Posts Tagged ‘BNA CPAs’
Aug
20
9 Tax Strategies Before Year-End
Tax filing deadlines may still feel far away, but many of the decisions that can affect your tax outcome need to happen before December 31. A year-end tax review gives you time to look at income, deductions, retirement savings, charitable giving, and major financial changes while there may still be opportunities to act. Here are […]
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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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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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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 […]
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Dec
15
A Festive Evening with the BNA Team: Holiday Party 2025
The BNA team wrapped up the year in style with our annual 2025 Holiday Party, held on December 12 at our office in Riverwalk. The evening was a wonderful opportunity for team members, clients, and partners to gather, celebrate the season, and reflect on another successful year. Celebrating the Season Together Our annual holiday celebration […]
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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
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 […]
