Category: Consulting
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
Apr
18
Highlights of the Tax Cuts & Job Act of 2017
On December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This is the largest tax overhaul since 1986. There will be significant changes to the tax law, most of which take effect on January 1st, 2018. Below is a summary of the changes. Individual Taxes Tax Brackets: All tax brackets are reduced, with the top […]
Read More
Dec
28
Creating a Culture of Learning
This article was originally published in the August 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. When hiring a new team member, the most important thing is cultural fit. A new hire can be trained to do […]
Read More
Aug
20
Leverage Technology to Spend More Time with Clients
This article was originally published in the July 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. The best way for a CPA firm to become successful is to build long and lasting relationships with clients. The more […]
Read More
Jul
24
Turning the Profession of “Me” into the Profession of “We”
This article was originally published in the June 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. There was a time in America, and in accounting, when loyalty was the most important contract employees and employers had with […]
Read More
Jun
07
The CPA Firm of the Future
This article was originally published in the May 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Over the next five to 10 years, CPA firms are going to see change at a pace the profession has never […]
Read More
Mar
25
How to Protect Your Firm in The Digital Age
This article was originally published in the March 2017 CPA Journal, The Voice of the Profession, a publication of the New York State Society of CPAs. It has been posted here with permission of the Publisher. Three years ago, the server at the author’s firm was hacked by a Russian scammer who got into the system by […]
