Jan
13
Meet Scott Vezzosi: BNA Wealth Advisor
We are thrilled to introduce Scott Vezzosi, CFP®, as the newest member of the BNA Wealth team. Scott brings extensive experience in financial planning and investment strategies, and we are excited to have him join our team to support our customers in achieving their financial goals. With a decade of experience in investment strategies, retirement […]
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Dec
29
Celebrating the Season: BNA’s Annual Holiday Party
Celebrating with BNA at our annual holiday party! The holiday spirit was alive and well on December 12th as we hosted the BNA Holiday Party 2024! This annual event is a cherished tradition at BNA. The event brought together BNA team and valued customers for an evening filled with joy, laughter, and festive cheer. […]
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Dec
29
Xero Accounting Partner of the Year 2024
BNA Honored as Accounting Partner of the Year at the 2024 Xero US Awards BNA CPAs & Advisors is thrilled to announce that we have been named Accounting Partner of the Year at the prestigious 2024 Xero US Awards. This recognition highlights our dedication to innovation, customer satisfaction, and the strategic use of Xero’s platform […]
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Dec
29
Customer Spotlight: Kilburnie and Historic Craig Farm
Kilburnie and Historic Craig Farm – A Journey Through History and Hospitality Meet John Craig Jr. & Johannes Tromp Today, we’re delighted to spotlight John Craig Jr. and Johannes Tromp, the passionate owners of Kilburnie, the Inn at Craig Farm, and Historic Craig Farm in Lancaster, SC. They dedicate themselves to preserving history and […]
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Dec
28
Customer Spotlight: Unpretentious Palate in Charlotte
Unpretentious Palate – Exploring Charlotte’s Culinary Scene Meet Kristen Wile and Unpretentious Palate Kristen Wile, a former food editor and editor of Charlotte Magazine, founded Unpretentious Palate in Charlotte. Her goal was to bring a fresh perspective to the city’s food and drink scene. What’s more, what started as a passion project has flourished […]
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Nov
26
Customer Spotlight: Carolina Power Washing and Top Flight Garage Floors
Carolina Power Washing and Top Flight Garage Floors – Leaders in Service and Community Meet Ray and Lindsey Egner Ray and Lindsey Egner, the owners of Carolina Power Washing and Top Flight Garage Floors, have been part of York County’s business community since 2010. Their journey began when Ray, inspired by his training at the […]
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Nov
21
New Beneficial Ownership Information (BOI) Reporting Requirement: What You Need to Know
Updated: December 27, 2024 On December 26, 2024, the Fifth Circuit Court of Appeals reinstated the nationwide injunction halting enforcement of the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA). This decision reverses an earlier ruling from the same court issued earlier this week. In its latest order, the Fifth Circuit […]
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Nov
14
Customer Spotlight: Katherine Seger and Signature Home Group
Katherine Seger and Signature Home Group – Real Estate Expertise with a Personal Touch Meet Katherine Seger Katherine Seger, a valued BNA customer since 2019, brings dedication and expertise to the real estate world through her agency, Signature Home Group. Real estate is a true family affair for Katherine, as she and her three siblings […]
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Oct
15
Simple IRAs Simplified with WealthRabbit
As a CPA, I’m often asked how to save money on taxes. As a CFP®, I’m often tasked with coming up with plans to save for retirement. There are many great savings and tax beneficial retirement plans out there: IRAs, 401ks, Simple IRAs, and Cash Balance Plans to name a few. Each of these vehicles […]
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Dec
29
Top 20 Tax Deductions and Credits for 2023-2024
As we approach the upcoming tax filing season, it’s crucial to be well-versed in the various tax deductions and tax credits that can help maximize your savings. To guide you through the intricacies of the tax landscape, we present a comprehensive overview of the Top 20 Tax Deductions and Credits for 2023-2024. Explore this comprehensive […]
