DIRECTOR, TAX SERVICES
Jodie began her professional career in 1993. She provides tax compliance and consulting services to individuals, corporations, S corporations, limited liability companies, and partnerships. Jodie’s clients include energy service companies, automobile dealerships, construction companies, and healthcare entities, among others.
Before the 2015 merger with LaPorte, she was a partner in Beyer, Stagni & Co.
Jodie is a member of the Construction Industry Group. Her clients include shipbuilders, a construction company that builds floodgates and related structures, and marine services companies. Jodie assists these clients with conversion of entity type; conducts cost segregation studies to maximize depreciation; and assists with research and development (R&D) tax credits, Louisiana Enterprise Zone tax credits, employee retention tax credits, sales tax planning and audits, and multistate tax planning.
Jodie’s services to dealerships include tax return planning and preparation and planning for state tax credits relating to inventory. In addition, she assists with all facets of business structuring and planning. Jodie helps her clients with the purchase and sale of their businesses, and she advises on entity selection and conversions as well as lease structuring and cost segregation to maximize depreciation.
Other consulting services Jodie provides for her dealership clients include benchmarking, LIFO calculations and planning, 263A inventory calculations, and succession planning.
An active member of the LaPorte Energy Industry Group, the tax services Jodie provides include assistance with business combinations, structural tax planning, conversion of entity type, and due diligence examinations in connection with mergers and acquisitions. Jodie also assists with cost segregation studies to maximize depreciation, R&D tax credits, Louisiana Enterprise Zone tax credits, employee retention tax credits, sales tax planning and audits, and multistate tax planning.
Bachelor of Science in Accounting, Nicholls State University
Certified Public Accountant
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants, Former President, South Central Chapter; Former Member, Accounting and Auditing Standards Committee; Member and Former Chair, Financial Literacy Committee
Bayou Industrial Group, President; Banquet Committee Chair; Former Executive Vice President; Former Treasurer; Former Membership Committee Chair
RSM US, Executive Leadership Program
South Central Industrial Association, Workforce Education Committee
Habitat for Humanity, Former Board Member
Houma-Terrebonne Chamber of Commerce, Government Affairs Committee Member
Junior Achievement, Volunteer
Lafourche Chamber of Commerce
Leadership Lafourche, Class of 2018 Graduate
Leadership Lafourche Alumni
Leadership Terrebonne, Class of 2020 Graduate
Nicholls State University, Accounting Advisory Board Member
The Haven, Former Board Member
Thibodaux Chamber of Commerce, Former Ambassador
New Orleans CityBusiness, 2019 Women of the Year, Honoree
Beta Alpha Psi, 2006 Hall of Fame
Terrebonne Chamber of Commerce, “CARES Act: A First Look.” May 2021
Louisiana State Bar Association, “CARES Act: A First Look.” April 2020
Thibodaux Chamber of Commerce, “Tax Cuts and Jobs Act.” October 2019
Private Client Group, “Shareholder Basis in an S Corporation.” July 2019
Lafourche Chamber of Commerce, “Tax Cuts and Jobs Act.” January 2019
Private Client Group, “Tax Cuts and Jobs Act.” July 2018
Bayou Industrial Group, “Tax Cuts and Jobs Act.” March 2018