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 […]
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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 […]
