Jason Watt, JD, CPA

For nearly 20 years, I have helped individuals, corporations, nonprofit organizations and small businesses achieve their tax, financial and charitable goals. I developed my expertise working as a CPA at a Big Four firm, serving as a judicial law clerk, and working as a planned-giving professional for many years at a national community foundation. My professional experiences have focused primarily on tax planning for high-net-worth individuals and assisting them with their trust and estate needs.

My greatest professional passion is helping donors identify charitable solutions that wisely complement their financial and estate planning goals. I am a former board chair of the Minnesota Planned Giving Council and have volunteered as a Brisk Walk Through the Basics instructor. I earned my juris doctor degree from Mitchell Hamline School of Law and am a licensed CPA. I hold a B.A. degree in accounting from Augustana University.

Once an Eagle Scout, always an Eagle Scout. I believe contributing to the community is an important way to live my values. My professional contributions include serving on the Minnesota Planned Giving Council board of directors for six years, chairing the board in 2014-15, and serving on the Association of Lutheran Development Executive’s Finance Committee. I also volunteer as an elementary rec-league coach through Minnetonka Community Education and as a Sunday-school teacher.

A Twin Cities Marathon finisher, I have replaced my running shoes with a fishing rod. My time spent abroad in Taipei, Taiwan, as a missionary inspired a love of travel and global cuisine, and I serve as the office storyteller. I enjoy a good prank and spending quality time with my three kids, my wife, Katy, and our wondercat, Bella.