Katherine J. Levy
Of Counsel
Katherine J. Levy concentrates her practice in:
- Estate planning and administration
- Individual, as well as public and privately held corporate tax counseling
- Structuring of limited partnerships, joint ventures, limited liability companies, and S corporations
- Tax aspects of corporate transactions
- Tax litigation
Publications
"Increased Interest Rates Encourage Corporations to Settle Quickly," IRS Practice Alert (April 1991)
"When the collection Division Calls Try an Offer in Compromise," IRS Practice Alert (January 1988)
Various tax articles for newsletter, Successful Selling and Sales Management
Speeches and Presentations
"Strategic Alternatives to an Outright Sale of Your Company — Getting Cash Out While Keeping Control," Entrepreneurs’ Roundtable, Chicago (March 6, 2006)
"Planned Giving Overview" Seminar, American Academy of Pediatrics, Chicago (April 2001)
Education
DePaul University College of Law
(J.D.,
1980)
DePaul University
(M.S., Taxation,
1973)
University of Illinois at Urbana-Champaign
(B.S., Accountancy, with honors,
1969)
Professional Certifications
Certified Public Accountant (CPA)
Professional Memberships
Illinois State Bar Association
Chicago Bar Association
Federal Taxation Committee
Lake County Estate Planning Council
Beta Alpha Psi, National Accounting Honorary Fraternity
Iota Sigma Epsilon, Management Honorary Society
