By Sean Marcil, Managing Partner, CirrusTel Businesses are faced with more risk from disastrous events today than any other time in history. Moreover, these risks have evolved to include more
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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,
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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
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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
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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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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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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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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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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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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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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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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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