Complete tax & wealth strategies for profitable businesses

Fri Dec 12 2025 at 09:30 am to 01:00 pm UTC-05:00

Carlisle Inn & Conference Center Sarasota | Sarasota

Integrity Bookkeeping Pros & Tax with Integrity
Publisher/HostIntegrity Bookkeeping Pros & Tax with Integrity
Complete tax & wealth strategies for profitable businesses
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

Event Venue & Nearby Stays

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

Tickets

USD 13.38 to USD 25.00

Icon
Concerts, fests, parties, meetups - all the happenings, one place.

Discover more events by tags:

Finance in Sarasota

Ask AI if this event suits you:

More Events in Sarasota

Anthony Rodia
Thu, 11 Dec at 07:00 pm Anthony Rodia

McCurdy's Comedy Theatre

Craig Shoemaker at McCurdys Comedy Theatre
Thu, 11 Dec at 07:00 pm Craig Shoemaker at McCurdys Comedy Theatre

McCurdys Comedy Theatre

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

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

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

975 Cattlemen Rd

Parking Tyler Rich
Fri, 12 Dec at 12:00 am Parking Tyler Rich

975 Cattlemen Rd

Essense of Australia Trunk Show!
Fri, 12 Dec at 10:00 am Essense of Australia Trunk Show!

The Perfect Dress of Sarasota Florida

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

The Alloro at University Groves

Where Art strikes a Chord for Kids.
Fri, 12 Dec at 04:00 pm Where Art strikes a Chord for Kids.

2Di4Glass

Holiday Open House \u2013 Humane Society of Sarasota County
Fri, 12 Dec at 04:00 pm Holiday Open House – Humane Society of Sarasota County

Humane Society of Sarasota County

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

1111 Ritz-Carlton Drive, Sarasota, FL 34236

Hot Club SRQ Trio at Apollonia (Landings)
Fri, 12 Dec at 05:30 pm Hot Club SRQ Trio at Apollonia (Landings)

Apollonia Grill

Sarasota is Happening!

Never miss your favorite happenings again!

Explore Sarasota Events