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 the business community. In actuality, the SBA offers business owners so much more than the PPP. Since its inception, the SBA’s primary mission has been … Read more
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 points of exposure. The risks are ever-present, and they never stop. “The State of Ransomware and Disaster Preparedness: 2022″ survey identified that of the 79% … Read more
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, you probably have a good idea of where you stand in terms of income and potential tax liability for the year. Even so, it is … Read more
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 the proposer; often it can pale in comparison to pondering how, and when, to subsequently ask the same love, “Will you sign a prenuptial agreement?” … Read more
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 a lot,” Shah says. “But we used the downtime, during covid, to plan and focus on several multi-family projects.” One of those was purchasing the … Read more
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 the business community. In actuality, the SBA offers business owners so much more than the PPP. Since its inception, the SBA’s primary mission has been … Read more
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 serve the United States. This past Veterans Day, Tampa Bay area nonprofit Shield of Faith Missions launched a special fundraising campaign to keep American warriors, … Read more
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 creative perspective comes naturally. A graduate of Savannah College of Art and Design, Pressler took his master’s degree in 3D animation and launched a multimedia … Read more
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 attention as an important tool to help mitigate income tax liabilities. And, despite the headlines focusing on rising inflation, rising interest rates and possible rising … Read more
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 schedule a strategy session with your CPA, and financial team, to discuss tax planning to help minimize the financial impact for you, your family and … Read more