Carl Worden

Carl Worden
CEO, DeferTax

  • carl@defertax.com
  • 408.261.2275
  • 3031 Tisch Way suite 901
  • San Jose, CA 95128

Our Mission

There are some keywords and phrases associated with a retiring generation. They are: retirement, travel, simplification of lifestyle, downsizing, relaxation, being close to family. For most, however, the ability to do these things requires the sale of hard-earned assets and paying a large tax bill. Sadly, many are choosing to avoid paying the taxes in the interest of wealth preservation and denying themselves the opportunity for a quality lifestyle. It is my mission to help these clients uncover strategies that will help them retire confidently.

About Carl

Carl Worden III is a Registered Investment Advisor who has helped educate thousands of clients how to successfully defer taxes from the sale of their highly appreciated assets. Over a period of more than two decades, Carl and his team have partnered with the best Real Estate Professionals, CPAs, and Trust & Tax Attorney’s to become a leader in his industry. His team has helped inform their clients on strategies to sell their Real Estate or Business without paying a huge tax bill.


Carl is devoted to his mission, to make the complicated and complex tax deferral options that the wealthy have used for years available to everyone from all walks of life. Carl has found a way to make the subject of tax deferral, aka saving a lot of money, fun and exciting. Also, Carl and his team have developed the only sales tool to connect business professionals looking for more leads with clients looking to save money.

Our Mission

There are some keywords and phrases associated with a retiring generation. They are: retirement, travel, simplification of lifestyle, downsizing, relaxation, being close to family. For most, however, the ability to do these things requires the sale of hard-earned assets and paying a large tax bill. Sadly, many are choosing to avoid paying the taxes in the interest of wealth preservation and denying themselves the opportunity for a quality lifestyle. It is my mission to help these clients uncover strategies that will help them retire confidently.