Author Archive
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 […]
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May
27
Fort Mill High School Band Honors Local Heroes in France
At BNA CPAs & Advisors, we believe strong communities are built through service, remembrance, and investing in future generations. We were proud to support the Fort Mill High School Band as they traveled to France over Memorial Day weekend to honor local heroes who served during World War I and World War II. As part […]
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May
25
BNA Takes the Ballpark
A look back at BNA’s Family Day with the Charlotte Knights. On Sunday, May 3rd, BNA team members and their families gathered at Truist Field for an afternoon of baseball, sunshine, and time together at the Charlotte Knights game. Families from across the firm came out to enjoy the game, connect outside of the office, […]
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May
05
Rooted in More Than Numbers
At BNA CPAs & Advisors, our work has never been just about numbers. It’s about people. It’s about relationships. And it’s about the communities that trust us—not just with their finances, but with their futures. That’s why giving back isn’t a campaign or a seasonal effort. It’s part of who we are. Community Impact Giving […]
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May
05
BNA CPAs Recognized on Forbes Best-in-State CPAs List
Bernard N. Ackerman, CPA/PFS, CFP®, CGMA, CDFA, Founder, BNA CPAs & Advisors, and Julia Grefenstette, CPA, CFP®, MBA We’re proud to share that Bernard N. Ackerman, CPA/PFS, CFP®, CGMA, CDFA, and Julia Grefenstette, CPA, CFP®, MBA, have been recognized on the Forbes Best-in-State CPAs list—an honor that highlights outstanding professionals across the accounting industry. Why […]
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May
04
BNA Wealth Market Report: May 2026
Scott Vezzosi, CFP® Wealth Advisor Markets have rebounded from their March lows and are now positive for the year. Ongoing tensions involving Iran have dominated recent headlines, and we believe it is prudent to expect continued market volatility in the near term. What we’re watching: While the United States is a net exporter of oil […]
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Apr
21
BNA Wealth Ranked in the Top 100 of USA TODAY’s Best Financial Advisory Firms for 2026
We’re proud to share that BNA Wealth has been named to the 2026 USA TODAY Best Financial Advisory Firms list, ranking in the Top 100 out of 1,000 firms nationwide. We are especially proud to be the only York County–based firm included on this list. This national recognition, developed in partnership with Statista, highlights top […]
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Apr
15
Adam Ackerman Named to Forbes Best-In-State Wealth Advisors List
Dr. Marla Vickers, Vice President at Florida State University, with Adam Ackerman, CFP®, President of BNA Wealth We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named a 2026 honoree of Florida State University’s prestigious Seminole 100. The Seminole 100 recognizes the fastest-growing businesses owned or led by FSU alumni, […]
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Apr
14
Mandatory Roth Catch-Ups: 5 Things High Earners Should Be Thinking About Now
If you are 50 or over and contributing to your 401(k), a key rule has changed how you save—and how you’re taxed. As of January 1, 2026, under SECURE 2.0, high earners can no longer make catch-up contributions on a pre-tax basis. Now, those contributions must be made as Roth (after-tax). That may feel like […]
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Apr
03
BNA Wealth Market Report: April 2026
Daniel Hudspeth, CFP® │ Wealth Advisor Markets continue to navigate a mixed backdrop as we close out the quarter. Looking ahead, investor focus will likely remain on: The trajectory of inflation Signals from the Federal Reserve The overall pace of economic growth While volatility persists due to geopolitical factors and tighter financial conditions—the broader economic […]
