Jason Uetrecht is Partner-in-Charge of RubinBrown's Private Client Services Group. He has extensive experience in providing comprehensive income tax, estate tax, financial planning and investment advisory services to business owners, senior executives, high net worth families and family office clients.
Jason joined RubinBrown in 2012. Prior to joining RubinBrown, he was a Tax Director of Personal Financial Services at PWC for over 14 years. He specialized in providing clients with sophisticated income tax and estate planning strategies, including wealth transfer techniques, lifetime giving strategies, charitable giving and technical analysis in income, estate and gift areas
Community Involvement
Member, Board of Directors, Youth in Need - Member, Development Committee, Member, Planned Giving Committee
Board Member and Treasurer, St. Louis Planned Giving Council
Former Member and Treasurer, Chaminade College Prep Alumni Board of Directors
Former Corporate Achievers Top Fundraiser, Multiple Sclerosis Society
Education
Master of Taxation, University of Denver
B.S., Business Administration, Accounting, St. Louis University
Experience
Entity structure and business planning
Tax and financial planning
Stock option planning
Retirement planning
Estate planning
Investment counseling
Tax compliance
Professional Organizations
Member, American Institute of Certified Public Accountants
Member, Missouri Society of Certified Public Accountants
Member, Financial Planning Association
Member, Estate Planning Council of St. Louis
Member, Partnership for Philanthropic Planning
Member, National Association of Estate Planners