Category: Technology
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 […]
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Apr
15
Adam Ackerman Named to Forbes Best-In-State Wealth Advisors List
Dr. Marla Vickers, Vice President at Florida State University, with Adam Ackerman, CFP®, President of BNA Wealth We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named a 2026 honoree of Florida State University’s prestigious Seminole 100. The Seminole 100 recognizes the fastest-growing businesses owned or led by FSU alumni, […]
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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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Apr
03
BNA Wealth Market Report: April 2026
Daniel Hudspeth, CFP® │ Wealth Advisor Markets continue to navigate a mixed backdrop as we close out the quarter. Looking ahead, investor focus will likely remain on: The trajectory of inflation Signals from the Federal Reserve The overall pace of economic growth While volatility persists due to geopolitical factors and tighter financial conditions—the broader economic […]
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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 […]
