Complete tax & wealth strategies for profitable businesses

Schedule

Fri Dec 12 2025 at 09:30 am to 01:00 pm

UTC-05:00

Location

Carlisle Inn & Conference Center Sarasota | Sarasota, FL

Advertisement
An in-person lunch event. Bring a guest and join us for smart strategies to reduce taxes, grow wealth, and make your business work for you.
About this Event

Complete Tax & Wealth Strategies for Profitable Businesses

Friday, December 12, 2025
Carlisle Inn | 3727 Bahia Vista St, Sarasota, FL 34232

9:30am - 1pm
Presented by Integrity Bookkeeping Pros & WealthBridge Capital Management

Featuring Speakers:

  • Kati Hays, CRPC – WealthBridge Capital Management
  • Malinda Olupitan, CEO – Integrity Bookkeeping Pros

In-Person Event | Lunch at Der Dutchman Included
$25 includes you and a guest!

Running a profitable business is only half the equation—keeping more of what you earn is the other half.

Join local financial experts for a powerful session designed to help you maximize profits, minimize taxes, and align your business and personal finances for lasting success.

We’ll cover:

  1. How to structure your business for tax efficiency
  2. Strategies to maximize your deductions
  3. How to coordinate your personal and business finances to work together

Whether you’re preparing for growth, planning for succession, or simply ready to optimize your bottom line, this event will give you practical, actionable strategies to strengthen your financial foundation.

It’s also a great opportunity to network with other business owners, enjoy a complimentary lunch at Der Dutchman, and get answers to the financial questions that matter most to you.

Space is limited—reserve your spot today!
RSVP by November 9th (although it may fill up before that)

2-for-1 ticket - $25 covers you plus a guest!!!

Advertisement

Where is it happening?

Carlisle Inn & Conference Center Sarasota, 3727 Bahia Vista Street, Sarasota, United States

Event Location & Nearby Stays:

Tickets

USD 13.38 to USD 25.00

Icon
Know what’s Happening Next — before everyone else does.
Integrity Bookkeeping Pros & Tax with Integrity

Host or Publisher Integrity Bookkeeping Pros & Tax with Integrity

Ask AI if this event suits you:

Discover More Events in Sarasota

Beyond Beginners Global Caravan Bellydance with Misha
Thu, 11 Dec at 07:15 pm Beyond Beginners Global Caravan Bellydance with Misha

1940 Northgate Boulevard Suite B2, Sarasota, FL, United States, Florida 34234

ENTERTAINMENT WORKSHOPS
The Living Nativity - A Sarasota Christmas Tradition
Thu, 11 Dec at 07:30 pm The Living Nativity - A Sarasota Christmas Tradition

4141 Desoto Rd, Sarasota, FL, United States, Florida 34235

CHRISTMAS CALENDAR
Tyler Rich
Fri, 12 Dec at 12:00 am Tyler Rich

975 Cattlemen Rd

CONTESTS TRIPS-ADVENTURES
Parking Tyler Rich
Fri, 12 Dec at 12:00 am Parking Tyler Rich

975 Cattlemen Rd

CONTESTS TRIPS-ADVENTURES
Essense of Australia Trunk Show!
Fri, 12 Dec at 10:00 am Essense of Australia Trunk Show!

The Perfect Dress of Sarasota Florida

ART PERFORMANCES
Winter Wonderland Open House
Fri, 12 Dec at 02:00 pm Winter Wonderland Open House

The Alloro at University Groves

HOLIDAY CHRISTMAS
Live Painting with Lipstick Lex
Fri, 12 Dec at 05:00 pm Live Painting with Lipstick Lex

1111 Ritz-Carlton Drive, Sarasota, FL 34236

ART FINE-ARTS
Southside Christmas Town 2025
Fri, 12 Dec at 05:00 pm Southside Christmas Town 2025

Southside Baptist Church

CHRISTMAS PICTURES-WITH-SANTA
Academy of Retirement
Tue, 21 Oct at 06:00 pm Academy of Retirement

New College of Florida - Music Room in College Hall

WORKSHOPS MEETUPS
Complete tax & wealth strategies for profitable businesses
Fri, 12 Dec at 09:30 am Complete tax & wealth strategies for profitable businesses

Carlisle Inn & Conference Center Sarasota

What's Happening Next in Sarasota?

Discover Sarasota Events