Jason Worden, CPA, MBT

 

Director of Tax Services

As Director of Tax Services, Jason works collaboratively with SilverOak's wealth management advisors to develop comprehensive tax planning strategies.  Jason has extensive experience working with entrepreneurs, small business owners, and high net worth individuals, helping them minimize their federal and state tax obligations and assisting them with their tax compliance matters.

Prior to joining SilverOak, Jason held a Senior Tax Director role at a global accounting and advisory firm.  Jason has experience in a varied range of tax planning disciplines, including income, trust, estate, gift, corporate, partnership, and qualified retirement plans.  This background provides him with a unique perspective to handle a wide range of complex tax and accounting matters.

Education

  • Mankato State University - B.S. Accounting

  • University of Minnesota - MBT (Masters of Taxation)

  • Certified Public Accountant (CPA)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

  • Member, Minnesota Society of Certified Public Accounts

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SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

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