BNA CPAs & Advisors

🎉 𝐖𝐞’𝐫𝐞 𝐭𝐡𝐫𝐢𝐥𝐥𝐞𝐝 𝐭𝐨 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐚𝐭 𝐀𝐝𝐚𝐦 𝐀𝐜𝐤𝐞𝐫𝐦𝐚𝐧, 𝐏𝐫𝐞𝐬𝐢𝐝𝐞𝐧𝐭 𝐨𝐟 𝐁𝐍𝐀 𝐖𝐞𝐚𝐥𝐭𝐡, 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐟𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐢𝐧 𝐅𝐨𝐫𝐛𝐞𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐬𝐞𝐜𝐨𝐧𝐝 𝐲𝐞𝐚𝐫 𝐢𝐧 𝐚 𝐫𝐨𝐰! Adam has been named one of the 𝑵𝒆𝒙𝒕-𝑮𝒆𝒏 𝑩𝒆𝒔𝒕-𝑰𝒏-𝑺𝒕𝒂𝒕𝒆 𝑾𝒆𝒂𝒍𝒕𝒉 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒇𝒐𝒓 2024, following his 2023 recognition. Notably, he’s the only wealth advisor listed by Forbes in York, Chester, and Lancaster counties, underscoring his exceptional expertise and leadership in wealth management. We’re incredibly proud of Adam’s continued success and the outstanding service he provides at BNA Wealth. 💼 🔗 Check out his profile on Forbes: [https://lnkd.in/g9QhUvPP] #BNACPA #WealthManagement #ForbesAdvisor #NextGenAdvisor #AdamAckerman #BNAWealth

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏 Wishing you all a Labor Day filled with fun, joy, and relaxation.

🎓 Ready to launch your career in Accounting, Finance, Economics, or Computer Science? Join us at Winthrop University College of Business and Technology's 𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐅𝐢𝐫𝐦𝐬 on September 10th! We'll be there connecting with bright minds like yours, offering exciting job opportunities, and sharing how you can start your journey with BNA CPAs & Advisors. Don't miss out—come see us at McBryde Hall from 10:30 AM to 12:15 PM! 🗓️ #MeetTheFirms #Winthrop #BNACPA #Accounting #Finance #StudentSuccess

🌟 Exciting News! 🌟 This week, we had the pleasure of hosting Ben Andres and Eda Espagnol, members of the Partner Success Team with Xero, at our BNA office! They provided our team with valuable updates on their innovative platform, which continues to revolutionize how we connect with our clients. Xero’s online accounting software seamlessly connects small business owners with their numbers, bank, and advisors anytime, anywhere. At BNA, we leverage Xero’s cutting-edge tools to foster a deeper connection with your business, empowering us to deliver personalized advice tailored to your specific needs. We're also excited to attend #Xerocon next week in Nashville, where we'll continue to explore new ways to better serve our clients. 🙌 Check out how we use Xero to support smarter finances and master wealth management: https://lnkd.in/evWB_GPe #BNACPA #SmarterFinances #MasteringWealthManagement #Xero #AccountingSoftware

📚 As the last months of summer wind down, students across the country are gearing up for a new school year! We want to extend our warmest wishes to all of you. Whether you’re a student, teacher, or parent, everyone here at BNA wishes you an exciting and successful year ahead! As you settle into the new routine, just know that our team is always here if you need us. 🏫✨ #BackToSchool #BNACPA #SmarterFinances #MasteringWealthManagement

Stay Connected with BNA for more updates and #TaxTips! #BNACPA #BNAWealth

📚 𝐌𝐚𝐱𝐢𝐦𝐢𝐳𝐞 𝐘𝐨𝐮𝐫 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧-𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐓𝐚𝐱 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐚𝐬 𝐊𝐢𝐝𝐬 𝐇𝐞𝐚𝐝 𝐁𝐚𝐜𝐤 𝐭𝐨 𝐒𝐜𝐡𝐨𝐨𝐥! 📚 As July comes to a close and the kids prepare to head back to school next month, it’s a perfect time to review your finances and make sure you're taking full advantage of education-related tax benefits. Here are some strategies to consider: 𝐔𝐭𝐢𝐥𝐢𝐳𝐞 𝟓𝟐𝟗 𝐏𝐥𝐚𝐧𝐬: If you’ve been contributing to a 529 college savings plan, remember that qualified withdrawals for education expenses are tax-free. Consider adding to your plan now to benefit from potential state tax deductions or credits. 𝐂𝐥𝐚𝐢𝐦 𝐭𝐡𝐞 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐓𝐚𝐱 𝐂𝐫𝐞𝐝𝐢𝐭 (𝐀𝐎𝐓𝐂): If your child is in college, you may be eligible for the AOTC, which offers up to $2,500 per student per year. This credit is partially refundable, meaning you could get money back even if you owe no tax! 𝐓𝐚𝐤𝐞 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐋𝐢𝐟𝐞𝐭𝐢𝐦𝐞 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐂𝐫𝐞𝐝𝐢𝐭: This credit can be worth up to $2,000 per tax return for qualified education expenses, making it a valuable resource for parents and students continuing education or job training. 𝐊𝐞𝐞𝐩 𝐑𝐞𝐜𝐞𝐢𝐩𝐭𝐬 𝐟𝐨𝐫 𝐒𝐜𝐡𝐨𝐨𝐥 𝐒𝐮𝐩𝐩𝐥𝐢𝐞𝐬: Some states offer tax deductions or credits for K-12 education expenses, including school supplies, tuition, and extracurricular activities. Be sure to keep your receipts to maximize your savings. 𝐄𝐯𝐚𝐥𝐮𝐚𝐭𝐞 𝐂𝐡𝐢𝐥𝐝𝐜𝐚𝐫𝐞 𝐂𝐨𝐬𝐭𝐬: If you’re paying for after-school care, you might be eligible for the Child and Dependent Care Credit. This credit can help offset the cost of care while you work or look for work. Proactive Planning now can lead to substantial tax savings when you file your next return. We’re here to guide you through every step. Don’t miss out on these valuable opportunities! 𝐁𝐍𝐀 - 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐞; 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 💰 #TaxTips #BackToSchool #SmarterFinances #BNACPA #BNAWealth

📢 𝐖𝐞'𝐫𝐞 𝐭𝐡𝐫𝐢𝐥𝐥𝐞𝐝 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞 𝐬𝐨𝐦𝐞 𝐬𝐮𝐦𝐦𝐞𝐫𝐭𝐢𝐦𝐞 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐚𝐧𝐝 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮 𝐭𝐡𝐢𝐬 𝐦𝐨𝐧𝐭𝐡. 📢 🌟 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭: 𝐌𝐞𝐞𝐭 𝐊𝐚𝐭𝐡𝐞𝐫𝐢𝐧𝐞 𝐒𝐞𝐠𝐞𝐫! 🌟 Katherine and her family have been with BNA since 2019. She owns Signature Home Group, helping clients find and sell homes. In her free time, Katherine enjoys family time and Pure Barre classes at Kingsley. 👋 𝐒𝐚𝐲 𝐇𝐞𝐥𝐥𝐨 𝐭𝐨 𝐏𝐚𝐦! 👋 Pam Pendleton has been with BNA since 1983. She shares her favorite parts of tax season, funny stories, and how she unwinds post-tax season. 📈 𝐁𝐍𝐀 𝐖𝐞𝐚𝐥𝐭𝐡 𝐔𝐩𝐝𝐚𝐭𝐞𝐬 📈 We welcome our newest Advisor, Gavin Gochnour, who brings a wealth of experience and knowledge to our team. We are elated to have him on board. 💡 𝐓𝐚𝐱 𝐓𝐢𝐩: 𝐌𝐚𝐱𝐢𝐦𝐢𝐳𝐞 𝐒𝐮𝐦𝐦𝐞𝐫 𝐂𝐡𝐢𝐥𝐝𝐜𝐚𝐫𝐞 𝐂𝐫𝐞𝐝𝐢𝐭𝐬 💡 Summer childcare costs may qualify for the Child and Dependent Care Credit. Let BNA help you maximize your credits and reduce your tax liability. 📅 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭: 𝐁𝐎𝐈 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐃𝐞𝐚𝐝𝐥𝐢𝐧𝐞 📅 All businesses must file Beneficial Ownership Information (BOI) starting in 2024. If formed before January 1, 2024, file by December 31, 2024. New businesses have 90 days from registration. Learn more or let BNA assist with your filing. 𝘾𝒉𝙚𝒆𝙧𝒔 𝒕𝙤 𝙘𝒐𝙤𝒌𝙤𝒖𝙩𝒔 𝒂𝙣𝒅 𝒇𝙞𝒓𝙚𝒇𝙡𝒊𝙚𝒔! 🏕️✨ Stay connected with BNA for more updates and tips! #BNAUpdates #ClientSpotlight #EmployeeHighlight #TaxTips #BOIReporting #SummerUpdates #BNAFamily

We Love #RockHill 😀

📣 𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐍𝐞𝐰𝐬! 📣 𝐁𝐍𝐀 𝐢𝐬 𝐭𝐡𝐫𝐢𝐥𝐥𝐞𝐝 𝐭𝐨 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐚𝐭 𝐰𝐞'𝐯𝐞 𝐛𝐞𝐞𝐧 𝐬𝐞𝐥𝐞𝐜𝐭𝐞𝐝 𝐚𝐬 𝐚 𝐅𝐢𝐧𝐚𝐥𝐢𝐬𝐭 𝐢𝐧 𝐭𝐡𝐫𝐞𝐞 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐢𝐞𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐗𝐞𝐫𝐨 𝐔𝐒 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐀𝐰𝐚𝐫𝐝𝐬! 🎉 🏆 Accounting Partner of the Year 🏆 Advisory Innovator of the Year 🏆 Community Champion We are incredibly honored to be recognized among such exceptional talent in the industry. A heartfelt thank you to our phenomenal team, whose dedication, reliability, and innovative spirit have been key to reaching this milestone. Your unwavering commitment to teamwork, excellence, and integrity truly makes a difference. Additionally, we extend sincere gratitude to our amazing customers. Your trust and support enable us to partner with outstanding companies like Xero and continuously enhance our services. Congratulations to all the nominees and finalists! We look forward to celebrating with you at #Xerocon Nashville in a few weeks. #XeroAwards #Xerocon2024 #Accounting #US #BNACPA