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 […]
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Apr
01
Adam Ackerman Recognized in FSU’s Seminole 100
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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Mar
27
BNA CAAS Customer Spotlight: ARQ Aviation MX & Cape Fear Coastal Aviation
At BNA CPAs & Advisors, the Customer Accounting & Advisory Services (CAAS) team does more than support businesses—they work alongside them. For Ben Zucker, Owner and CEO of ARQ Aviation MX and Cape Fear Coastal Aviation, that means having a partner actively involved in day-to-day operations—helping keep multiple entities running smoothly while planning for what’s […]
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Mar
17
7 Estate Planning Basics Everyone Should Know
Estate planning isn’t just for the wealthy or those nearing retirement. Anyone who owns property, has savings, or wants to protect their family can benefit from having a plan in place. An estate plan helps ensure your assets are distributed according to your wishes and that trusted individuals can make financial or healthcare decisions if […]
