Private Client Services offers accounting, tax and advisory services customized for the way you and your practice create value and build wealth.

Private Client Services focuses on the combination of the entities and the individual recognizing the ultimate goal of personal wealth. Our integration of services takes our comprehensive understanding of your needs and how they evolve over time as the business grows and evolves and the individual plans for wealth accumulation and transfer. This integrated approach is one that is proactive, anticipating events instead of reacting to them all the while look for ways to mitigate risk, minimize tax exposure and build wealth.

Tax Planning and Compliance

Our services include tax planning for physicians along with their practices. As your practice may represent a significant part of your income and investment portfolio this calls for integrated practice and personal tax strategies, to grow wealth more effectively.

Integrated practice and personal tax strategies

You may also have substantial investments in enterprises you do not directly control, making a proactive stance toward changing legislative, regulatory and market conditions essential to managing future tax liability and risk.  Global investments, partnerships, family ownership, and your estate planning goals add additional variables and complications. We consider all of these issues as part of wealth preservation.

Accounting Services and Solutions

Core accounting services for physicians are part of our experience-based, integrated approach to top- and bottom-line growth.  These services are particularly timely as the country’s healthcare system changes in response to the Affordable Healthcare Act and physicians move to new revenue and reimbursement models.

Accounting services to optimize practice revenues

We have extensive experience analyzing physician practices and improving both accounting and revenue performance.  These comprehensive evaluations includes:

  • ICD-10 implementation
  • Managed care assessment and contracting
  • Case management consulting
  • Revenue cycle improvement optimization
  • Clinical coding and documentation assessment and improvement

Practice Strategy, Management and Planning for Physicians

We offer practice strategies for physicians from the beginning to the end of their careers. Private Client Services gives you a single point of contact for a dedicated group of professionals who work across multiple service lines — advisors who can integrate your personal and practice objectives, help you accumulate wealth, support the sale/transition of your practice and ultimately embark on retirement.

Toward a successful exit

We can help you develop operating plans, implement operational improvements and define performance improvement metrics (if we handle your practice accounting, we can manage its accounting systems and processes, including bookkeeping, payroll services, tax preparation, and financial statement preparation). Our practice services for physicians span their careers and include the following:

  • Repayment of student loans
  • Buying into a practice
  • Strategic planning
  • Practice valuations
  • Practice transition to successor owners

Wealth Management and Financial Planning

Our private client services include wealth management and financial planning with Dixon Hughes Goodman Wealth Advisors LLC, a wholly owned subsidiary of Dixon Hughes Goodman.

More principled wealth management®

The foundation of any advisor-client relationship must be anchored in an unconditional, unwavering trust. Every aspect of Dixon Hughes Goodman Wealth Advisors' wealth management process adheres to this principle.

More principled compensation

Dixon Hughes Goodman Wealth Advisors is a fee-only advisor and the principles behind that form the foundation of their business. They accept no commissions, outside fees or third-party payments, so the decisions they make about your portfolio are made with your best interests in mind.

Their relationship with you is built on trust. They build that trust by offering unbiased, objective investment advice — advice that avoids any appearance of impropriety.

More principled and resourceful investing

The principles of Nobel Prize-winning Modern Portfolio Theory guide the firm's decisions on your behalf. Modern Portfolio Theory has shaped U.S. trust law and is a chosen approach of some of the world's largest endowments, pension funds and foundations.

More principled client service

Your relationship with Dixon Hughes Goodman Wealth Advisors begins with a comprehensive evaluation of your needs. The firm reviews all aspects of your financial life to ensure that your investment portfolio dovetails with your life's goals and objectives.

Retirement Planning

Retirement planning for high net worth individuals has multiple objectives, but one is fundamental — to ensure sufficient income for future needs while maintaining an existing lifestyle for an indeterminate number of years.

In our experience, wealthy clients have the same basic concerns as anyone considering retirement.  However, retirement planning for high net worth individuals demands more sophisticated evaluations and management, particularly with a high level of income consumption. 

Low management fees

We work with our colleagues at DHG Wealth Advisors to ensure that your retirement portfolio is governed by key strategies — asset-class diversification to mitigate risk, dampen volatility and allow for cash flow.

Estate, Gift and Trust Services

We call on the experience and capabilities of the Firm's Generational Wealth Planning Group, a team of experienced tax, insurance and wealth advisors, to structure estates in ways that reduce significant tax liabilities, minimize expenses and transfer family wealth to the next generation.  We can help plan, design, implement and administer your estate, navigating complex business and individual income tax laws with traditional and non-traditional vehicles.

Minimize cost and tax liabilities

Sharing your estate, gift and trust goals with our tax advisors allows us to recommend strategies to minimize the costs and tax liabilities associated with transfers of substantial wealth.  

Publications Publications
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Update on Payroll and Retirement Plan Changes Impact...
Federal and state regulations are constantly changing, and subsequently, such changes impact the payroll process, filing dates, and retirement plan
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Best Practices for Employee Retention
As the current job market gains momentum, especially for construction and real estate companies, you may find that employee retention, especially of your
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Tax Treatment of Vacation Rental Property as Schedul...

You may have dreamed of one day owning a summer beach house or a beautiful country cottage. You’ve decided to make this dream come true by purchasing a
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PATH Act and Expanded Benefits for Real Property - A...

Many people interpret the term déjà vu as referring to an occurrence of the exact same events multiple times and to many this is exactly how the
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Wealth Management and Financial Planning

  • Fiduciary Standard of Care
  • Fee-only investment advisory services
  • No conflicts of interest
  • Nobel Prize-winning investment methodology
  • Relationships built on trust and service
  • Institutional investment vehicles unavailable to most retail clients

Retirement Planning

  • Manage and build wealth
  • Minimize tax exposure
  • Single-source planning
  • Planning, implementation and administration
  • Integration with wealth management and estate services

Estate, Gift and Trust Services

  • Planning, design, implementation and administration
  • Uniform trust code compliance
  • Trusts, charitable trusts and foundations
  • Intra-family loans and sales
  • Life insurance planning and placement with Dixon Hughes Goodman Agency LLC

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