Marni J. Spence, CPA, Principal

Marni  Spence,  CPA  CliftonLarsonAllen  LLP  

Principal    

Phone:  407-­‐802-­‐1205    Orlando,  FL    

 Email:    marni.spence@CLAconnect.com  

 

PROFILE:  Marni  is  a  Tax  Principal  with  more  than  26  years  of  tax  experience  in  public  accounting,  focusing  on  closely  held  businesses  and  their  individual  owner’s  tax  returns.  She  is  also  in   charge   of   the   manufacturing   and   distribution   tax   practice   in   the   state   of   Florida.  Marni’s  background  includes  directly  overseeing  the  planning,  performance,  and  review  of   tax   engagements.     She   works   throughout   the   year   with   her   clients   for   tax  consultation,   cash   flow   planning   and   innovative   tax   solutions.   She   also   works   with  professional  athletes  and  clients  in  the  entertainment  industry.        

EXPERIENCE  SERVING  CLIENTS:  Marni’s   primary   specialty   is   serving   owners   of   privately   held   businesses   and   their  individual  tax  returns.  She  often  advises  on  multi-­‐state  and  municipality  tax  issues  and  strategies.     She   is   the   Research   and   Development   tax   credit   liaison   for   the   Orlando  office,   working   to   actively   identify   clients   that   will   benefit   from   CliftonLarsonAllen  Research   and   Development   Tax   Credit   studies.   Her   industry   focus   has   been  with   the  CliftonLarsonAllen   Manufacturing   and   Distribution   team.   She   is   the   Southeastern  Regional  Manufacturing  and  Distribution  Tax  Lead.  

Professional  Associations:  *Member,  Florida  Executive  Women  *Member,  American  Institute  of  Certified  Accountants  *Member,  Florida  Institute  of  Certified  Public  Accountants    Boards  I  Serve  On:  *Board  Member,  UCF  Research  Foundation  Board  *Board  Member,  City  of  Winter  Park  Parks  and  Recreation  *Co-­‐Executive  Director,  Athena  PowerLink  Program  Board  of  Directors/Mentor    Advisor  *Board  Member,  National  Center  for  Simulation  *Board  Member,  Orlando,  Inc.    *Board  Member,  UCF  Alumni  Board      Education:  B.S.,  Accounting,  University  of  Central  Florida    Activities:  *Upwards  Basketball  Coach,  First  United  Methodist  Church  in  Winter  Park  *Winter  Park  YMCA  Basketball  Coach    Past  Awards:  2013  –  Winter  Park  Community  Leader  Award    2001-­‐2002  The  Dr.  Robert  Doering  Award-­‐Crimeline  2000  Winter  Park  Chamber  of  Commerce  Vice  Chair  Award  2005  Winter  Park  Chamber-­‐Leadership  Winter  Park  Chairman  of  the  Year  2011/2012    Orlando  Home  &  Leisure  Magazine  Five  Star  Wealth  Manager/Taxation  Award