Therapy iQ preps for growth and opens $2 million funding round

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

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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

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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

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CEO Connect lends a hand: The Q&A with Richard Forsyth

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

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BayCare helps the local workforce live happier and healthier lives

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

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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”

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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

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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

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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

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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

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5 cybersecurity procurement tips for any business

By Sean Marcil, managing partner at CirrusTel In 2020, we had to send our employees home and figure out how they would be able to continue to perform their jobs,

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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

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