COLLIER COUNTY RANKS NO. 1 IN STATE FOR BIGGEST TAX REFUNDS
Collier County ranked No. 1 in SmartAsset’s “Places With the Highest Tax Refunds and Places that Owe the Most” list for Florida. To determine the counties that received the highest average refunds, the study divided the total amount of money refunded by the IRS to residents by the number of refunds given out in each county. Collier County was reported with a number of 121,020 taxpayers that receive refunds, $4,418 in average tax amount refunded, 46,940 in the number of taxpayers that owe taxes, and $14,268 in average tax amount owed, for an overall Taxes Refunded Index of 83.12. For more details on the study, including methodology and an interactive map, click here.
FORT MYERS BEACH HIGHRISE BREAKS GROUND
Representatives of London Bay Development Group recently joined elected officials and community leaders to celebrate the groundbreaking for Grandview at Bay Beach, the 11-story high-rise tower on the southern tip of Fort Myers Beach. Grandview is the newest luxury high-rise tower to be built on Fort Myers Beach in over a decade. Grandview is anticipated to welcome its first residents next summer within the gated Waterside neighborhood at Bay Beach. A collaboration between London Bay Development Group and partners Suffolk Construction and Curts Gaines Hall Jones Architects, Grandview will offer 58 luxury waterfront residences. Based on a preliminary study using the IMPLAN modeling, the project is estimated to have a substantial economic impact throughout the construction phase. Construction impacts will be in excess of just under $100 million; over 1,000 jobs will be created throughout the span of the project, which will add over $1.2 million annually in tax revenue at build-out; and total impact fees from the project are over $400,000, according to a press release. For information, call (239) 307-0211 or visit www.GrandviewBayBeach.com.
MORAN WEALTH MANAGEMENT FLORIDA DOMICILE SEMINARS START TODAY
Moran Wealth Management will host multiple seminars in February that are focused on establishing Florida domicile. Half of the seminars will cover “Should You Declare Florida Domicile?” The other half, titled “How to Change Your Domicile to Florida,” will discuss unique Florida domicile considerations for residents of specific states: New York and Illinois. Seating is limited for each complimentary seminar; reservations can be made by calling (239) 513-2511. There will be an attorney present at each seminar to discuss these topics. The first seminar in the “How to Change Your Domicile to Florida” series takes place from 10 a.m. to noon today at Moran Wealth Management in Naples. Tom Moran, the founder, chief executive officer and senior PIM Portfolio Manager of Moran Wealth Management, will present the event. The remaining events will be held on Feb. 11, 13, 14, 19, 21 and 28. For more information, visit http://www.moranwm.com/.
CHLUMSKY NAMED AMONG BEST-IN-STATE WEALTH ADVISORS
Forbes has named Nick Chlumsky to its 2020 Best-in-State Wealth Advisors list, which spotlights standout wealth advisors across the U.S. Chlumsky is senior advisor, first vice president-investment officer and PIM portfolio manager at Chlumsky Wealth Management Group of Wells Fargo Advisors, which is based in Fort Myers and serves clients across Southwest Florida. Forbes’ Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Chlumsky joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007, and recently was elevated to the role of senior advisor for the group. He assists with portfolio construction and implementation, conducts market research, performs mutual funds due diligence and provides asset allocation analysis.
LEADERSHIP SWFL CELEBRATES GRADUATING CLASS
Leadership SWFL recently celebrated the graduation of its Class of 2019-2020 with a special reception at The Hub at the Bonita Chamber. The graduating class included Ashley Grimes, Physicians Regional Healthcare System; Carly Sanseverino, City of Bonita Springs; Chris Price, Henderson, Franklin, Starnes & Holt, P.A.; Chrissy Stoker, Bonita Springs Fire Control District; Christina LaTour, Physicians Regional Healthcare System; Debbie Bedard, New Horizons of SWFL; Greg Clancy, Harry Chapin Food Bank; Joey Belanger, Bonita Springs YMCA; Kirk Stone, Lee Health; Lindsey Morton, Lee Health; Pete Lallone, NCH Healthcare System; Sally Ricciardelli, Lake Michigan Credit Union; and Wendy Webber, New Horizons of SWFL. Leadership SWFL is a new name for a 22-year-old community immersion program managed by the Bonita Springs Area Chamber. Each cohort of Leadership SWFL learns about and discusses regional organizations and issues across Lee, Collier and Charlotte counties through full-day discovery trips. Online applications are open now for Leadership SWFL at BonitaSpringsChamber.com/Leadership-SWFL and must be submitted by 5 p.m. on March 27 for consideration. Contact Christleen Knaub for more information at Christleen@BonitaSpringsChamber.com.
O-A-K FLORIDA APPOINTS PROJECT MANAGER
Owen-Ames-Kimball Co. (O-A-K) has announced the appointment of Jane Gaia as a project manager in the company’s Fort Myers office. Gaia is currently working as project manager on The Heights Early Learning & Education Center, the major addition to Gateway Trinity Lutheran Church, as well as projects for Fort Myers Broadcasting and the Institute for Orthopedic Surgery & Sports Medicine. Gaia has nearly 20 years of experience in project management and architecture. She has supervised a wide variety of commercial projects from start to occupancy including government, religious and Leadership in Energy and Environmental Design (LEED). She has served as project architect for commercial, retail, residential developments, health care, and government buildings. She most recently served as project manager at the Diocese of Venice, where she oversaw projects in ten counties and managed Hurricane Irma repairs for 52 damaged properties. Gaia holds her bachelor of science in Architecture from Kent State University in Ohio.
GREATER NAPLES LEADERSHIP BEACH CLEANUP A SUCCESS
Greater Naples Leadership’s (GNL) “Done in a Day” beach cleanup took place on Jan. 25 at Naples Beach. More than 50 GNL volunteers cleaned up a wide swath of beach extending both north and south of Naples Pier. GNL welcomed Naples Mayor Bill Barnett to kick off the cleanup with opening remarks from the pier, followed by volunteers donned in blue GNL T-shirts heading out for the cleanup. For more information, visit www.gnlwebsite.org.
Gulfshore Playhouse to host 10th annual Bubbles, Baubles & Broadway Gala
Gulfshore Playhouse will host the 10th annual Bubbles, Baubles & Broadway Gala on March 2 at the Ritz-Carlton Beach Resort in Naples, chaired by philanthropists Jane and Dave Wilson. Transforming The Ritz into a live speakeasy and performance venue for the celebration, Gulfshore Playhouse will take over two ballrooms for a Roaring into the 20s-themed gala replete with nightlife, live entertainment and travel packages for bidding. The event will also include craft cocktails, live jazz music, a dance floor and gaming tables, plus a live performance by Tony Award-winner and Broadway star Laura Benanti. Guests are encouraged to dress in Gatsby style. Tickets and sponsorship opportunities are available by calling 239-261-PLAY (7529) or visiting gulfshoreplayhouse.org. Individual event tickets are $600. Individual patron tickets are $1,200 and include a private VIP event at a beautiful home in Bay Colony on Feb. 26. Additional sponsor tables for 10 start at $6,000.