Aug
10
How Major Life Events Can Change Your Taxes
Major life changes can affect more than your day-to-day routine. Marriage, a new child, a career move, retirement, a home purchase, or a new source of income can also change your tax situation. Reviewing those changes during the year can help you: Adjust withholding or estimated payments Understand potential credits or deductions Keep important tax […]
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Aug
04
BNA Wealth Market Perspective: August 2026
Scott Vezzosi, CFP® Wealth Advisor July Recap & August Outlook July brought a mix of headlines — renewed tension in Iran, a tick up in inflation, and growing scrutiny of AI spending — and a notable transition at the Federal Reserve, as Kevin Warsh presided over his second meetings as Fed Chairman. A New Fed […]
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Jul
31
Working Hard, Still Struggling: How United Way Is Helping York County Families
When you picture someone struggling to afford basic living expenses, you might not picture someone who works full-time. But that person could be your neighbor—right here in York County. More than 43,000 York County households are considered ALICE: Asset Limited, Income Constrained, Employed. These are people who work, often full-time or at more than one […]
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Jul
30
Inside Sandy Creek Laundromat
How Simon Spero Built a Business Around Better Service Simon Spero, owner of Sandy Creek Laundromat & Laundry Service in Colorado Springs, Colorado, didn’t set out to buy just any business. After years working in consulting and technology, he realized he wanted something different—something he could build, improve, and truly call his own. As he […]
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Jul
22
Freezing Your Credit in 2026: What You Need to Know
Between data breaches, phishing scams, and stolen personal information, millions of Americans are affected each year. Technology is evolving and making scammers more difficult to stop than ever. One of the easiest ways to protect yourself is also one of the most effective and it’s completely free. A credit freeze helps prevent criminals from opening […]
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Jul
20
The Technology Behind a Better Client Experience at BNA
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 Child Build Credit: Why You Should Start Early
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 Perspective: 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, […]
