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 Mr. Moss’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. Jeff uses these skills to counsel functional and dysfunctional businesses in business transition and succession planning matters.
Mr. Moss’ 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.
Mr. Moss 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.
Mr. Moss also has experience in international tax planning, choice of entity and other tax-advantaged 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 US Tax Court.
In the nonprofit area, Mr. Moss handles the formation and qualification of entities as tax exempt under federal tax law for charitable purposes.
Mr. Moss also represents many real estate professionals in acquisitions, sales, leasings, 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. Mr. Moss has written many other articles and presentations and is a frequent speaker and presenter.
Since 2013, Mr. Moss 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.
Mr. Moss 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
University of Michigan Law School, 1993 J.D.
Wayne State University Law School, 1999 LLM Taxation
James Madison College at Michigan State University, 1990 B.A. with Honors
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
Mergers & Acquisitions
Non-Profit and Tax Exempt Organizations
Business Planning, Partnerships, Joint Ventures, and LLCs
Privately Held Business
Entity Selection & Structure
International Transactions & Structures
State and Local Taxation
Estate Planning & Administration
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
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