Mar
10
How to Simplify Estate Planning with Wealth.com
Estate planning is one of the most important steps you can take to protect your family, your assets, and your wishes for the future. Yet many people delay creating a plan because the process can feel complicated or overwhelming. At BNA CPAs & Advisors, we are always looking for ways to simplify important financial planning […]
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Dec
15
A Festive Evening with the BNA Team: Holiday Party 2025
The BNA team wrapped up the year in style with our annual 2025 Holiday Party, held on December 12 at our office in Riverwalk. The evening was a wonderful opportunity for team members, clients, and partners to gather, celebrate the season, and reflect on another successful year. Celebrating the Season Together Our annual holiday celebration […]
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Nov
25
Maximizing Your Holiday Giving: Expert Tips from BNA CPAs
Giving back is meaningful—and with the right strategy, it can also support your long-term financial plan. Here are quick, impactful tips from our CPAs to help you maximize your charitable giving and reduce taxable income this year. 1. Maximize Deductions While You Still Can Shared by Ashley Taylor, CPA 2025 is a key year for […]
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Nov
13
’Tis the Season: Our Favorite Local Nonprofits to Support This Year
The holiday season is a great time to give back to the places we call home. At BNA, we believe in uplifting our community and fostering lasting impact. Here are some local nonprofit organizations we’re proud to support — and we hope you’ll consider joining us. 1. Fort Mill Care Center A 100% volunteer-run charity […]
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Nov
03
BNA Wealth Market Report: October 2025
Gavin Gochnour, CFP® │ Wealth Advisor Market Summary October brought a mix of encouraging economic data, cautious optimism from the Federal Reserve, and the return of some familiar headlines from Washington. Despite the noise, markets continued to show resilience and steady performance throughout the month. S&P500: +2.27% NASDAQ: +4.7% Dow Jones: +2.51% The Fed’s October […]
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Oct
27
Your Financial Checklist: “Checking It Twice” Before Year-End
From the advisors at BNA Wealth. As we wrap up the year, it’s a great time to review your finances to insure everything is in place for success heading into 2026. Listed below are a few important items to check off your list prior to December 31st: 1. Maximize Tax-Advantaged Accounts If possible, maximize contributions […]
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Oct
21
Spot the Signs: Protecting Yourself from Financial Fraud in 2025
Scams are becoming smarter, faster, and harder to detect. Even the most financially savvy individuals and businesses can be targeted. From AI-generated emails to fake IRS calls, today’s fraud tactics are designed to look real. Here’s what to watch for and how to stay ahead of potential fraud in 2025. Common Scams to Watch For […]
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Sep
10
Meet Joe Zarzycki: BNA Institutional Wealth Managing Director
Professional Background Joe Zarzycki, CIMA®, joined the BNA Wealth team on June 2, 2025, bringing with him over 25 years of experience in institutional retirement plan consulting and investment management. Prior to BNA Wealth, Joe served as an Institutional Trust Officer with First Citizens Bank. Throughout his career, he has worked closely with corporations, nonprofits, […]
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Sep
01
Adam Ackerman Named to Forbes Best-In-State Next-Gen Wealth Advisors List (2025)
We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named to the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors (2025) list. The wealth management industry is undergoing a generational shift, with the average advisor age around 56 and a significant portion of professionals expected to retire within the next decade. […]
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Aug
19
Why Giving Stock Instead of Cash Could Be a Smart Tax Strategy
When you think about charitable giving, cash donations are usually the first thing that comes to mind. But there’s another option that can be more tax-efficient and just as impactful: donating stock. Here’s why this strategy is worth considering: Give More By donating stock you’ve held for more than a year, you avoid paying capital […]
