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. Tax smart investing is critical to maximizing your returns and is about to become even more important considering the pending tax proposals. While most investors … Read more
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 Paycheck Protection Program (PPP) helped nearly 11.5 million companies through the issuance of over $792 billion in forgivable loans. Many PPP borrowers are now breathing … Read more
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+ family offices worldwide. Whether you’ve inherited your wealth or built it independently, having an expert team to help manage, advise and protect your legacy provides … Read more
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 Biden’s administration has passed, or proposed, three different spending programs approaching $2 trillion each, and on May 28 proposed a $6 trillion budget. The means … Read more
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 you recently retired, you still potentially have 20-30 or more years of life that your plan will need to adapt to. Along with your Certified … Read more
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 the result of an awkward set up by your mother, or a well-intentioned friend, that has blossomed into true love; or the result of a … Read more
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 able to enter the business world and create wealth during, and after, their time in the ring. The discussion was moderated by Michael Dockins, partner … Read more
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. While economic problems have caused demand for their services to increase, these same issues have created funding and operational issues for the organizations themselves. Many … Read more
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. On the other end are business owners, and entrepreneurs, hoping to talk to someone – anyone – who can help them with pandemic-induced concerns, and … Read more
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 what trends to watch across both national and state business landscapes. Here are three of them. How have Florida businesses fared in the pandemic? Compared … Read more
