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Joanna Powell

Managing Director, CFP®, MST

 617.761.0583
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  • Overview

    Joanna is a member of the Tax Group and Leader of the High-Net-Worth Individuals and Family Groups Tax Practice at CBIZ & MHM New England (formerly CBIZ Tofias). She has more than 13 years of experience providing tax consulting, planning, preparation and review services for high net worth individuals and family groups. Prior to joining CBIZ & MHM, Joanna worked in the high net individual tax group at PwC in Boston.

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