Four accounting firm, that legal and tax matters are usually complicated, demanding, and stressful. That is one of the reasons why we at the firm strive to focus the first meeting with a client on helping that client feel that the client’s legal needs are understood and will be addressed. That way, the client is put at ease right from the start. Also, throughout the attorney-client relationship with the client, the firm frequently informs the client about the progress of the client’s work or case. Even after the attorney-client relationship, as part of our commitment to the highest standard of quality service, the firm remains available to answer questions the client may have about that case within a reasonable period thereafter.We’ve tried to anticipate your questions about our services in our practice areas in providing the information on this website, with the hope to help you prepare for your initial consultation with us. However, should you still have any questions after reading through the information on this website, do not hesitate to contact us.Remember, your initial consultation is free.

I am an attorney and C.P.A. with over 20 years of business experience. My background in accounting provides me with a unique perspective, allowing me to fully analyze the financial as well as the legal implications of a transaction. As such, my practice focuses on individuals and businesses under audit or executing transactions with intricate tax implications. In my childhood, I watched my dad as a small business owner work through every penny taxed or saved. I saw the effects of insufficient and even bad advice. And I saw how every dollar earned or taken away affects a business, and even more importantly, family. It's not just dollars, it's time and the opportunity cost that could otherwise provide more for loved ones. As such, my mission is to help individuals and businesses tackle problems and seize opportunities by providing informative and timely legal guidance. I am dedicated to my clients, focusing on communication and trust within the attorney-client relationship, maximizing the value I can provide.

Puja A. Sachdev is a top-rated San Diego divorce attorney and family law mediator who focuses on family law, child support, and divorce cases and is a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization. She received her law degree from Thomas Jefferson School of Law at San Diego, graduating cum laude with her Juris Doctorate. She is admitted to practice law in California and the U.S. District Court, Southern District of California. As a Certified Family Law Specialist, Ms. Sachdev has met the rigorous requirements set by the California State Bar. Some of these include passing a written exam, demonstration of a high level of experience in family law issues, fulfilling specific educational prerequisites and receiving favorable recommendations from colleagues and the judiciary. In order to fulfill these demands and to continue to meet this benchmark, Ms. Sachdev continues to be an expert in the field. Ms. Sachdev serves on a select court-appointed panel of attorneys who are appointed to represent minor children in high conflict and complex child custody cases. Custody and visitation matters are often some of the most contentious issues in Family Law. By taking her lead, the entire team is incredibly passionate about the well-being of children in Family Law cases. Family Law is an incredibly diverse and challenging field, which frequently involves issues in tax law, real property law, contract law, and criminal law. By having a widespread professional network ensures Ms. Sachdev can connect clients with experts in their field and work with these legal experts on their cases. Ms. Sachdev is a trained family law mediator. She received her training from the renowned Forrest “Woody” Mosten of Mosten Mediation in Los Angeles, California who focuses on cutting edge approaches to skill building and creative resolutions. Ms. Sachdev is widely recognized as one of San Diego’s top attorneys receiving honors from San Diego Daily Transcript, SD Metro Magazine, San Diego Volunteer Lawyers Program and Super Lawyers. She has been featured in the Alumni Spotlight by San Diego State University College of Business Administration, as a Mover & Shaker in Mission Valley News and quoted by Divorce Magazine and Huffington Post. She has also been a panel speaker for the San Diego County Bar Association and Lawyers Club on work-life balance for new attorneys and solo practitioners and has presented Continuing Legal Education courses to the San Diego Volunteer Lawyers Program, San Diego Law Library and the Institute of Divorce Financial Analysts. Attorney Sachdev is also noted for her extensive background in the finance and business field. She received her Bachelor of Science in Business Administration from the University of Nevada, Reno in Marketing and Management. She completed her Masters of Science in Business Administration in Financial & Tax Planning at San Diego State University and obtained the certificate for Personal Financial Planning. Ms. Sachdev enjoys the distinction of being the first family law attorney in the greater San Diego area who obtained the designation of Certified Divorce Financial Analyst ™.

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.

Mr. Bruce’s legal career has focused on criminal litigation. For 37 years, Mr. Bruce worked as Assistant United States Attorney in the United States Attorney’s Office for the Western District of New York. During this time, he was Chief of the Organized Crime and the National Security Divisions of the office and served as Senior Litigation Counsel before retiring in 2016. He has extensive experience in investigations, trials of complex criminal cases, including RICO, tax, mail and wire fraud, false statements, perjury, and narcotics cases in United States District Court, and in appeals to the Second Circuit Court of Appeals. Over the last 20 years of Mr. Bruce’s career in the United States Attorney’s Office, he served as an Office Evaluator for the Executive Office for the United States Attorney’s Office, participating, as a member of a teams of seasoned Assistant United States Attorneys, in peer evaluations of United States Attorneys’ Offices throughout the United States. In 1998, Mr. Bruce took a temporary assignment as the Resident Legal Advisor in the United States Embassy in Moscow, where he was the liaison between Department of Justice Office of Overseas Prosecutorial Development Assistance and Training and the Russian Procurator’s Office to set up and run training by U.S. prosecutors and law enforcement agents for their Russian counterparts. From 2004 to 2006, Mr. Bruce also handled a complex ethics and misconduct investigation which involved an exhaustive review of two large scale narcotics prosecutions from another U.S. Attorney’s Office to determine if the lead Assistant United States Attorney in those cases had committed any violations of the law, acts of prosecutorial misconduct or ethical violations and prepared a report that was submitted to the Office of Professional Responsibility within the Executive Office for United States Attorneys. For four years prior to joining the U.S. Attorney’s Office, Mr. Bruce worked with the Internal Revenue Service Office of District Counsel. During this time, he acted as in-house counsel to the Buffalo Internal Revenue District on tax examinations, collection matters and in ongoing criminal investigations. He reviewed results of criminal tax investigations to determine if they were factually and legally sufficient to be referred to the Department of Justice for prosecution. He also tried and briefed cases in the United States Tax Court. Since 1996, Mr. Bruce has also been an Adjunct Professor at the SUNY Buffalo School of Law. Since leaving government service, Mr. Bruce has become a member of the Erie County Bar Association Grievance Committee where he has been called on to review allegations of ethical violations by criminal defense attorneys. He has also been an on-air commentator for WGRZ, Channel 2, and WBEN Radio., providing commentary and insight on high-profile federal prosecutions.

Attorney Angela Frozena brings 15 years of diverse experience to serve the people of Kenosha County and eastern Wisconsin. A native of northeastern Wisconsin, Angela graduated from Roncalli High School and received an Honors Bachelor of Science in Applied Mathematical Economics from Marquette University. She also graduated from the University of Wisconsin Law School. She has not only drafted estate plans, but also administered them as a trust officer and prepared fiduciary income, estate, and gift tax returns. Her years in the financial services industry provided valuable experience both in working with advisors and understanding the inner workings of underwriting, in-force operations, and claims, particularly for long-term care insurance. Attorney Angela Frozena is prepared to provide the guidance you need both now and in the future. To learn more, contact us at 262-237-8668 to schedule a consultation.

Attorney John Laszlo and his wife have been married for 37 years. They have three children together. One of their children is a recent graduate of college. Their other two children, twin sons, are sophomores in college. One son attends Kelley Business School at Indiana University and the other son attends the Wharton School of Business at the University of Pennsylvania. Attorney Laszlo is a lifelong resident of Northwestern Indiana, and currently resides in Munster, Indiana. He has extensive and recent experience in tax representation helping clients who owe the IRS money resolve their tax issues.