Category: Technology
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 […]
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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 […]
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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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Sep
01
Adam Ackerman Named to Forbes Best-In-State Next-Gen Wealth Advisors List (2025)
We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named to the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors (2025) list. The wealth management industry is undergoing a generational shift, with the average advisor age around 56 and a significant portion of professionals expected to retire within the next decade. […]
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Dec
29
Xero Accounting Partner of the Year 2024
BNA Honored as Accounting Partner of the Year at the 2024 Xero US Awards BNA CPAs & Advisors is thrilled to announce that we have been named Accounting Partner of the Year at the prestigious 2024 Xero US Awards. This recognition highlights our dedication to innovation, customer satisfaction, and the strategic use of Xero’s platform […]
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Oct
15
Simple IRAs Simplified with WealthRabbit
As a CPA, I’m often asked how to save money on taxes. As a CFP®, I’m often tasked with coming up with plans to save for retirement. There are many great savings and tax beneficial retirement plans out there: IRAs, 401ks, Simple IRAs, and Cash Balance Plans to name a few. Each of these vehicles […]
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Jul
05
Karbon Feature: How BNA Delivers Tax Returns in 3 Days
Karbon, the practice management system that we use internally, featured our firm in their practice management section of their newsletter. We’re always striving to improve our systems to improve our client service. We’ve been using Karbon for two years now and they have helped us run our practice and improve our efficiency tremendously. Check out […]
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Aug
27
BNA wins Xero’s Emerging Partner of the Year Award
Last week in San Francisco, BNA was one of three accounting firms to take home awards at Xero’s annual user conference, where they won the “Emerging Partner of the Year” award. BNA was the only U.S. based tax and accounting firm to win an award. We at BNA are excited, shocked, and humbled to win this prestigious […]
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Nov
04
Technology for Your Team
At BNA, we pride ourselves on utilizing the latest, state of the art accounting and finance technology to ensure that we stay both progressive and efficient. To that end, we’ve teamed up with the trustworthy teams at Gusto and Xero to extend these modern conveniences to our clients. Gusto We use Gusto (formerly […]
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Sep
09
BNA Opens New Office at Riverwalk
After almost four decades of dedicated service in York County, we are excited to introduce our new, state-of-the-art BNA building in the dynamic, riverfront community of Riverwalk. Nestled within Riverwalk’s emerging River District, our five-story structure features office and retail space providing our employees and tenants a distinct, outdoor lifestyle with the convenience of easy access to Interstate 77 and Charlotte, NC. […]
