Highlights

Three Mississippi Firms Join BKD
Three Jackson, Miss.-based accounting firms are combining with BKD, effective June 1, 2008. The move brings approximately $10 million in annual revenues and 70 personnel. Significantly enhancing expertise to better serve clients, the combination also expands BKD's southern reach. Learn more »»

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Sandy Z. Poneleit
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417.831.7283

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WealthPlan is BKD’s family of professional services to help clients grow, preserve and protect their wealth. Through WealthPlan advisors, clients have access to the resources of BKD, LLP and BKD Wealth Advisors, LLC (BKDWA), a wholly owned subsidiary. BKDWA is our investment advisory subsidiary registered with the Securities and Exchange Commission, which manages or supervises approximately $1 billion in client portfolios and provides investment management, personal wealth planning and estate planning solutions.

BKDWA’s advisors are financial counselors with years of experience in investment and financial management. Increasingly they are being tapped by national media for insight, explanation and solid commentary related to newsworthy issues. Selected national appearance listings for print and electronic media are featured on this page.

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"TAXWATCH: Some Deductions Are Uncommon, But Plenty of Taxpayers Qualify"
by Andrea Coombes
April 3, 2008
MarketWatch.com
Lisa Workman, Director of Tax Services, BKD, LLP

In a recap of eight deductions that are little-known, but for which plenty of taxpayers qualify, Lisa zeroes in on giving up the dependency deduction. Higher-income parents with kids in college can make sure education credits don't go to waste.
"Investing During a Recession: Is it a Wise Decision?
by Don Wilkinson
March 3, 2008
Joplin Business Journal, joplinbusinessjournal.com
Jack Thurman, President, BKD Wealth Advisors

Jack offers his assessments on the developing regional economic climate and some direction on how a business or individual can choose to invest during this slowdown.
Bloomberg "Countdown" & "The Final Word"
Host: Sal Giangrasso
February 13, 2008
Bloomberg Radio
Jeff Layman, Director of Investment Services, BKD Wealth Advisors

With stocks lower, Jeff says the biggest contributor to negative returns of the day were energy stocks and consumer discretionary stocks. There is notable consumer concern about the companies if the economy should enter a recession.
"Simple Steps Can Reduce Risk of Fraud"
by Alan Goforth
February 11, 2008
The Kansas City Star
Angela Morelock, Partner & Don Wengler, Sr. Managing Consultant, Forensics & Dispute Consulting division, BKD, LLP

The face of corporate fraud in the U.S. is not Kenneth Lay or Bernard Ebbers. It may well be the popular, dedicated co-worker in the next cubicle. With respect to corporate fraud, Angela says, it's small and mid-sized businesses that are getting hit the hardest with the biggest losses.
"How to Drive Your Tax Preparer Crazy
ConsumerReports.org
February 2008
Consumer Reports Money Adviser
Gary Garwitz, Partner, BKD, LLP

Avoid being one of the "shoe box people" carrying bulging boxes in to tax preparers on April 15. Schedule time to talk about long-term goals and prepare tax strategies, Gary says. At least you can get started April 15 to move things forward.

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