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BKD provides tax and financial planning, estate services, retirement planning, gifting and wealth planning assistance to thousands of individuals, including young, working couples; individuals in mid-life building their careers and wealth and planning for retirement; and retired couples focused on gifting and estate planning. Many but not all of these individuals are the owners or former owners of businesses, which also rely on BKD’s solutions for success.
Together, with BKD Wealth Advisors, LLC and BKD Corporate Finance, LLC, BKD offers a wide variety of financial advisory services that address your needs as you transition through life.
BKD's tax advisors have been timely and responsive and their advice has helped me make decisions that reduced my tax burden. They also have scrutinized the tax implications of my investments held with BKD Wealth Advisors, and that's been extremely helpful, too.
— Texas Retiree
- Tax planning & projections
- Succession planning
- WealthPlan services
- Investment advisory services —
BKD Wealth Advisors, LLC - Retirement planning
- Gift planning
- Business valuations for gifts
- Education expense planning
- Estate planning
- Preparation of returns for income tax, trusts, gifts & estates
- Representation before the IRS
- Preparation of personal financial statements
- Financial settlements in separation & divorce
For More Information
Contact your BKD advisor or:Jack Thurman
WealthPlan Director
417.831.7283
