Thought Leadership

The recently passed One Big Beautiful Bill Act (OBBBA) is reshaping the private aviation landscape, creating a powerful opportunity for business owners and aviation investors alike. If you’ve been considering the purchase of a new or pre-owned aircraft, there may be no better time to act. Under OBBBA, buyers can now take advantage of 100%

Every seller dreams of that moment: the unsolicited phone call from a strategic buyer with an offer too good to ignore. The eight, nine, ten-figure check that lands without warning. It’s a compelling fantasy; clean, fast, flattering. But like most fantasies, it collapses under examination. The truth is simpler and less romantic: the most successful

The Tampa Bay Trust Company has been renamed Florida Trust Wealth Management, with all of its offices throughout Tampa Bay and Southwest Florida bearing the new name. Formed 25 years ago this coming January, the trust company has offices in Sanibel, Tampa, Belleair Bluffs, Tarpon Springs, Naples, Marco Island, Fort Myers, and a marketing office

As chief operating officer at Power Design, I lead our national operations with a focus on efficiency, innovation, and reliability. With more than 20 years of industry experience, predominantly on the electrical side, I’m passionate about helping communities stay prepared—especially when it comes to power and storm readiness. Last year, as Hurricane Helene became a

I grew up in this industry, wearing a hard hat before kindergarten and walking job sites before I could drive. Construction was more than just the family business; it was our dinner table conversation, our weekend plans, and the foundation of how I learned to lead. From the very beginning, I had a front-row seat

As leaders, we have many demands on our time, energy and attention. In order to maximize our impact, we should consider: What is my highest and best use?  Our highest and best use is the work that leverages our strengths, skills and perspectives, where we’re creating the most value and the most meaningful impact. We

It’s no question that M&A has been more challenging in recent years, having been impacted by higher interest rates in the financing markets, geopolitical factors including potential tariffs, and a burdensome regulatory framework, to name a few. However, deals for quality assets are certainly still getting done in this environment.  The key characteristics separating successful

As a successful business owner, your hard work and innovation drive the economy, creating jobs and stability. However, with success comes increased tax liability, making advanced tax planning not just a luxury but a necessity. Advanced tax planning isn’t about loopholes or last-minute deductions; it’s about intentionally structuring your wealth to minimize taxes now and

Zeniki Wealth is a recently launched wealth management firm in Tampa, FL that is uniquely positioned versus traditional “Wall Street” Firms. As opposed to most financial advisors that focus solely on publicly traded investments, Zeniki serves as its client’s Personal CFO; providing them with bespoke, a la carte services that range from managing illiquid investments

A deeper look at financial illiteracy in America and how a lack of economic education shapes policy and public understanding.

Like any good startup, the copay-only Surest health plan came from a group of innovators discontent with the status quo.  These veteran insurance innovators asked themselves, what if health insurance could work like other helpful consumer services? What if provider options and clear costs were available before members sought care, so people could shop for

If you are planning to move overseas, there are tax obligations you should be aware of. As a United States Citizen, you are required to file a U.S. federal tax return to report your worldwide income, regardless of where you live and work. And the only way to leave U.S. taxes behind is to renounce