Contributed Content 
Eric Maier and Courtney Koch, OLDER LUNDY KOCH & MARTINO Pondering how, and when, to ask the love of one’s life, “Will you marry me?” often generates huge anxiety for the proposer; often it can pale in comparison to pondering how, and when, to subsequently ask the same love, “Will you sign a prenuptial agreement?” … Read more
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 the business community. In actuality, the SBA offers business owners so much more than the PPP. Since its inception, the SBA’s primary mission has been … Read more
By Marcella McCarthy On the heels of a $1.5 million dollar raise, a Tampa Bay area health tech startup, Therapy iQ has announced it’s opening a round to raise another $1.5 million to $2 million. The company, founded by Nathan Maingi, is helping mental health practices streamline their operations through a proprietary practice management software. … Read more
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 attention as an important tool to help mitigate income tax liabilities. And, despite the headlines focusing on rising inflation, rising interest rates and possible rising … Read more
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 schedule a strategy session with your CPA, and financial team, to discuss tax planning to help minimize the financial impact for you, your family and … Read more
Tampa Bay Business and Wealth held its 42nd “CEO Connect” at the Colony Grill, in Midtown Tampa. The number 42 is important to remember. During the event, before Richard Forysth’s interview, Tamela Perdue, senior vice president of compliance with Sunshine Health and board chair for Volunteer Florida, addressed guests and encouraged those in attendance to … Read more
By Donna St. Louis, vice president of Business Development, BayCare Health System Employee health and wellness is important to BayCare. When employees are happy, and healthy, they feel good and perform their best at home and work. But statistics show that the workforce, across the United States, is facing many challenges including ongoing stress, chronic … Read more
By Benjamin Older, Esquire, founding partner of Older Lundy Koch & Martino Substance abuse (whether of alcohol, legal and/or illegal drugs) can be referred to as an “equal opportunity offender” for it knows no boundaries of race, color, creed, religion, education, age, social status, financial status, or business prowess. Many incredibly powerful, successful, and intelligent … Read more
By Taylor K. Ranker II, CEO, Questmont Virtual Family Office I love it, my industry loves to call itself wealth managers, but did you know there is a formal definition of wealth management that goes well beyond your portfolio? When applying this formula: Wealth Management = Investment Consulting + Advance Planning + Relationship Management, fewer … Read more
By Brian Carter, CPA Let’s be honest: The market’s performance in 2022 has been disappointing, at best, and for many investors ‘alarming’ would be a more accurate description. Equity prices are declining and volatility is high, with each new day bringing the potential for more carnage as jobs reports, inflation numbers and other economic data … Read more
