What you need to know about the Marchman Act

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

Don’t be the Dunce!

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

Tax-smart investing strategies for a down market

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

Inherited wealth: A series of unfortunate events

By Margo Land Hirons, J.D., vice president, trust officer at The Bank of Tampa  “Fate is like a strange, unpopular restaurant filled with odd little waiters who bring you things you never asked for and don’t always like.”  – Lemony Snicket From the moment you looked into your baby’s eyes, you knew you were going … Read more

How to build a powerful network

By Joanne Sullivan, director of community relations for USF Health Do you know someone who seems to know everybody in the community? Political office holders, high profile community and business leaders, it seems no one is beyond their reach? These connectors have a knack for building relationships that stand the test of time. They keep … Read more

A day at the beach… with Morgan Clay, owner of the Cabana Club (PHOTOS)

By Brooke Palmer Kuhl The Cabana Club is a new, luxury service offered on the shores of the beautiful beaches of Pinellas County. Part concierge, part beach attaché, let the Cabana Club make your beach day an unforgettable one. With a myriad of options to choose from, your day can be tailored to you and … Read more

What does it cost to live on a 40-home island with Tom Brady and Gisele Bündchen?

A $59 million compound on the star-studded Indian Creek is emerging as a tropical modern playhouse being developed by Todd Michael Glaser and is now accepting bitcoin as payment. The new construction spans nearly 16,000 square feet, featuring architecture and interiors by Kobi Karp, with 12 bedrooms on a 53,696-square-foot lot with 134 feet of … Read more

Fixing Tampa Bay’s housing crisis

By Willy Nunn, president and chief executive officer of Homes by West Bay  Attainable. Affordable. Housing. Tampa Bay no longer has a reasonable, available housing market. Rather, frightening statistics covered by local media outlets confirming that we are facing a housing crisis and, potentially, an even bigger economic one. Consider this data: Tampa Bay’s housing … Read more

Women are stronger together

By Mary Key, president of Key Associates Organizations that include women in top leadership positions have a competitive edge. Studies show that women bring increased productivity and innovation to the mix. The fact that women have recently lost hard-earned gains in the workplace should be of concern to any company that supports diversity and seeks … Read more