Author Archive
May
30
Simple IRAs Simplified with WealthRabbit
As a CPA, I’m often asked how to save money on taxes. As a CFP®, I’m often tasked with coming up with plans to save for retirement. There are many great savings and tax beneficial retirement plans out there: IRAs, 401ks, Simple IRAs, and Cash Balance Plans to name a few. Each of these vehicles […]
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May
30
Karbon Feature: How BNA Delivers Tax Returns in 3 Days
Karbon, the practice management system that we use internally, featured our firm in their practice management section of their newsletter. We’re always striving to improve our systems to improve our client service. We’ve been using Karbon for two years now and they have helped us run our practice and improve our efficiency tremendously. Check out […]
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May
30
Highlights of the Tax Cuts & Job Act of 2017
On December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This is the largest tax overhaul since 1986. There will be significant changes to the tax law, most of which take effect on January 1st, 2018. Below is a summary of the changes. Individual Taxes Tax Brackets: All tax brackets are reduced, with the top […]
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May
30
Creating a Culture of Learning
This article was originally published in the August 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. When hiring a new team member, the most important thing is cultural fit. A new hire can be trained to do […]
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May
30
Leverage Technology to Spend More Time with Clients
This article was originally published in the July 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. The best way for a CPA firm to become successful is to build long and lasting relationships with clients. The more […]
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May
30
Turning the Profession of “Me” into the Profession of “We”
This article was originally published in the June 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. There was a time in America, and in accounting, when loyalty was the most important contract employees and employers had with […]
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May
30
The CPA Firm of the Future
This article was originally published in the May 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Over the next five to 10 years, CPA firms are going to see change at a pace the profession has never […]
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May
30
BNA featured in Journal of Accountancy
We’ve excited to announce that BNA was featured in the May issue of the Journal of Accountancy for our innovative firm hierarchy. We’re proud of the culture we have created and believe it is the most sustainable model for the future of the profession. http://www.journalofaccountancy.com/issues/2017/may/bna-innovation-showcase.html
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May
30
Jessie featured in the Rock Hill Herald
Our intern Jessie Whyte was featured in the Rock Hill Herald on March 25th. She discusses her time at BNA and how she feels the internship has helped her develop as a young adult. You can read the article at the following link: http://www.heraldonline.com/news/local/education/article140829718.html
