Industry Insights

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 would never have guessed we would be weathering a global pandemic and all that has occurred as a result. But, professionally, thinking about and planning

Tampa Bay Business and Wealth named the winners of the inaugural Philanthropist of the Year Awards Tuesday night, at Armature Works, in Tampa. More than 250 people were in attendance. Presenting sponsors included the Community Foundation Tampa Bay, Pilot Bank and Sabal Trust. Gold sponsor was Valspar Championship. Winners included: Covid Hero Brooke Palmer Kuhl

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

The Tampa Bay community has no shortage of philanthropists, both large and small. Some roll their sleeves up and help lift heavy boxes, some write checks that help keep an organization’s lights on and some provide valuable knowledge on boards and committees. The companies, and individuals, you are about to read about here do all

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

For Rabbi Ed Rosenthal, executive director and campus rabbi of the Suncoast Hillels, what started as part of his work with Hillel’s campus ministries, across the Tampa Bay area, evolved into an interfaith global movement of marine conservation. It grew from a humble beginning. As Rosenthal explains: “I was working with a small group of

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

By Dr. Ladd Carlston Living a life without stress is virtually impossible: after all, stress is simply a normal reaction the body has when things change, resulting in physical, emotional and mental responses. A stress-free life would be a change-free life—total stagnation—which no one actually wants. And yet, thousands of experts have written millions of

While the Tampa Bay Lightning opened the 2021-22 season by raising another Stanley Cup banner, the team has been busy tending to partnerships and agreements that are visible to fans attending games at Amalie Arena and throughout the community. What many in the sellout crowd — back to the usual 19,092 — likely noticed during

By Christopher J Moyer Sr, founder, president & CEO of SME Solutions Group Most business leaders know the basics and hear “cloud” often. Businesses resist moving from traditional servers to the cloud because they don’t fully understand it. They fear the risks, and costs, of investing in new technology but are unaware of the positive

It’s a New Year’s tradition of football—frolicking and fierce competition. The Outback Bowl, tracing its roots in the Tampa Bay area over 30 years, matches up the Southeastern Conference vs. the Big Ten, a single event to kick off the year with sport. But it’s really in the behind-the-scenes impact, for local charities, where the

Courtesy of AdventHealth Advances in cardiovascular care offer minimally invasive options to some patients who previously would have needed open-heart surgery. The world-class cardiovascular teams at AdventHealth are pioneering these surgical techniques and cardiac technologies for the future of heart care, right here in Tampa Bay. These advances in heart health include the use of