Business continuity tips for any business

By Sean Marcil, Managing Partner, CirrusTel Businesses are faced with more risk from disastrous events today than any other time in history. Moreover, these risks have evolved to include more

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Year-end tax considerations for 2022

By Brian Carter, CPA The end of the year is nearby, leaving taxpayers only a short window to take financial steps that could alter their 2022 tax situation. By now,

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The importance of prenuptial agreements in protecting family businesses

Eric Maier and Courtney Koch, OLDER LUNDY KOCH & MARTINO Pondering how, and when, to ask the love of one’s life, “Will you marry me?” often generates huge anxiety for

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Catching up with Punit Shah

Punit Shah was Tampa Bay Business and Wealth’s first-ever cover story, in September 2018. Since then, he’s been a busy guy, despite a global pandemic. “Covid put a pause on

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Community banking for community-focused businesses

By Kevin Gilligan, SBA Lending Director at The Bank of Tampa Thanks to the Paycheck Protection Program (PPP), the Small Business Administration (SBA) has become a household name—at least within

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Shield of Faith Missions goes into the holidays with veterans in mind

Thee holiday season puts gratitude into high gear, but even before the thanks of Thanksgiving, Americans celebrate Veterans Day to pay respect to the men and women who protect and

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Tech answers for health care problems

BeniComp, an innovator in the thriving space of insuratech, leverages technology to offer creative solutions in health insurance. For president and chief operating officer Steve Pressler, framing business within a

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Consider Opportunity Zones as part of a well-crafted tax plan

By Brian Duren, signing director  and Chris Dhanraj, managing principal of investments Since their introduction in the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (OZ) have attracted

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Year-end planning to leverage the time value of money

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

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‘Tis the Season for Giving

The Bay area’s unmistakable signs of autumn are here: pumpkin-flavored ice cream at Chill Bros. and Tampa Bay Buccaneer flags waving against blue skies. It’s no wonder that four local

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Seminole Hard Rock Hotel & Casino Tampa donates $750,000 to Tampa Bay area charities

Seminole Hard Rock Hotel & Casino Tampa celebrated National Philanthropy Day by donating $750,000 to a group of Tampa Bay area charities. (Full list of charities below) “The Seminole Tribe

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Jingle Bell Run to raise money for the Arthritis Foundation on December 4

The Arthritis Foundation wants you to throw on your festive holiday attire and “run for a reason” on December 4. The Jingle Bell Run is raising funds to support research

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