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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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

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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

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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

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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

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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

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How to increase profits by knowing your numbers: Part 2

In my last column, I covered the importance of knowing your numbers as a way to grow your business and make it more profitable. We explored the closing ratio. This

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Q&A with The Bank of Tampa’s new CEO

The Bank of Tampa announced a significant change in its executive leadership in January, but the bank had been planting the seeds for succession long before the announcement hit the

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How to increase profits by knowing your numbers

As Marcus Lemonis, the businessman and star of The Profit says, “If you don’t know your numbers, you don’t know your business.” Today, you will begin to know your business

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Accounting firm Dixon Hughes Goodman announces major merger

Dixon Hughes Goodman, an accounting firm based in Charlotte, North Carolina but with a presence in Tampa Bay, has announced it will merge with BKD CPAs & Advisors. The merger

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Still struggling with forecasting sales for 2022?

Sales has traditionally been an intuition-driven profession: “What’s in your pipeline?  What do you think is going to close?” But these days, that approach puts companies and organizations at a

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Jim Marshall
Do Wharton students know what the average income is in Tampa? Probably not.

“I asked Wharton students what they thought the average American worker makes per year and 25% of them thought it was over six figures. One of them thought it was

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