Biography

Jay has been with Moss Adams LLP since 2001, and leads the firm's Wealth Services Practice for both the Santa Rosa and San Francisco offices. He focuses on ownership succession strategies and estate planning for closely held business owners and their families and provides estate and tax planning for high net worth individuals and their families.

Jay is also a member of the firm's Wineries & Vineyards Practice and a frequent writer and speaker on complex tax, business, and personal issues involving succession and estate planning for winery owners and their families.

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