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

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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!!!

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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

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Complete tax & wealth strategies for profitable businesses
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