Posts Tagged ‘financial planning’
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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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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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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Jul
23
BNA Wealth Market Perspective: June 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need to know: Markets Reached New Highs […]
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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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Jul
10
Meet Adam Ackerman: President of BNA Wealth
We’re excited to introduce Adam Ackerman, CFP®, President of BNA Wealth and a Certified Financial Planner (CFP®). Adam has been an integral part of BNA since he joined the firm in 2016, bringing expertise in financial planning and a passion for building lasting client relationships. Professional Background Adam earned his bachelor’s degree in Marketing from […]
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Feb
25
Meet Gavin Gochnour: BNA Wealth Advisor
Professional Background Gavin Gochnour, CFP® joined the BNA Wealth team in 2024, bringing with him extensive experience in financial planning and investment management. Before joining BNA Wealth, he worked as a Financial Advisor at Vanguard, where he helped clients navigate complex financial decisions and develop long-term investment strategies. In January 2024, he transitioned to BNA […]
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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 & […]
