Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Jason Wimmer
St. Paul

8665 Hudson Blvd. North
St. Paul, MN
55042

Tel: 651.766.2896
Email: jwimmer@wipfli.com

Services

Tax

Areas of Expertise

  • Financial institution taxation
  • Corporate taxation, including C corporations and S corporations
  • Individual taxation, including high net worth individuals and business owners
  • Business and individual tax planning, including tax research and advice
  • Accounting methods and periods
  • Cost segregation analysis
  • Mergers and acquisitions
  • Accounting for income taxes

Industries

Financial Institutions
Financial Services

Education

St. Cloud State University
  • Bachelor of science degree in accounting
University of Minnesota - Carlson School of Management
  • Master of business taxation degree

Jason J. Wimmer, CPA, MBT

Partner

Jason Wimmer is a tax partner with Wipfli LLP’s financial institutions practice.  Jason uses his skills to ensure that clients receive accurate and timely income tax planning and compliance services.  He uses his understanding of complex tax laws to maximize tax opportunities for clients.  Examples of projects that Jason has provided include:

  • Accounting method changes to accelerate tax deductions and defer taxable income, resulting in lower income tax liabilities and improved cash flow
  • Conversions from C-corporation to S-corporation status (and analysis of the effect on shareholder groups), thereby eliminating double taxation and providing for increased shareholder stock basis
  • Tax minimization projects on the conversion of a federal credit union to a federal mutual savings association, including multistate tax analysis
  • Cost segregation studies to accelerate tax deductions and improve cash flow
  • Analysis of income tax issues relating to bank acquisitions, including effect on shareholder group, and tax minimization strategies for the same
  • Assistance with implementing the recognition, measurement, and disclosure requirements of FIN No. 48, Accounting for Uncertainty in Income Taxes

Jason also has experience representing clients before the Internal Revenue Service and various state departments of revenue.

Certifications
  • Certified Public Accountant
  • Master of Business Taxation
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Minnesota Society of Certified Public Accountants (MNCPA) - Member
  • Presenter at bank conventions and author of tax articles for bank publications
  • Active involvement in the community including board member of a not-for-profit organization

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