Understanding the Importance of Banking Locally

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the way we manage our finances, the idea of banking locally and handling your finances face-to-face might seem outdated.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

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Three simple ways to lower your 2022 tax bill in 2023

By Brian Carter, CPA The end of 2022 has passed and 2023 is well begun, but it is not too late to bring down your 2022 income tax liability. A

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The anatomy of a scam

By Roxanne Chance-Chin, Bank Secrecy Act Officer and Fraud Investigations Manager at The Bank of Tampa Businesses are tempting targets for fraudsters because they possess a wealth of information and

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Tampa Bay bankers weigh in: The sky is not falling

An executive at Goldman Sachs told a CNBC reporter that the collapse of Silicon Valley Bank was a “Lehman moment” for the technology industry. A local banking industry source, who

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Economic Development 2023: The business of money

Tampa Bay Business & Wealth reached out to two banking executives and a wealth management firm and asked, “What should our readers know about the financial services industry in 2023?”

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Community banking for community-focused businesses

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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Year-end tax considerations for 2022

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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Community banking for community-focused businesses

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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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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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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