Talk:Forvis, LLP

Wiki Education Foundation-supported course assignment
This article is or was the subject of a Wiki Education Foundation-supported course assignment. Further details are available on the course page. Student editor(s): Katieswauger.

Above undated message substituted from Template:Dashboard.wikiedu.org assignment by PrimeBOT (talk) 15:08, 16 January 2022 (UTC)

Info box update
Information is outdated and needs to be updated 64.22.227.161 (talk) 20:25, 29 October 2019 (UTC)

Explanation of issue: Service information is out of date and needs updated

BKD has 40 offices in 18 states, serving clients in all 50 states. For FY 2019, the firm reported net revenues of $663 million and employed approximately 3,000 personnel, including roughly 300 partners.[2]

BKD works with clients in the construction, real estate, health care, energy, manufacturing, banking, insurance, telecom, retail and transportation sectors. The firm offers the following CPA and advisory services.

Audit, Accounting & Assurance BKD provides the following audit, accounting and assurance services:
 * Accounting outsourcing
 * Audit innovation
 * Compilations, preparations and accounting assistance
 * Financial statement audits and reviews
 * Internal audit
 * International financial reporting standards transitions
 * Uniform Guidance/Single Audit and HUD

Consulting BKD offers consulting services ranging from cybersecurity, risk management, forensic investigation, public company reporting, big data and analytics and more. BKD also offers transaction assistance and succession services.

Family Office BKD provides services to assist a family unit with finances. BKD provides services such as family governance, wealth transition, asset management, risk management and philanthropy advisement.

International Through BKD’s partnership with Praxity, AISBL, a global alliance of independent firms, BKD offers international services that range from tax and audits to specific advisor services based upon the country. These services vary by the client’s location.

Investment Banking BKD’s investment banking services include debt financing, employee stock ownership assistance, exit strategies, mergers and acquisitions, private equity recapitalizations, select transactions, strategic planning and succession and continuity services.

Tax BKD prepares tax returns annually for businesses and individuals, as well as more specialized returns like trusts and tax-exempt organizations. BKD also offers services in the following areas:
 * Credits and incentives
 * Individual, estate and trust tax services
 * Real estate cost segregation
 * State and local tax

Wealth Management BKD offers services to assist affluent individuals and families with benefit plans, estate planning, retirement planning and investment decisions. BKD Wealth Advisors, LLC, a subsidiary of BKD, offers consulting and assistance as well as educational programs to help prepare future generations for their coming inheritance. 64.22.227.161 (talk) 20:52, 29 October 2019 (UTC)

Explanation of issue: History section is out of date and needs updated

Early history
In 1922, three men—William Baird, Wade Kurtz and Claire Dobson—decided to start their own firm with offices in Kansas City and Joplin, Missouri, after the disbandment of the Montgomery Firm, where the three had been employed. On January 2, 1923, the men took the $1,700 they had in the bank and opened their business: Baird, Kurtz & Dobson.

Initially, the firm looked to expand to St. Louis and Chicago, but the 1929 stock market crash and subsequent Great Depression curtailed growth, forcing the firm to build its clientele and reputation in Kansas City and Joplin.

After World War II, a growth period began. A third office opened in Springfield, Missouri, in July 1948, and a uranium boom led the firm to purchase a tax practice in Grand Junction, Colorado.

The 1960s represented a period of significant change. In 1964, the firm drafted its formal partnership agreement, which still exists today. The passage of the Medicare Act in 1965 led the firm to focus on growing its health care practice, which today constitutes the firm's largest industry focus.

Expansion continued throughout the 1970s and 1980s, with the firm opening new offices in Arkansas, Oklahoma, Missouri, Texas, Nebraska and Kentucky.

Recent history
Since that time, steady growth has continued. The firm created its first wholly owned subsidiary, BKD Corporate Finance, LLC, in 1994 (rebranded to BKD Capital Advisors in 2019 ) and passed the $100 million revenue mark in 1999. The firm created its charitable arm, the BKD Foundation, in 1999; since making its first charitable gift in February 2000, the foundation has given more than $14 million to qualifying 501(c)(3) organization. In recent years, BKD has been known to play an active role in the charities "Fighting Hunger... Feeding Hope." and the Ronald McDonald House.

The firm undertook its largest merger in 2001, combining with Olive LLP to create BKD, LLP, which was the eighth-largest U.S. accounting firm at the time. That year also marked a name change for BKD Investment Advisors, founded in 1998, to BKD Wealth Advisors, LLC.

On October 1, 2013 BKD officially acquired Malin Bergquist & Co, LLP, a firm that was previously based in Erie, Pennsylvania.

As of November 1, 2014, Wolf & Company officially became a part of BKD through the result of a merger.

In 2015, BKD launched women's initiatives, sales training that spanned the entire firm, and a national enterprise risk solutions practice.

Today, the firm claims 40 offices in 18 states, including Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Minnesota, Mississippi, Missouri, Nebraska, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, and Utah, making it one of the largest accounting firms in the United States.

BKD is a member of the Praxity™, a global alliance of, independent accountancy, tax, business, and consulting firms. BKD is the largest member of the Praxity group from the United States. The firm's affiliation with Praxity enables interaction with international clients, as well as provides global support and resources.

in 2019 BKD was named to INSIDE Public Accounting’s (IPA) 2019 Best of the Best Accounting Firms list, marking the firm’s ninth consecutive year of being named a Best of the Best firm and appearing on IPA’s Top 100 Firms list.

64.22.227.161 (talk) 21:15, 29 October 2019 (UTC)

Explanation: This new section is requested to be added.

Industry Specializations BKD functions with specializations by industries to give services specific to the company. This results in multiple industry-specific offerings.

Agribusiness

BKD’s food and agribusiness practice is largely related to governmental incentives and tax credits associated with agribusiness. This practice also includes succession services and international tax services to assist with distribution.

Architecture & Engineering, Construction & Real Estate

This industry focuses on streamlining operations and maintaining regulatory commissions. This industry offers services in audit, tax, accounting, consulting, cybersecurity, forensics, strategic planning and more. Each industry also offers services that are distinct to the industry, such as vendor audits, estate and trust tax services and real estate cost segregation.

Manufacturing & Distribution

These services consist of audit, accounting, domestic and international tax, employee stock ownership plans and tax credit options. These consulting and advising services are strengthened by BKD’s Praxity alliance, which expands their reach to global distribution points as well.

Energy & Natural Resources

BKD offers audit, consulting, cybersecurity, enterprise risk management and forensic investigation services for the energy and natural resources industry.

Financial Services

BKD provides financial institutions with services including a comprehensive CECL resource center, consumer finance consulting, growth and sustainability consulting, loan review, regulatory compliance and internal audit. BKD’s advisors have served as speakers for industry associations such as American Bankers Association, Independent Community Bankers of America, Financial Managers Society, Inc. and more.

Health Care

BKD’s health care team has worked in the health care industry for nearly 80 years. They provide services to providers including traditional medical centers, post-acute care providers, community health centers and home care and hospice agencies.

Not-for-Profit, Public Sector & Higher Education

This industry specializes in forensic investigation, Uniform Guidance, Single Audits, enterprise risk solutions and cybersecurity services, with additional subdivisions for airports, municipal and state governments, tribal governments, public utilities and more.

Technologies

BKD Technologies division consultants focus on dealing with fluctuations in the market. They cater to software development, IT security, mobility, hardware design and manufacturing companies. They help with a variety of activities these specialized companies deal with, such as mergers, positioning and exit strategies.

Telecommunications

BKD’s telecommunication professionals help maintain companies through changing regulations associated with telecommunications. Companies that use this service range from telephone companies to wireless broadband and communication systems.

Transportation & Logistics

BKD’s transportation and logistics professionals work to help mitigate complications in the transportation industry. Their services include assistance with navigating the complex regulations of national and state-level taxes. They also provide additional consulting services to this highly specialized industry. 64.22.227.161 (talk) 21:29, 29 October 2019 (UTC)

Explanation: New section Initiatives is requested to be added.

BKD Foundation — The BKD Foundation is the firm’s charitable arm. It aims to enrich the communities BKD serves through financial donations and volunteerism. The foundation supports not-for-profit organizations of many types and sizes, including several BKD clients and organizations, with firm partners and employees serving in volunteer roles. The BKD Foundation made its first donation in 2000 and has contributed more than $14 million to date.

SKY Initiative — SKY is a firmwide BKD initiative to emphasize and strengthen diversity that initially focused on attracting, retaining and developing women leaders in the firm. The goal of SKY is to identify and remove cultural barriers and biases that prevent employees from realizing their potential. 64.22.227.161 (talk) 21:31, 29 October 2019 (UTC)

Explanation: New section Acquisitions is requested to be added for mergers and aquisitions.

Information to be added:

Teegardin & Associates CPAs joined BKD June 1, 2019. Teegardin is an Austin-based firm specializing in tax, accounting and family office services.

Stayner Bates P.C. joined BKD June 1, 2019. Stayner Bates is a firm based in Salt Lake City, Utah,

Loeb & Troper LLP joined BKD July 15, 2018. Loeb & Troper is a firm specializing in audit and consulting for the health care, not-for-profit and education industries. The New York-based firm kept its same location.

Rylander, Clay & Opitz, LLP (RCO) joined BKD June 1, 2018. Rylander, Clay & Opitz is a Fort Worth-based firm offering a variety of accounting and consulting services for clients across a broad range of industries—added to BKD’s existing offices in Texas including Dallas, Houston, San Antonio and Waco.

Harper & Pearson Company, P.C. joined BKD January 9, 2018. Already the eighth-largest accounting firm in Houston, BKD gained additional staff and clients from the purchase. Some of Harper & Pearson’s staff joined BKD’s office at 2800 Post Oak Boulevard.

Paragon Audit & Consulting, Inc. joined BKD June 1, 2017. Paragon, a Denver-based firm specializing in internal audit and compliance, is helping grow the capabilities of BKD’s National Advisory Services Region and BKD National Enterprise Risk Solutions Practice.

Kiesling Associates LLP joined BKD December 4, 2016. The Des Moines-based firm strengthened BKD’s presence in the Midwest and added industry knowledge in the telecommunications industry.

Peterson, Peterson & Goss joined BKD December 1, 2015. This Wichita-based firm expanded BKD’s market presence in the Midwest. 64.22.227.161 (talk) 21:25, 29 October 2019 (UTC)

Explanation: Subsidiaries section is outdated and needs revisions to descriptions. Also delete non-subsidiaries.

64.22.227.161 (talk) 21:03, 29 October 2019 (UTC)
 * BKD Capital Advisors, LLC – BKD’s investment banking arm that provides services including mergers, acquisitions, company sales and divestitures, debt and equity recapitalization, strategic planning and select transactions.
 * BKD Wealth Advisors, LLC – An independent wealth management firm registered with the SEC offering services for affluent individuals and their families and boasting more than $2 billion in assets under management.

Explanation: Divisions section has outdated info and needs updated.

64.22.227.161 (talk) 20:54, 29 October 2019 (UTC)
 * BKD Technologies – Offering information technology solutions[buzzword]
 * Enterprise Risk Solutions – Services to help address operational, financial, strategic, regulatory and technology risks and controls
 * Forensics & Valuation Services – Business valuation, forensics and fraud investigation services
 * Loan Review Services – Helping financial institutions assess loan portfolio quality and repayment risk of selected borrowers[citation needed]
 * State & Local Tax (SALT) Services
 * International Tax Services

Explanation: This new section is requested to be added for notable staff members in BKD.

Information to be added:

Ted Dickman – Ted Dickman, BKD’s chief executive officer, entered the public accounting field in 1983, serving as a tax accountant for BKD’s Indianapolis office for eight years before being elected as a partner. During Dickman's leadership, BKD has grown from just under 2,000 employees to approximately 2,900.

Eric Hansen – Eric Hansen serves as BKD’s chief operating officer (COO). As COO, Hansen oversees firmwide operations, acts as a liaison between offices and represents the firm during public speaking opportunities and conferences. Before serving as COO, Hansen was the managing partner of BKD’s Oklahoma offices and served as an audit and tax accountant for several industries, including manufacturing, health care, construction, transportation and financial services. Hansen went to work at BKD after receiving his bachelor’s degree in accounting. In addition, he also has participated in numerous continuing education programs, including business and leadership training at the Stanford Graduate School of Business Executive Education program and a dynamic leadership development program sponsored by Harvard University. Effective February 1, 2018, Eric Hansen was elected to serve as Chair of the American Institute of CPAs. His one-year term concluded on May 20, 2019.

Damien Martin – Damien Martin currently serves as a director in BKD’s Chicago practice and hosts the “Simply Tax” podcast. He previously served as a national tax assistant director in BKD’s National Office. Martin also is a frequent contributor to BKD Thoughtware®. Martin is a graduate of University of California, Berkeley, with a B.A. degree, and a graduate of Golden Gate University, San Francisco, California, with an M.S. degree in taxation. In addition, he is a graduate of the AICPA’s 2018 Leadership Academy. 64.22.227.161 (talk) 20:43, 29 October 2019 (UTC)

Explanation: This new section is requested to be added. Here is the info with citations.


 * INSIDE Public Accounting Best of the Best Firms, 2010–2019
 * INSIDE Public Accounting Top 100, 2010–2019
 * Vault Accounting 50, 2019
 * Training Magazine’s Training Top 125, 2015, 2016 , 2017 , 2018 , 2019
 * Chief Learning Officer LearningElite Gold Organization, 2018, 2019
 * Chief Learning Officer LearningElite Bronze Organization, 2016, 2017
 * Accounting Jobs Today Top 100, 2018
 * Association for Accounting Marketing, 2016, 2017 , 2018
 * Wichita’s “Best Places to Work,” 2013

64.22.227.161 (talk) 20:32, 29 October 2019 (UTC)

Reply 29-OCT-2019
Regards, Spintendo  04:02, 30 October 2019 (UTC)
 * 1) Much of the proposed information is unreferenced.
 * 2) Many of the proposed claims describe the company's business activities at length, which is not the purpose of the article, per WP:NOTBROCHURE.
 * 3) The COI editor has not made the necessary disclosures. If the COI editor receives, or expects to receive, compensation for any contribution they make, they must disclose their employer, client, and affiliation to comply with Wikipedia's terms of use and the policy on paid editing.

Infobox Update
Explanation of issue: I work for BKD and this falls under COI policy per policy on paid editing. Infobox information is out of date and needs updated.

Information to be added or removed:

BKD, LLP, formerly Baird, Kurtz & Dobson, is one of the largest U.S. accounting and advisory firms, providing consulting, tax, assurance and accounting outsourcing solutions to businesses, government entities, not-for-profit organizations and individuals.

BKD has 40 offices in 18 states and serves clients in all 50 states. The firm’s national office is located in Springfield, Missouri. In 2019, the firm reported net revenues of $662.9 million and employed approximately 2,800 personnel, including roughly 300 partners. 64.22.227.161 (talk) 14:55, 14 January 2020 (UTC)

Reply 15-JAN-2020

 * Thank you for providing the necessary disclosures and references, they are most appreciated.
 * Unfortunately however, your edit request could not be implemented because the provided references are not formatted correctly. The citation style predominantly used by the BKD, LLP article is Citation Style 1 (CS1). The citation style used in the edit request consists of bare URL's. Any requested edit of yours which may be implemented will need to resemble the current style already in use in the article – in this case, CS1. (See WP:CITEVAR.) In the extended section below titled Citation style, I have illustrated two examples: one showing how the edit request was submitted, and another showing how requests should be submitted in the future:

Bare URL reference formatting: The Sun's diameter is 864,337 miles,[1] while the Moon's diameter is 2,159 miles.[2] The Sun's temperature is 5,778 Kelvin.[3]

References

1. 2.  3.

In the example above there are three URL's provided with the claim statements, but these URL's have not been placed using Citation Style 1, which is the style predominantly used by the BKD, LLP article. Using this style, the WikiFormatted text should resemble the following:

Citation Style 1 formatting: The Sun's diameter is 864,337 miles, while the Moon's diameter is 2,159 miles. The Sun's temperature is 5,778 Kelvin. Which displays as: The Sun's diameter is 864,337 miles,[1] while the Moon's diameter is 2,159 miles.[2] The Sun's temperature is 5,778 Kelvin.[3]

References

^ Sjöblad, Tristan. . Academic Press, 2020, p. 1. ^ Harinath, Prisha. (2020)., Science, 51(78):46. ^ Uemura, Shū. . Academic Press, 2020, p. 2. 

In the example above the references have been formatted according to Citation Style 1, which shows the author, the source's name, date, etc., all information which is lost when only the links are provided. As Wikipedia is a volunteer project, edit requests such as yours are generally expected to have this formatting done before the request is submitted for review.

Kindly resubmit your edit request below this reply post at your earliest convenience, taking care to ensure that it makes use of CS1. If you have any questions about this formatting please don't hesitate to ask myself or another editor. Regards, Spintendo  09:37, 15 January 2020 (UTC)

Infobox Update
Conflict of Interest Disclaimer: I work for BKD and this falls under COI per policy on paid editing.

Explanation of issue: Infobox information is out of date and needs updated. Resubmitting with consistently formatted references.

Information to be added or removed:

BKD, LLP, formerly Baird, Kurtz & Dobson, is one of the largest U.S. accounting and advisory firms, providing consulting, tax, assurance and accounting outsourcing solutions to businesses, government entities, not-for-profit organizations and individuals.

BKD has 40 offices in 18 states and serves clients in all 50 states. The firm’s national office is located in Springfield, Missouri. In 2019, the firm reported net revenues of $662.9 million and employed approximately 2,800 personnel, including roughly 300 partners. Gclaunch-bkd (talk) 15:14, 20 January 2020 (UTC)

Reply 21-JAN-2020

 * The infobox was added.
 * The requested lead was added.

Spintendo 13:09, 21 January 2020 (UTC)
 * 1) Unreferenced information was omitted.
 * 2) Non-notable awards were omitted.
 * 3) In-depth listings of services provided were omitted, per WP:NOTBROCHURE.
 * 4) Claims regarding the firm's WP:NOBLECAUSEs which were not referenced by reliable, independent, WP:SECONDARY sources were omitted.
 * 5) One instance of a duplicate reference for two different claims was consolidated under one entry in the References section.

Forvis mazars
Name change Theobegley2013 (talk) 19:38, 10 June 2024 (UTC)