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Jumpstart March: Tax Tips for Small Businesses and Entrepreneurs
March 4, 2021 @ 8:30 am - 9:30 am
In March, Jumpstart is talking all about taxes and sharing tips for small businesses and entrepreneurs. Did your heart rate rise when you read “taxes”? If so, this hour-long engaging presentation is for you! Come hear from Wendi Boddy and Steve Powers from CliftonLarsonAllen. CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. They exist to create opportunities — for their clients, their people, and their communities. You do not want to miss this opportunity!
Wendi Boddy is the managing partner of the Charlotte office and previously served as the tax principal in charge with the CLA Carolinas offices. Wendi has over sixteen years in public accounting specializing in compliance and tax issues affecting both individuals and privately held for‐profit businesses. Wendi served in the private sector prior to joining CLA. She currently lives in
Charlotte, NC and serves business and individual clients throughout the Southeast.
Steve joined the CLA family in January of this year. Steve enjoys leading a team that provides a premier wealth management experience. He serves clients in a holistic, spiritually-influenced, manner to help clients achieve their individual definition of success. He loves building lasting relationships, built on trust and service. Steve brings over 27 years of industry experience. The first half of Steve’s career was focused on serving individual clients, earning his CFP designation in 1997. The last 15 years was working with asset management firms, traveling to 47 states to present market and investment-related topics to thousands of advisors, wealth management firms and conferences.