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+
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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
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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
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By Jennifer Murphy, Older Lundy Alvarez & Koch Congratulations, you have survived the dating phase of your life (hopefully forever) and you are now engaged! Whether your blessed union is
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Tampa Bay Business & Wealth, and the law firm Shumaker presented this panel discussion with notable wrestlers in the Tampa Bay area and beyond. The discussion included how they were
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By Shelley Fisher, regional executive, east region and Brent Wright, head of institutional consulting Many nonprofits and foundations –including charitable and philanthropic organizations–have been hit particularly hard by the pandemic.
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By Susan Mauer, Tampa Bay Market President for Axiom Bank A year ago, phones in Axiom Bank’s commercial lending department started ringing off the hook – and they haven’t stopped.
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By Chris Dhanraj, managing principal of investments, CliftonLarsonAllen Wealth Advisors We made it through 2020 and businesses are looking toward a post-pandemic world with cautious optimism. We are frequently asked
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By Chris Taylor, The Urie-Taylor Group, UBS Financial Services About a year ago, we were breaking the record for the longest-lasting economic expansion in U.S. history, with seemingly no end
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By Kelly Kavanaugh To navigate the pandemic, businesses have had to adapt to survive. From remote work to cost-cutting measures, shifts from traditional approaches were essential to maintaining revenue streams.
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No one likes friction; no one likes it when your pant legs stick to your socks. It’s certainly not something you want between you and your bank. Frictionless Banking means
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By Mary Lauritano, CFA, Senior Vice President–Wealth Management at UBS Wealth Management USA; St. Petersburg In a recent UBS report of women and wealth, Own Your Worth, the study showed
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