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, […]
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Jun
22
Investing in Our Youth
How Children’s Attention Home provides stability, support, and hope. When Tia learned she would be leaving Children’s Attention Home, she cried. For weeks, all Tia had talked about was going home. Like many young people who arrive at Children’s Attention Home, Tia had experienced instability and uncertainty. She struggled to connect with her peers and […]
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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 Perspective: 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
Dr. Chuck Epps Reflects on 40+ Years with BNA
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 on the relationships, community connections, and trusted partnerships that […]
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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
Giving Back at BNA: By the 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 […]
