Category: BNA CPAs
Aug
20
9 Tax Strategies Before Year-End
Tax filing deadlines may still feel far away, but many of the decisions that can affect your tax outcome need to happen before December 31. A year-end tax review gives you time to look at income, deductions, retirement savings, charitable giving, and major financial changes while there may still be opportunities to act. Here are […]
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Aug
19
Meet Ashley Taylor: The CPA Leading BNA’s Tax Team
For Ashley Taylor, CPA, a career in tax brings together two things she has always enjoyed: problem-solving and helping people. Ashley joined BNA CPAs & Advisors in 2017 and now serves as Head of Tax. A graduate of the University of Wisconsin–La Crosse, she holds bachelor’s degrees in Accountancy and Finance, with a concentration in […]
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Aug
10
When Life Changes, Your Taxes Can Too
Major life changes can affect more than your day-to-day routine. Marriage, a new child, a career move, retirement, a home purchase, or a new source of income can also change your tax situation. Reviewing those changes during the year can help you: Adjust withholding or estimated payments Understand potential credits or deductions Keep important tax […]
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Jul
08
IRS Simplifies Penalty Relief for Taxpayers with a Strong Filing History
The IRS has announced a significant change that will make it easier for many taxpayers to receive penalty relief—without having to request it. Beginning in summer 2026, the IRS will introduce the Automatic Exemption from Penalty (AEP), a new program that automatically grants relief to eligible taxpayers who have a history of filing and paying […]
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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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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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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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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 […]
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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 […]
