Attorney Profile

Katherine A. Heptig
PartnerA partner in the Firm’s Corporate, Health Services and Tax Practice Groups, Kate focuses on transactional tax law and executive compensation; general business law relating to corporations, LLCs and partnerships; and ERISA/employee benefits matters (a specialty in which she earned her LLM) including multi-employer health and welfare, and retirement plan issues for both plan sponsors and participants.
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 received Long Island Business News’ 50 Most Influential Women in Business for 2016. She was selected to SuperLawyers New York Metro Rising Stars 2014 (Business/Corporate) and 2015 (Tax). In 2013, she received Long Island Business News’ Leadership in Law- Associate award and in 2016, the publication named her one of its “40 Under 40.”
Kate is a member of Hofstra University’s Women in Leadership Advisory Board.
The Health Services practice has been included in the Chambers USA directory in the Healthcare category.
926 RXR Plaza
Uniondale, NY 11556-0926
New York
Court AdmissionsUnited States Tax Court
Bar AffiliationsNassau County Bar Association
New York State Bar Association
EducationJohn Marshall Law School, LL.M. in Employee Benefits
University of Pennsylvania Law School, Juris Doctor
Hofstra University, B.A.
Practice Groups
News & Publications
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The IRS’ Role in Providing Tax Relief to Those Affected by COVID-19
March 25 | 2020 -
IRS Provides Answers to FAQs Regarding COVID-19 Relief
March 25 | 2020 -
90 Days of Relief on Federal Income Tax Filings and Payments
March 20 | 2020 -
Heptig, Riverso Named To Crain’s Notable Women List
December 16 | 2019 -
Employers and Employees Should Consider Their Stock Options
November 26 | 2019 -
Heptig Authors Article for USLAW
September 25 | 2019 -
‘Taxpayer First Act’ Signed into Law
July 10 | 2019 -
Heptig and Murphy Quoted in LIBN Article
July 9 | 2019 -
Heptig, Goldstein and Christoforou Create New Kidney-Care Group
April 29 | 2019 -
Chambers and Partners Recognizes Rivkin Radler
April 25 | 2019
View All Publications