Joanna Powell
Tax Partner - Private Client Services
CohnReznick Advisory LLC
Joanna Powell is a Tax Partner with more than 20 years of experience advising high-net-worth and ultra-high-net-worth individuals and families on complex tax matters. Her work encompasses individual, partnership, estate, and trust taxation, with a focus on tax planning, compliance, and multigenerational wealth transfer strategies. She works closely with clients and their advisors to develop practical tax strategies that address current obligations while supporting long-term financial and family objectives.
Experience and credentials
Provides tax planning, compliance, and advisory services to high-net-worth and ultra-high-net-worth individuals and families
Advises on individual, partnership, estate, trust, and gift tax matters
Develops tax-efficient strategies for estate planning and multigenerational wealth transfers
Works with family members, executives, and their advisors to address complex tax considerations
Collaborates with estate attorneys, investment advisors, and other professionals to coordinate tax and financial planning strategies
Brings experience leading tax teams, overseeing engagements, and mentoring professionals
Monitors tax legislation and advises clients on potential implications for their financial and estate planning
Prior to joining CohnReznick, led high-net-worth tax services at a leading national accounting and advisory firm
Certified Public Accountant
Education
M.S., Taxation – Northeastern University
B.S., Business Administration – Northeastern University
Professional affiliations
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants
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