Aug
04
BNA Wealth Market Report: July 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth The Federal Reserve made it clear that rate cuts are not part of its summer vacation plans. Here’s your lighthearted, yet informed breakdown of what happened and what’s next. Markets stayed in rally mode through July, except the Dow Jones, which apparently decided to take a summer vacation. […]
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Jul
23
BNA Wealth Market Perspective: June 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need to know: Markets Reached New Highs […]
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Jul
16
Tax Update : What BNA CPAs Want You to Know About the “Big Beautiful Bill”
The recently passed “One Big Beautiful Bill” marks a significant update to the U.S. tax code—building on the 2017 Trump tax cuts and introducing new opportunities for individuals, families, and business owners alike. At BNA CPA & Advisors, we’ve been reviewing the bill closely to understand its full impact. Below, Jason Ackerman, CPA, CFP®, CGMA, […]
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Jul
10
Meet Adam Ackerman: President of BNA Wealth
We’re excited to introduce Adam Ackerman, CFP®, President of BNA Wealth and a Certified Financial Planner (CFP®). Adam has been an integral part of BNA since he joined the firm in 2016, bringing expertise in financial planning and a passion for building lasting client relationships. Professional Background Adam earned his bachelor’s degree in Marketing from […]
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Feb
25
Meet Gavin Gochnour: BNA Wealth Advisor
Professional Background Gavin Gochnour, CFP® joined the BNA Wealth team in 2024, bringing with him extensive experience in financial planning and investment management. Before joining BNA Wealth, he worked as a Financial Advisor at Vanguard, where he helped clients navigate complex financial decisions and develop long-term investment strategies. In January 2024, he transitioned to BNA […]
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Feb
23
SC MyDORWAY Tax Account Management | BNA CPA
What You Need to Know The South Carolina Department of Revenue (SCDOR) is rolling out an authorization request for SC MyDORWAY tax account management users. As part of our ongoing commitment to seamless tax management, BNA will be handling this on your behalf. What Is MyDORWAY? MyDORWAY is SCDOR’s free, secure online tax portal for […]
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Feb
23
Meet Daniel Hudspeth: BNA Wealth Advisor
Meet Daniel Hudspeth: BNA Wealth Advisor We are thrilled to introduce Daniel Hudspeth, CFP®, as the newest member of the BNA Wealth team. Daniel brings a strong background in wealth management and personalized financial planning, aligning perfectly with BNA’s mission of delivering high-quality financial guidance. Professional Background Daniel began his financial career at McShane Partners, […]
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Feb
20
BNA Customer Spotlight: Meet Double B Graphix
BNA Customer Spotlight: Meet Double B Graphix We’re thrilled to shine this week’s Customer Spotlight on Brenda Brandon, the creative force behind Double B Graphix. As a leader in custom screen printing and embroidered apparel, Brenda has built a brand that not only serves businesses but also schools, civic groups, and churches with high-quality promotional […]
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Jan
31
Meet Trey Schnippel, BNA COO
Meet Trey Schnippel: BNA’s New Chief Operating Officer BNA is thrilled to welcome Trey Schnippel, BNA COO, to our leadership team! Trey brings a wealth of experience, a passion for fostering growth, and a fresh perspective to our team. His journey to BNA is one of dedication and purpose, and we are excited to introduce […]
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Jan
31
BNA Team Outing at The Foodie School
A Culinary Kickoff to Tax Season The 2025 tax season is officially underway, and our BNA team kicked it off in style with a fun and flavorful outing to The Foodie School in Fort Mill, SC. Known for its unique, hands-on cooking experiences, The Foodie School offered us the perfect opportunity to step out of […]
