Simply Tax

Forward Vision #146


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On June 1, 2022, FORVIS was created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG). Host Damien Martin sits down with FORVIS CEO Tom Watson and FORVIS Governing Board Chair Matt Snow to discuss why and what it means for those inside and outside of the newly created firm, which ranks among the nation's top 10 professional services firms. Here's what they cover:

Get to Know Matt & Tom

  • What they set out to study when they entered college—and how that changed [01:59]
  • Favorite ways to recharge [05:26]
  • Book recommendations [07:51]

The Forward Vision that Led to FORVIS

  • Background on BKD and DHG leading up to June 1, 2022 [10:21]
  • Why BKD and DHG agreed to merge [14:37]
  • The most important things to get right in a merger [19:31]
  • Surprises so far [22:51]
  • What's in a name? [27:22]
  • The vision for the first 100 days of FORVIS and beyond [29:53]
  • Why Tom and Matt are excited about FORVIS [33:50]

Learn more about Matt and Tom here!

GET MORE SIMPLY TAX

We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We'd love to hear from you! Email feedback and questions to [email protected].

Connect with Damien on social media!

LinkedIn | Twitter | Instagram | YouTube

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Simply TaxBy Damien R. Martin, CPA

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