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Regions Bank announces leadership appointments, including former St. Pete market executive

Regions Bank has appointed two key leaders who will guide the company’s services for consumers and businesses throughout Mobile, Alabama and along the Gulf Coast of Florida. Bruner Binion will

The importance of going local and supporting small businesses

By Jon Locklear, wealth Advisor, BT Wealth Advisors | The Bank of Tampa Small businesses are the often-overlooked lifeblood of the community. The Office of Advocacy of the U.S. Small

Understanding the Importance of Banking Locally

In an age where digital technology has revolutionized the way we manage our finances, the idea of banking locally and handling your finances face-to-face might seem outdated. From automated loan

Three simple ways to lower your 2022 tax bill in 2023

By Brian Carter, CPA The end of 2022 has passed and 2023 is well begun, but it is not too late to bring down your 2022 income tax liability. A

The anatomy of a scam

By Roxanne Chance-Chin, Bank Secrecy Act Officer and Fraud Investigations Manager at The Bank of Tampa Businesses are tempting targets for fraudsters because they possess a wealth of information and

Tampa Bay bankers weigh in: The sky is not falling

An executive at Goldman Sachs told a CNBC reporter that the collapse of Silicon Valley Bank was a “Lehman moment” for the technology industry. A local banking industry source, who

Economic Development 2023: The business of money

Tampa Bay Business & Wealth reached out to two banking executives and a wealth management firm and asked, “What should our readers know about the financial services industry in 2023?”

Community banking for community-focused businesses

By Kevin Gilligan, SBA Lending Director at The Bank of Tampa Thanks to the Paycheck Protection Program (PPP), the Small Business Administration (SBA) has become a household name—at least within

Year-end tax considerations for 2022

By Brian Carter, CPA The end of the year is nearby, leaving taxpayers only a short window to take financial steps that could alter their 2022 tax situation. By now,

Community banking for community-focused businesses

By Kevin Gilligan, SBA Lending Director at The Bank of Tampa Thanks to the Paycheck Protection Program (PPP), the Small Business Administration (SBA) has become a household name—at least within

Consider Opportunity Zones as part of a well-crafted tax plan

By Brian Duren, signing director  and Chris Dhanraj, managing principal of investments Since their introduction in the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (OZ) have attracted

Year-end planning to leverage the time value of money

By Heather Williams, CPA/CFP and Patricia Entsminger, CPA/CFE/CIA As the year winds down and the rush of tax season is still several months away, now is the perfect time to