Photo of Jay Silverstein
Jay Silverstein
Retired Principal
JD, LLM
jay.silverstein@mossadams.com
(707) 535-4115
My Profile

Industry Expertise

Private Clients Wine, Beer & Spirits

Practice Focus

Estate Tax Planning Succession Planning

Biography

Prior to joining Moss Adams in 2001, Jay was a tax attorney in Northern California. He spent 30 years working with closely held businesses, advising them on structure, incentive compensation, succession planning, and estate planning matters.

Jay has extensive experience helping business owners identify and prioritize their business and personal goals and assisting them with the planning and implementation of a strategy to meet those goals.

He, has worked with many business owners to help them achieve a successful exit strategy whether that strategy is an internal family succession plan, management buy out, or third-party liquidity event.

Professional Affiliations

  • Member, California State Bar Association
  • Past Member, Redwood Empire Estate Planning Council
  • Sponsor, Institute for Family Business

Education

  • BS, University of Oregon
  • JD, University of Oregon
  • LLM, taxation, New York University

Insights from Jay Silverstein

Webcast
Succession Planning for Professional Services
Transition planning is crucial to the continued success of your professional services business. Learn more.
Webcast
Article
Changing Your Residency from California: Considerations and Alternatives
Gain insight into different residency-transition options and alternatives, including pros, cons, and implications of each.
Article
Article
How to Navigate Transition Planning: Strategies for You and Your Business
Before a merger or acquisition, map your privately held business’ transition strategy with our transaction planning checklist.
Article
Article
5 Estate Planning Factors to Consider During COVID-19—and 4 Steps to Get Started
Your estate plan could require changes due to COVID-19. Explore important factors to consider—and steps to get started.
Article
Article
What to Expect and Plan for During Each Phase of Your Business
Learn what to expect during each phase of a company’s life cycle—and actions to take to help prepare for what is next.
Article
Article
Succession Planning Made Simple for Construction Companies
Are you prepared to transition the ownership of your business? Consider these five fundamental questions as you develop your succession plan.
Article
Article
Tech Leadership Succession Requires New Thinking in a Tight Labor Market
Generational shifts and a competitive labor market are changing the way technology companies must approach their succession plans. We provide insight on some key strategies that will help make yours successful and sustainable.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.