Banking & Financial Advice

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

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

“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

HealthAxis, a Tampa-based administrative processing services company for health care payers and organizations, received a growth investment from Revelstoke Capital Partners. McGuireWoods acted as legal counsel to Revelstoke. Shumaker, Loop

Tampa Bay Business and Wealth reached out to leaders in their respective industries to see what trends they are seeing and what they mean. Here’s what they had to say.

Kevin Shukur has been named West Florida Market president for First American Bank. Effective immediately, Shukur will lead the West Florida corporate banking team and provide full-service banking from the

By Sarah Schelling Peet, Vice President, Senior Trust Officer, The Bank of Tampa It is impossible to predict the future, no matter how hard we try. Two years ago, I

By Sonya Ranker, president, Tampa division, Questmont Strategic Wealth Advisors It’s not about how much money your investments can earn … it’s about how much of the earnings you keep. 

By Jack Rybicki In 2020 and 2021, companies benefited from an unprecedented amount of federal and state support to help them weather the economic impact of the COVID-19 pandemic. The

By Patricia Entsminger, CPA/CFE/CIA and Kathleen Martin, CPA Thinking about a family office? There are many options to consider. A 2016 Ernst & Young survey estimated that there are 10,000+

By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President

By Lantz A. Martin, CFP, ChFC, CLU, BT Wealth Advisors Goals are key for framing our own roadmap (your financial plan), but keep in mind how often life changes. Even if