Jeffrey D. Moss is a Member of Dawda, Mann, Mulcahy & Sadler, PLC. He concentrates his legal practice in the areas of tax law, estate planning, business transactions, tax exempt non-profit matters, and real estate transactions. He is also co-chair of the Corporate Practice Group and chair of the Business Development Committee for the Firm.

In Jeffrey’s tax practice, he counsels companies and their owners, individuals and fiduciaries, and beneficiaries regarding tax planning, estate and succession planning, asset protection and tax compliance. Jeffrey uses these skills to counsel functional and dysfunctional businesses in business transition and succession planning matters.

Jeffrey’s corporate practice involves structuring and handling mergers and acquisitions, reorganizations, asset purchase and sale transactions, stock purchase and sale transactions, liquidations, recapitalizations, and related transactions. He also has a subspecialty of advising and representing inbound foreign subsidiary corporations.

Jeffrey also has many physician and medical practitioner clients and has been actively involved in issues confronting medical professionals, including practice formation and separation, buy-sell agreements, estate planning and asset protection solutions, creation of limited liability companies, and other issues related to the medical and healthcare areas.

He also has experience in international tax planning, choice of entity, and other tax-advantage structures. Mr. Moss has experience with IRS controversies including the Offshore Voluntary Disclosure Program, Offers in Compromise and Installment Agreements and is admitted to practice in front of the IRS and in U.S. Tax Court.

In the nonprofit area, Jeffrey handles the formation and qualification of entities as tax exempt under federal tax law for charitable purposes. He also represents many real estate professionals in acquisitions, sales, leasing, syndications, and tax-deferred 1031 transactions.

For his article titled “Solar Panels, Tax Incentives and Your House,” published by the ABA’s Property & Probate Magazine in January 2010, he was honored with a 2010 Excellence in Writing Award. The article was named the magazine’s Best Cutting Edge Article of 2010. Jeffrey has written many other articles and presentations, and is a frequent speaker and presenter.

Since 2013, he has been a member of the Board of Directors of Yad Ezra, a public charity. Beginning in 2018, he has also been involved as an Officer and Treasurer.

Jeffrey earned his J.D. from the University of Michigan Law School in 1993 and his LLM in Taxation from Wayne State University Law School in 1999. He received his B.A., with honors, from the James Madison College at Michigan State University in 1990.

Jeffrey D. Moss

Member
Education
  • University of Michigan Law School, Ann Arbor, 1993, J.D.
  • Wayne State University Law School, Detroit, 1999, LLM Taxation
  • James Madison College at Michigan State University, East Lansing, 1990 B.A. with Honors
Associations
  • American Bar Association Taxation Section Probate and Property Section Member State Bar of Michigan
  • State Bar of Michigan Taxation and Probate and Estate Planning Sections Member
Honors and Awards
  • Top Lawyer: Nonprofit & Charitable Organizations Law – DBusiness, 2011, 2013, 2018-2020
  • Top Lawyer: Trusts and Estates – DBusiness, 2013, 2014, 2018-2021 Top Lawyer: Tax Law – DBusiness, 2011, 2012, 2014, 2016-2018, 2020, 2021
  • Listed in Leading Lawyer: Association & Non-Profit Law; Trusts, Will & Estate Planning Law – Since 2017
  • Selected to Michigan Super Lawyers list in Taxation – 2017-2021
  • Recognized as “Five Star Professional – Estate Planning Attorney” – Hour Magazine, June 2014, 2015, 2016, 2018
  • Peer Review Rated – LexisNexis/Martindale-Hubbell®
  • Recognized by The Best Lawyers in America©, Corporate Law, Tax Law, Trusts & Estates, 2021 – 2023
  • One of 30 Michigan Lawyers Weekly – Leaders in the Law, 2020
Bar Admissions
  • Michigan, 1994
Specialties
  • Tax
  • Mergers & Acquisitions
  • Non-Profit and Tax-Exempt Organizations
  • Business Planning, Partnerships, Joint Ventures, and LLCs
  • Privately Held Business
  • Health Care
  • Entity Selection & Structure
  • International Transactions & Structures
  • State and Local Taxation
  • Estate Planning & Administration
Publications
  • Foreign Bank Account Reports: Will There be more Scrutiny of FBARs and Other Disclosure Returns? Journal of Taxation and Regulation of Financial Institutions Spring 2018 • Vol 31 / No 3
  • Taking Foreign Income into Account for Taxes Accounting Today September 22, 2017 Virtual Value – Integrating Technology into Estate Planning Senior Outlook Today October 25, 2016
  • Offshore Voluntary Disclosure Program: Steer Clear of Unwanted Tax Penalties with Information that Brings you Up To Speed on the IRS Offshore Voluntary Disclosure Program The Michigan Association of Certified Public Accountants Management Information and Business Show June 25 and 26, 2014
  • Blended Families, Privacy, Pitfall Avoidance, and Other Reasons Why Estate Planning Lawyers Remain Important Michigan Bar Journal Probate and Estate Planning May 2014, Volume 93, No. 5
  • “Green” Tax Incentives: A Guide to Federal and Michigan Incentives for Clean Energy and Energy Efficiency by Richard P. Manczak and Jeffrey D. Moss Michigan Bar Journal January 2011, Volume 90, No. 1
  • Solar Panels, Tax Incentives, And Your House American Bar Association Probate and Property Magazine January/February 2010, Volume 24, Number 1