Banking & Financial Advice

By John Acosta We witnessed a surge in M&A activity in Tampa last year, as our area significantly outpaced the rest of the nation in terms of post-pandemic deal volume. According to some reports, Tampa area businesses accounted for more than $1 billion in deal activity in 2023, marking a strong showing against the previous

The board of directors of BayFirst Financial Corp. (NASDAQ: BAFN), the parent company of BayFirst National Bank, has named a new chief executive officer and a new president and chief operating officer. Thomas Zernick was named chief executive officer and Robin Oliver was named president and chief operating officer, effective January 1. Zernick was made

By Brian Carter, partner at Maudlin & Jenkins It feels great to get a high price for the sale of your home but, in some cases, the IRS may want a piece of the action. When you sell a house for more than what you paid for it, you could be subject to a capital

In an age where digital technology has revolutionized the way we manage our finances, the idea of banking locally and handling your finances face-to-face might seem outdated. From automated loan underwriting and remote deposit capture to a future that includes artificial intelligence, the way we handle our financial affairs continues to move forward at warp

TD Bank has appointed Mike Nursey, based in Tampa, as the North Florida commercial market president to support continued growth efforts in the region, which includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville, Ocala, Daytona, Lakeland and Melbourne areas. Nursey will lead a team of three regional vice presidents and oversee growth of TD’s local

Owning rental real estate can be a great way to supplement the income you receive from your regular job. Investing in rental property can generate recurring cash flow, help build long-term wealth and even capture some unique tax benefits. But, to reap all these benefits, you need to understand the rules for this type of

By H. Brian Adcock As a business leader, we are charged with making sure we lead our organizations through change. There has been plenty of change in the past few years and there is more on the immediate horizon, impacting 401(k) and 403(b) retirement plans. On December 29, 2022, Congress enacted the Secure Act 2.0,

By Owen LaFave, Pinellas County Market President, The Bank of Tampa All eyes are on the U.S. banking industry as three of the biggest bank failures in U.S. history have created a disruption in recent months. However, while these bank failures have raised concerns about the safety and soundness of the banking system, it’s important

By Brian Carter, CPA, Mauldin & Jenkins A family business can be a wonderful asset that not only supports multiple family members but also helps keep the various generations connected. Unfortunately, the same business can complicate estate administration and wreak financial, and emotional, havoc on heirs. To avoid that outcome, it is critical that business