Posts Tagged ‘BNA CPAs’
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
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
19
Why Giving Stock Instead of Cash Could Be a Smart Tax Strategy
When you think about charitable giving, cash donations are usually the first thing that comes to mind. But there’s another option that can be more tax-efficient and just as impactful: donating stock. Here’s why this strategy is worth considering: Give More By donating stock you’ve held for more than a year, you avoid paying capital […]
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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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Jul
16
Tax Update : What BNA CPAs Want You to Know About the “Big Beautiful Bill”
The recently passed “One Big Beautiful Bill” marks a significant update to the U.S. tax code—building on the 2017 Trump tax cuts and introducing new opportunities for individuals, families, and business owners alike. At BNA CPA & Advisors, we’ve been reviewing the bill closely to understand its full impact. Below, Jason Ackerman, CPA, CFP®, CGMA, […]
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Feb
23
SC MyDORWAY Tax Account Management | BNA CPA
What You Need to Know The South Carolina Department of Revenue (SCDOR) is rolling out an authorization request for SC MyDORWAY tax account management users. As part of our ongoing commitment to seamless tax management, BNA will be handling this on your behalf. What Is MyDORWAY? MyDORWAY is SCDOR’s free, secure online tax portal for […]
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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 […]
