Posts Tagged ‘tax’
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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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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Feb
25
Stress-Free at Tax Time
In addition to our long history of working with satisfied clients, we pride ourselves on being a progressive organization. Yet, while we are eager to embrace the latest technologies to keep your business running smoothly throughout the year, we know that nothing is as powerful as having a personal connection with a trusted financial partner. At BNA, you can trust our team of […]
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Nov
04
Technology for Your Team
At BNA, we pride ourselves on utilizing the latest, state of the art accounting and finance technology to ensure that we stay both progressive and efficient. To that end, we’ve teamed up with the trustworthy teams at Gusto and Xero to extend these modern conveniences to our clients. Gusto We use Gusto (formerly […]
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Oct
19
BNA for Better Small Business
Operating a small business is a huge undertaking, even in the best of times. From determining the best structure for your fledgling company, to properly filling out annual financial forms, there is an endless list of tasks to pull you away from your daily list of to-dos. At BNA, we go beyond monthly CFO level work by guiding and […]
