Attorney Profile

Katherine A. Heptig

Partner

A partner in the Firm’s Corporate, Health Services and Tax Practice Groups, Kate specializes in transactional tax law and executive compensation, while also focusing on general business law relating to corporations, LLCs and partnerships, and ERISA/employee benefits matters (a specialty in which she earned her LLM).  She advises individuals and businesses across a broad range of industries in each of these substantive areas of law in connection with corporate operations and reorganizations; sales and acquisitions of businesses;  tax-free spin-offs; executive compensation arrangements; qualified and non-qualified pension and deferred compensation plans; equity, incentive compensation, change in control and severance arrangements; business succession planning; executive employment agreements; shareholder and operating agreements; joint ventures; corporate governance; commercial contracts; and audit and other tax controversy matters.

Kate regularly advises physicians, group medical practices and other types of health services clients on transactional matters from a tax, regulatory and corporate governance standpoint, and she has experience establishing MSO corporate structures for licensed professionals in a variety of fields, in addition to preparing such entities for investments through private placements.  Kate also represents not-for-profit corporations on matters with respect to formation and securing tax-exempt status, as well as on operational issues, compensation matters, and corporate governance.

Kate was the recipient of the Long Island Business News’ 50 Most Influential Women in Business for 2016.  She was selected to the SuperLawyers New York Metro Rising Stars 2014 (Business/Corporate) and 2015 (Tax) lists.  In 2013, she received a Long Island Business News “Leadership in Law” Associate award and in 2016, Long Island Business News named her one of its “40 Under 40.”

Kate serves on the Board of Directors of Girls on the Run Long Island and is a member of the Dean’s Advisory Board of Hofstra University’s College of Liberal Arts and Sciences.  She is also a member of Hofstra University’s Women in Leadership Advisory Board.  Kate is also on the Young Professionals Committee of the Long Island Association (LIA).

The Health Services practice has been included in the Chambers USA directory in the Healthcare category.

P: (516) 357-3421
F: (516) 357-3333

926 RXR Plaza
Uniondale, NY 11556-0926

Bar Admission

New York

Court Admissions

United States Tax Court

Bar Affiliations

Nassau County Bar Association

New York State Bar Association

Education

John Marshall Law School, LLM in Employee Benefits

University of Pennsylvania Law School, Juris Doctor

Hofstra University, B.A.

Katherine A. Heptig

Partner

A partner in the Firm’s Corporate, Health Services and Tax Practice Groups, Kate specializes in transactional tax law and executive compensation, while also focusing on general business law relating to corporations, LLCs and partnerships, and ERISA/employee benefits matters (a specialty in which she earned her LLM).  She advises individuals and businesses across a broad range of industries in each of these substantive areas of law in connection with corporate operations and reorganizations; sales and acquisitions of businesses;  tax-free spin-offs; executive compensation arrangements; qualified and non-qualified pension and deferred compensation plans; equity, incentive compensation, change in control and severance arrangements; business succession planning; executive employment agreements; shareholder and operating agreements; joint ventures; corporate governance; commercial contracts; and audit and other tax controversy matters.

Kate regularly advises physicians, group medical practices and other types of health services clients on transactional matters from a tax, regulatory and corporate governance standpoint, and she has experience establishing MSO corporate structures for licensed professionals in a variety of fields, in addition to preparing such entities for investments through private placements.  Kate also represents not-for-profit corporations on matters with respect to formation and securing tax-exempt status, as well as on operational issues, compensation matters, and corporate governance.

Kate was the recipient of the Long Island Business News’ 50 Most Influential Women in Business for 2016.  She was selected to the SuperLawyers New York Metro Rising Stars 2014 (Business/Corporate) and 2015 (Tax) lists.  In 2013, she received a Long Island Business News “Leadership in Law” Associate award and in 2016, Long Island Business News named her one of its “40 Under 40.”

Kate serves on the Board of Directors of Girls on the Run Long Island and is a member of the Dean’s Advisory Board of Hofstra University’s College of Liberal Arts and Sciences.  She is also a member of Hofstra University’s Women in Leadership Advisory Board.  Kate is also on the Young Professionals Committee of the Long Island Association (LIA).

The Health Services practice has been included in the Chambers USA directory in the Healthcare category.

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