Posts Tagged ‘consulting’
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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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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Sep
10
Meet Joe Zarzycki: BNA Institutional Wealth Managing Director
Professional Background Joe Zarzycki, CIMA®, joined the BNA Wealth team on June 2, 2025, bringing with him over 25 years of experience in institutional retirement plan consulting and investment management. Prior to BNA Wealth, Joe served as an Institutional Trust Officer with First Citizens Bank. Throughout his career, he has worked closely with corporations, nonprofits, […]
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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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Sep
20
New Overtime Rules: What You Need to Know
Starting December 1st, 2016, the FLSA (Fair Labor Standards Act) will take effect. This law increases the requirement for employers to pay overtime to salaried employees who make less than $47,476/year. What is overtime? Overtime is pay of time and a half to any eligible employee who works more than 40 hours in any work […]
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Jul
13
The Will to Get a Will
It can be difficult to plan for life’s unforeseen obstacles — making time and space to plan for exciting changes, let along hardships, is a challenge for the best of us. Still, preparing a Last Will and Testament is one of the easiest things you can do to know that your loved ones are cared for. Consider the […]
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Mar
29
Custom Consulting at Every Stage
Many of our new clients have been accustomed to only visiting their former accountant around tax time. At BNA, we encourage all of our clients to engage with their dedicated team of certified CPAs throughout the year. Beyond basic accounting, you can rest easy knowing that you’re in capable hands for any of our integrated services: Mergers & […]
