Posts Tagged ‘tax season 2025’
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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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 […]
