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,

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

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

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

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

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

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

College planning strategies to save like an advisor

By Stacey Pittman, CFA, CFP, CPWA, Managing Director, BT Wealth Advisors As a wealth advisor and the mom of a college freshman (Go Gators!), I am acutely aware of the

The art of ownership transition

By Jeff Servais, principal, and David Laugtug, principal, CLA In the life of a business, ownership transition is inevitable. Whether selling to private equity or to the next generation of

Understanding the Employee Retention Credit for Recovery Start-Up Businesses

By Dawn Morgan, CPA and Kathleen Martin, CPA Many entrepreneurs in Tampa Bay entered 2020 with new business ventures in motion or expansions of existing business—opening new locations, new entities

Preparing Florida’s youth for personal and financial success

In this economic climate, financial literacy is a pivotal issue that can determine a person’s quality of life. The Florida Council on Economic Education, a nonprofit group on the front

New market president named for First Horizon Bank’s Tampa Bay region

First Horizon Bank has appointed Jim Donatelli as market president for the Tampa Bay region. As market president, Donatelli will lead the consumer, commercial and wealth banking teams and is