Banking & Financial Advice

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

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

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

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

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

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

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

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

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

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

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

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