Joanna Powell
- Role
- Managing Director at Cbiz & Mhm New England
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director
Dec 2012 — Present · Boston, MA, US
Providing personal financial services to high net worth individuals and their families. Clients include high net worth families, closely-held corporations, partnerships and S-corps, and business owners. Experience includes federal and state tax planning, income, trust, and gift tax planning and compliance, cash flow planning, and personal tax and financial advice. CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting, tax, and advisory services provider in the nation. We uniquely combine national resources with local decision making by experienced, New England-based professionals.
Education
Northeastern University
BS, Accounting and Finance
2001 — 2006
D'Amore-McKim School of Business at Northeastern University
Master's Science in Taxation, Masters of Taxation
2007 — 2009
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