•  
 /  About Us / Employees / Employee

Joanna Powell

Managing Director, CPA, CFP®, MST

Phone: 617.761.0583
Follow me:
 

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.

Education

  • Bachelor of Science in Business Administration, Northeastern University
  • Master of Science in Taxation, Northeastern University

Professional Memberships

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants – Women in Accounting Committee

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
Share This Page
Print
Industry Expertise
spacer
Recent Tweets
Congratulations to Scott Wragg, Leader of our New England offices, on being recognized by the @ProvBusNews as one o… https://t.co/JHJGb2pGsL
What Additional COVID-19 Legislation Could Look Like for Not-For-Profits https://t.co/DKaHTv8owJ by @CBIZTofias
Most #NewEngland private companies surveyed had not yet taken advantage of the tax credits or deferrals from the… https://t.co/tgzRqxYBvU
Senate Republicans Offer Phase 4 Emergency Legislation in the HEALS Act: https://t.co/hUICIsK4L0 #HEALSAct #CARESAct #senate
Liquidity Concerns Troubling Your Not-For-Profit? Consider the Main Street Lending Program https://t.co/xlBKYIpSva by @CBIZTofias
COVID-19’s Impact on New England Private Companies: Survey Results - https://t.co/mVnmvZIeq0 #privatecompanies #tax… https://t.co/n629z5t6k3
Public Cos: Don't miss out on our upcoming webinar tomorrow on how public companies can optimize their tax function… https://t.co/LPLdWxFD9j
IRS Releases More Proposed Carried Interest Regulations: https://t.co/ftpOgnSTK6 #carriedinterest #privateequity #venturecapital
Senate Republicans Offer Phase 4 Emergency Legislation in the HEALS Act: https://t.co/afVK0z3KOO #HEALSAct #CARESAct #senate
Senate Republicans Offer Phase 4 Emergency Legislation in the HEALS Act: https://t.co/H8HNdm95oZ #HEALSAct #CARESAct #senate
IRS Releases More Proposed Carried Interest Regulations: https://t.co/1JoLgzffiA #carriedinterest #privateequity #venturecapital
The Implications of COVID-19 on #SOC Reports: https://t.co/WTXLle1fDp #SOCreports #cybersecurity #cyber #COVID #remotework
COVID-19’s Impact on New England Private Companies: Survey Results - https://t.co/ztRuJox0uo #privatecompanies #tax… https://t.co/tANvTkdMus
Reporting Requirements Impact Private Colleges and Universities: https://t.co/WWq3oatJPh #privatecolleges #NFP… https://t.co/4NBo7Hh6rs
New Details Emerge on the Main Street Lending Program: https://t.co/JqFrVFGsFT #mainstreetlending #MSLP
Top 3 COVID-19 Impacts on the M&A Market: https://t.co/vVVFOuixOG #COVID19 #covid #mergers #acquisitions
Check out our key findings from a recent survey to #NewEngland private companies on how #COVID19 has impacted their… https://t.co/CLhbqoxHdS
RT @cbz: News from the NAM - June 2020 #Manufacturing & Distribution Hot Topics Newsletter https://t.co/ShA4t2zzeX https://t.co/MlyfL16iCp
Investing in Distressed Debt: Tax Ramifications You Should Know: https://t.co/J6dUFdSDFr #distresseddebt #debt #PE #VC #investing
The Implications of COVID-19 on #SOC Reports: https://t.co/aW8aphUDx2 #SOCreports #cybersecurity #cyber #COVID #remotework
Follow @CBIZNewEngland