Category: Company
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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Aug
14
From Campus to Career: How BNA’s Scholar Program Launches Future CPAs
At BNA CPAs & Advisors, our partnership with Winthrop University’s College of Business and Technology opens the door for students to gain real-world accounting experience while advancing their career goals. Each semester, we welcome bright, driven students to work alongside our team, build their skills, and take meaningful steps toward becoming future CPAs. About […]
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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
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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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 […]
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Jan
13
Meet Scott Vezzosi: BNA Wealth Advisor
We are thrilled to introduce Scott Vezzosi, CFP®, as the newest member of the BNA Wealth team. Scott brings extensive experience in financial planning and investment strategies, and we are excited to have him join our team to support our customers in achieving their financial goals. With a decade of experience in investment strategies, retirement […]
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Dec
29
Celebrating the Season: BNA’s Annual Holiday Party
Celebrating with BNA at our annual holiday party! The holiday spirit was alive and well on December 12th as we hosted the BNA Holiday Party 2024! This annual event is a cherished tradition at BNA. The event brought together BNA team and valued customers for an evening filled with joy, laughter, and festive cheer. A […]
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May
03
BNA featured in Journal of Accountancy
We’ve excited to announce that BNA was featured in the May issue of the Journal of Accountancy for our innovative firm hierarchy. We’re proud of the culture we have created and believe it is the most sustainable model for the future of the profession. http://www.journalofaccountancy.com/issues/2017/may/bna-innovation-showcase.html
