Private Client Services (PCS)

BKD’s Private Client Services (PCS) advisors provide sophisticated tax compliance, consulting and planning services to individuals, families, businesses, fiduciaries, private foundations and more. Much like a conductor directs an orchestra, PCS advisors use a synchronized, systematic approach to help grow, preserve and protect your wealth. The PCS team can work in conjunction with your current advisors or augment your team by providing access to additional resources such as investment management and financial planning services through BKD Wealth Advisors, LLC, a full suite of multigenerational advisory services through BKD Family Office and succession planning services through BKDnext®. Use as many services as you wish; our teams work together to provide flexibility for your changing needs.

You can count on the PCS team for insight, vision and experience, along with a unique blend of technical expertise that spans income and estate tax, investment management,* personal wealth planning, family office and succession planning solutions. Through PCS, you receive multiple resources from one trusted firm:  BKD CPAs & Advisors.

Click on the PCS solutions below for more information.

Income Tax

Solid tax planning is key to a healthy financial future. Tax implications affect many of your wealth planning decisions. We go beyond your 1040 return to analyze current and projected income as well as your plans to transfer wealth. Our forward-looking approach can help you grow and preserve assets, defer income and reduce taxes. Our tax services include:

  • Individual, fiduciary and business entity income tax compliance
  • Charitable trust and private foundation tax compliance
  • Annual and multiyear income tax projections
  • Income tax planning strategies
    • Income tax planning for retirement plan distributions
    • Roth IRA conversion analysis
    • Tax planning for stock options and deferred compensation
    • Tax planning for significant charitable contributions
  • Federal and state advocacy and audit representation
  • State residency planning
  • International tax services
    • Inbound and outbound
    • Foreign bank account reporting
    • Expatriate compliance and planning

Accounting

BKD provides a wide range of services to meet your personal and business accounting, tax, financial management and consulting needs. We’ll handle specialized support functions so you can concentrate on what you do best. Our accounting services include:

  • Payroll tax preparation
  • Bookkeeping and accounting
  • Fiduciary accounting
  • Bill pay
  • Assurance and audit services

Estate & Gift Tax

Our advisors can assist throughout the lifetime estate planning process. We can help value your assets, discuss trusts, examine the implications of joint ownership and identify an executor. Each individual situation is unique based on your family, business and legacy. Our discovery process will help you arrive at specific goals to be achieved through proven strategies implemented with well-crafted documents. Our estate planning services include:

  • Annual and lifetime gifting strategies
  • Estate tax snapshot and planning
  • Estate plan and document review (wills, trusts, power of attorney)
  • Philanthropic strategies
  • Estate and gift tax compliance

Personal Wealth Planning

What are your financial goals? Through careful consultation, analytical rigor and market experience, we articulate and frame a complete picture of your current financial resources and goals. The tax projections, budgets, financial statements and retirement plan services* we provide can move you closer to your destination. Where your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth. Our personal wealth planning services include:

  • Financial planning*
  • Cash-flow forecasting and budgeting
  • Retirement plan distribution analysis
  • Individual Retirement Account and qualified plan consulting*
  • Education funding planning
  • Debt refinancing and consolidation analysis
  • Stock option planning
  • Divorce and matrimonial planning

Charitable Planning

Philanthropic gifts can be an important component of your estate plan. Proper estate planning for charitable gifts can help you achieve your goals and enhance your estate tax savings. Incorporating charitable trusts and private foundations into your overall estate plan can increase the funds available for gifts and offer other benefits. There are many different charitable giving techniques. We can outline the benefits and disadvantages of each option and help implement a strategy that aligns with your estate plan. Our charitable planning services include:

  • Integrated strategy
  • Foundations
  • Charitable Remainder Trusts

Risk Management Consulting

You routinely face questions and decisions about insurance for a wide range of issues, including health, life, disability, long-term care and personal liability. The cost of protection and the form it takes are important considerations related to achieving your goals. We’re here to help you make informed decisions. When appropriate, our PCS advisors will coordinate with external providers to obtain and evaluate insurance proposals and identity whether additional coverage is needed. Our risk management consulting services include:

  • Property and casualty insurance assessments
  • Life insurance evaluations and strategies
  • Disability insurance assessments
  • Specialty lines of insurance, appraisals and storage needs

Investment Management*

We work closely with your investment advisor to develop strategies that consider the tax implications of investment choices and are tailored to your specific investment objectives and risk parameters. Through PCS, you also have access to investment management services through BKD Wealth Advisors, LLC (BKDWA). BKDWA offers a broad selection of investment strategies and will customize portfolio design based on your goals and desired outcomes. BKDWA services include:

  • Risk tolerance determination
  • Investment policy statement development
  • Asset allocation analysis
  • Portfolio construction and management
  • Performance measurement

Family Office

Life. Simplify it. Enjoy it.® BKD Family Office helps simplify the complex for you and your family, allowing you to focus on the benefits of your success. BKD Family Office provides a full suite of services designed to address each generation’s objectives—from tax and estate planning services, investment management and philanthropic strategy to recommending and coordinating family counselors and risk management consultants to help with the many challenges your family faces. BKD Family Office services include:

  • Family governance administration
  • Wealth transfer planning
  • Investment management
  • Risk management consulting
  • Philanthropic strategies
  • Technology
  • Accounting and tax services

Succession & Continuity ◊

Many surveys show that privately owned businesses view succession and continuity planning as one of their most important issues. However, those same surveys indicate many businesses haven’t developed a formal, comprehensive succession plan due to a lack of experience and distractions from daily operations. BKDnext® can help you overcome these obstacles and develop a thoughtful and complete succession and continuity plan aimed at creating financial security for your family, your business and your future. Our advisors have the training, expertise and knowledge to facilitate the development of a plan for you and your company. Once your plan is developed, our advisors can help you implement solutions that best meet your needs, including:

  • Business valuations
  • BKD Corporate Finance, LLC
    • Strategic options analysis
  • Employee stock ownership plan consulting
  • Transaction services
    • Exit enhancement planning
    • Sell-side due diligence

* Financial planning, retirement and investment advisory services provided by BKD, LLP are separately provided by BKD Wealth Advisors, LLC, an SEC-registered investment advisor. BKD Wealth Advisors is a wholly owned subsidiary of BKD, a national CPA and advisory firm. A copy of BKD Wealth Advisors’ written disclosure statement is available upon request. Accounting, tax and related solutions are provided by BKD.

† Family office services provided by BKD are offered by BKD Family Office, an SEC-registered advisor offering wealth management services for affluent families and a wholly owned subsidiary of BKD, LLP, a national CPA and advisory firm. A copy of BKD Family Office’s written disclosure statement is available upon request. Accounting, tax and related solutions are provided by BKD.

◊ Succession and continuity services related to your business provided by BKD are generally performed under BKDnext®.

Teal Dakan

Partner

Teal Dakan

Partner

Private Client Services

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City
816.221.6300

Holly Pantzer

Partner

Holly Pantzer

Partner

BKD Family Office
Private Client Services

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

Patricia Quintana-Perron

Partner

Patricia Quintana-Perron

Partner

Private Client Services

10001 Reunion Place, Suite 400
San Antonio, Texas 78216-4137

San Antonio
210.341.9400

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