Attorney Profile
Katherine A. Heptig
PartnerA partner in the Firm’s Business Dissolution; Corporate; Health Services; Personal, Family & Business Planning; 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 Super Lawyers 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 was named to the Best Lawyers in America® list for Health Care Law for 2025.
Since 2016, the Health Services Practice Group has been recognized in the Chambers USA directory.
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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56 Rivkin Radler Attorneys Named 2024 New York Metro Super Lawyers®/Rising Stars
October 24 | 2024 -
38 Rivkin Radler Attorneys Included in The Best Lawyers in America®
August 15 | 2024 -
Treasury Issues Final Rule on Disclosure of Beneficial Ownership
September 29 | 2022
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