Category: Technology
Jul
22
Freezing Your Credit in 2026
Between data breaches, phishing scams, and stolen personal information, millions of Americans are affected each year. Technology is evolving and making scammers more difficult to stop than ever. One of the easiest ways to protect yourself is also one of the most effective and it’s completely free. A credit freeze helps prevent criminals from opening […]
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Jul
14
Helping Your Teen Build Credit
One of the greatest financial gifts you can give your child is a strong financial foundation. Establishing healthy credit habits early can make it easier to rent an apartment, finance a vehicle, qualify for a mortgage, and even secure certain jobs later in life. Here’s a simple roadmap many financial advisors recommend: Birth–15: Keep your […]
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Jul
06
BNA Wealth Market Report: 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
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
40+ Years of Trust
Dr. Chuck Epps on Leadership, Community, and Lifelong Partnership 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 […]
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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
Rooted in More Than 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 […]
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May
05
BNA CPAs Recognized on Forbes Best-in-State CPAs List
Bernard N. Ackerman, CPA/PFS, CFP®, CGMA, CDFA, Founder, BNA CPAs & Advisors, and Julia Grefenstette, CPA, CFP®, MBA We’re proud to share that Bernard N. Ackerman, CPA/PFS, CFP®, CGMA, CDFA, and Julia Grefenstette, CPA, CFP®, MBA, have been recognized on the Forbes Best-in-State CPAs list—an honor that highlights outstanding professionals across the accounting industry. Why […]