Author Archive
Jul
20
The Technology Behind a Better Client Experience
BNA was recently featured by Ignition, an industry-leading platform for accounting firms, where Co-Managing Partner Jason Ackerman, CPA, CFP®, CGMA, shared how BNA leverages technology to create a better client experience while supporting sustainable growth. For nearly 50 years, BNA has believed that great client service starts with great relationships. As our firm has grown, […]
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Jul
14
Helping Your Teen Build Credit
One of the greatest financial gifts you can give your child is a strong financial foundation. Establishing healthy credit habits early can make it easier to rent an apartment, finance a vehicle, qualify for a mortgage, and even secure certain jobs later in life. Here’s a simple roadmap many financial advisors recommend: Birth–15: Keep your […]
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Jul
08
IRS Simplifies Penalty Relief for Taxpayers with a Strong Filing History
The IRS has announced a significant change that will make it easier for many taxpayers to receive penalty relief—without having to request it. Beginning in summer 2026, the IRS will introduce the Automatic Exemption from Penalty (AEP), a new program that automatically grants relief to eligible taxpayers who have a history of filing and paying […]
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Jul
06
BNA Wealth Market Report: July 2026
Gavin Gochnour, CFP® Wealth Advisor June Market Recap June reminded investors that markets rarely move in a straight line, with volatility driving large swings and mixed returns across the major indexes. Geopolitical tensions in the Middle East, inflation concerns, and uncertainty surrounding the Federal Reserve’s next move all contributed to increased market volatility. Despite these […]
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Jul
01
Building the Next Generation: Meet BNA’s Summer 2026 Interns
Every summer, BNA welcomes students looking to gain experience, ask questions, and discover what a career in public accounting and professional services really looks like. Through hands-on projects, mentorship, and day-to-day collaboration, our internship program gives students the opportunity to learn beyond the classroom while contributing to the work we do every day. This year, […]
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Jun
22
Investing in Our Youth
How Children’s Attention Home provides stability, support, and hope. When Tia learned she would be leaving Children’s Attention Home, she cried. For weeks, all Tia had talked about was going home. Like many young people who arrive at Children’s Attention Home, Tia had experienced instability and uncertainty. She struggled to connect with her peers and […]
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Jun
02
Potential IRS Penalty Refund Opportunity: Why July 10, 2026 Matters
Recent legal developments have created a potential opportunity for some taxpayers to seek refunds or abatements of certain IRS penalties and interest assessed during the COVID-19 period. While the legal issues remain unresolved, one thing is clear: July 10, 2026 may be an important deadline for preserving potential refund rights. What Is the Kwong Decision? […]
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Jun
01
Long Before AI: BNA’s Habit of Looking Ahead
A 2013 CPA Practice Advisor feature highlighted BNA’s early adoption of cloud-based accounting technology, paperless workflows, and digital collaboration tools. In 2013, CPA Practice Advisor published an article about BNA CPAs & Advisors titled Conquering Tax Season from the Cloud. The piece highlighted the firm’s early adoption of cloud based tax systems, paperless workflows, and […]
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May
29
BNA Wealth Market Report: June 2026
Scott Vezzosi, CFP® Wealth Advisor Markets Continue to Recover The U.S. stock market has staged an impressive recovery this year. The S&P 500 is now up roughly 9% year-to-date after being down nearly 8% just two months ago. While the ceasefire with Iran helped calm investors and sparked the rebound, another round of consistently solid […]
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May
29
40+ Years of Trust
Dr. Chuck Epps on Leadership, Community, and Lifelong Partnership For decades, Dr. Chuck Epps has been a respected leader, educator, and advocate within the Fort Mill community. Now retired following an extraordinary 49-year career in education — including 45 years with Fort Mill School District and the last 15 as superintendent — Dr. Epps reflects […]
