Giving guide: How to set your family’s philanthropy strategy

By Sheila Kinman, Community Foundation of Tampa Bay Giving together is a great way for families to share their interests, and values, while making a positive impact in the community.

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Strategies for the best virtual family office

By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Have you ever wondered how really, wealthy people, $500 million and up, manage their money?  You probably assume they have

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How will proposed tax legislation affect your financial plans?

By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President

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Defining financial planning goals: Start with your core values

By Lantz A. Martin, CFP, ChFC, CLU, BT Wealth Advisors Goals are key for framing our own roadmap (your financial plan), but keep in mind how often life changes. Even if

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How business leaders can get involved in early education — and why it’s important

By Aakash Patel I spent a Friday morning, this spring, on the car line in Gorrie Elementary School in Tampa. Instead of sitting in an office or a breakfast meeting,

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Pasco growth leads way to gas expansion

By Chuck Warrington, Clearwater Gas System executive director One of the fastest growing areas in the greater Tampa Bay region, Pasco County, features a unique blend of undeveloped, open spaces

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To SMART or not to SMART is the question in 2021?

By Bill Heinz, vice president and co-owner, PBX-Change Is it realistic for consumers, be they business or residential, to expect that quality reliable Internet be available like other utilities? Is

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The enforceability of prenuptial agreements

By Jennifer Murphy, Older Lundy Alvarez & Koch Congratulations, you have survived the dating phase of your life (hopefully forever) and you are now engaged! Whether your blessed union is

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Great opportunity for every person in every community

By Jessica Muroff, CEO of United Way Suncoast It’s the joyous smile of a single mom who gained a new job, with our assistance. It’s the grateful dad who delivers

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The road ahead for nonprofits, foundations and endowments

By Shelley Fisher, regional executive, east region and Brent Wright, head of institutional consulting Many nonprofits and foundations –including charitable and philanthropic organizations–have been hit particularly hard by the pandemic.

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What Comes Next, Tampa Bay?

By Susan Mauer, Tampa Bay Market President for Axiom Bank A year ago, phones in Axiom Bank’s commercial lending department started ringing off the hook – and they haven’t stopped.

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The Lexus UX

By Rebecca Antioco In tech lingo, “UX” refers to user experience, the human-first approach to product design that’s not about aesthetics, but rather about creating products that delight users with

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