The pre-webinar sequence

Hey {FIRST NAME},

You’re in. Your seat for The Wealthy Tax Playbook is saved.

We go live this Thursday at 10am PT / 1pm ET. It’s about 60 minutes, and then I stay on for live Q&A until the questions run out.

Here’s what we’re covering:

1. 01Write off the life you already liveHow the car, the trips, the meals and even the photoshoot blowout you already pay for could become documented, legal deductions.
2. 02Pay your family, not the IRSHow putting your spouse and kids on payroll moves income into the lowest brackets there are, and the paperwork that makes it hold up.
3. 03Turn your tax savings into assetsThe real estate and retirement moves that turn this year’s savings into wealth that keeps paying you.

Every one of these has been sitting in the tax code for decades. Your CPA files your taxes. Nobody’s strategizing them, and that’s the gap we’re closing on Thursday.

Now the tiny favor. Hit reply and type YES. It tells your inbox we’re friends, so the live link doesn’t get buried in your promotions tab on Thursday morning.

Then pop it in your calendar so nothing books over it:

Add Thursday to my calendar→[CALENDAR LINK]

xo,Barbara

P.S. In about ten minutes I’m sending you a little gift. Keep an eye out for it.

Hey {FIRST NAME},

I promised you a gift, and it’s a good one.

It’s called The Missed Write-Off Checklist. It’s 31 everyday expenses business owners can legally deduct, from your car and your phone to business meals, travel days, your home office and the glam for your photoshoot.

And next to every single one, the receipt or log it needs so it actually holds up. That second part is what nobody on Instagram tells you.

I’m not emailing it to you, though. It lives inside my WhatsApp group, along with the reminders, the live link on Thursday and the replay.

Join the group and grab your checklist→[WHATSAPP LINK]

Go through it tonight with a highlighter and circle every one you paid for this year and didn’t write off. Bring that list on Thursday, because that’s exactly where we start.

xo,Barbara

Hey {FIRST NAME},

This might sound strange coming from me, but your CPA probably isn’t doing anything wrong.

They’re doing exactly what you hired them to do. You hand over your numbers in March, they make sure everything’s filed correctly and on time, and you don’t hear from them again until next year.

That’s compliance, and it matters.

But look at when it happens. By the time your CPA sees your numbers, the year is over. The money’s been spent, the girls’ trip happened without a single board meeting minute, and your kids helped with your content all summer without ever being on payroll.

All anyone can do at that point is report what already happened.

A strategist works the other way around. We plan what happens before it happens, so by April there’s a lot less to report.

Your CPA files your taxes. Nobody’s strategizing them. It’s why so many of you write a five-figure check every April and feel sick about it, even with a CPA you like.

On Thursday I’ll walk you through the three levers I use with my own clients, in the order I use them.

Save Thursday in my calendar→[CALENDAR LINK]

xo,Barbara

P.S. Next up, a little math with your own return. It takes two minutes and you won’t love the answer.

Hey {FIRST NAME},

Do this with me, it takes two minutes.

Pull up last year’s tax return and find your total tax. I don’t mean your refund or what you owed in April, I mean the total.

Now divide it by 12.

That’s what you paid the IRS every single month last year. Look at it for a second. It’s a monthly bill you’ve never once questioned.

Here’s what changes how you look at it. Every legitimate dollar you move off your taxable income is worth your top tax rate. So if you’re in a high bracket, a deduction you were entitled to and never claimed is money you handed over for no reason at all.

That’s why the everyday stuff adds up so fast. Your phone, your car, the lunches where you actually talked business, the trip that had a real agenda. None of it’s fancy. It’s just documented.

And once you start paying your family, it gets even better, because that income moves out of your bracket and into theirs, which is usually a whole lot lower.

That’s the money we’re going after on Thursday, legally, with the paperwork to back it up. The live link goes out in the WhatsApp group first, so if you’re not in yet, jump in here:

Join the WhatsApp group→[WHATSAPP LINK]

xo,Barbara

P.S. In my next email I’ll tell you how I went from buying my own school clothes at 12 to running a tax firm. It starts with a lot of credit card debt.

Hey {FIRST NAME},

I bought my own school clothes when I was 12.

Not because I was “so independent”. There just wasn’t anyone else who was going to buy them.

I grew up with credit card debt as a normal part of life, and my family went through bankruptcy about every seven years. So money, for me, was never about getting rich. It was about not being scared all the time.

I was a single mom in college while I earned my Master of Science in Taxation, and after that I paid off six figures of debt.

Then I went to work at public accounting firms, and that’s where I saw it. The firms filed returns all day long, correctly and on time, and almost nobody was actually saving their clients any money. Nobody sat down with a business owner and said, here’s how you keep more of this next year.

Then my husband asked me, “Could you do this on your own?” I couldn’t come up with a good reason why not.

So on January 1st, 2020, I started Your Tax Coach. My goal for the year was $30,000, just enough to chip away at the debt.

We did over half a million in year one, and we returned $4.5 million to our clients in 2020.

Today I’ve got a team of CPAs and EAs, we’ve made the Inc. 5000 three years in a row, and we just filed 300+ returns for the September 15 S-corp deadline.

I’m telling you all this for one reason. I’m not smarter than you. I just learned the rules the wealthy have used for decades, and on Thursday I’m handing them to you.

Add Thursday to my calendar→[CALENDAR LINK]

xo,Barbara

Hey {FIRST NAME},

If I had a dollar for every DM that says “is this actually legal?” I could write off a very nice vacation.

So let’s answer it properly.

Yes. Everything I teach on Thursday is in the tax code, and most of it has been there for decades. Paying your kids for real work, deducting a trip with a real business purpose, writing off your car, buying real estate with what you save. None of that’s a loophole. It’s the law working the way it was written.

Where people get into trouble isn’t the strategy, it’s the paperwork.

Your girls’ trip to Cabo isn’t a write-off because you posted one reel from the pool. It can be a business trip if there’s a real agenda, real meetings, and minutes from the board meeting you actually held. Legitimate business meetings can happen anywhere. Even on a beach. They just have to be real, and you have to be able to prove it.

Same with your kids. Putting them on payroll works when they do real work, you pay them a reasonable rate, and there’s a timesheet and a job description sitting in a file.

So if you’re worried about an audit, good. It means you’ll actually do it right. On Thursday I’ll show you what to keep for each strategy so it holds up if anyone ever asks.

Your seat’s saved, add it to your calendar→[CALENDAR LINK]

xo,Barbara

P.S. The Missed Write-Off Checklist lists the receipt or log for all 31 write-offs. If you haven’t grabbed it yet, it’s in the WhatsApp group.

Hey {FIRST NAME},

I want to give you a peek at the first part of Thursday.

1. 01Write off the life you already liveHow the car, the trips, the meals and even the photoshoot blowout you already pay for could become documented, legal deductions.

You’re already spending this money. The question is whether any of that money is pulling double duty for your business.

Take the blowout. If you get your hair done because it’s Tuesday, that’s personal. If you get it done for the photoshoot that’s going on your website and your sales page, that could be a business expense, as long as you keep the receipt with the shoot date on it.

Same with your car, and the lunch with the friend who’s also your best referral partner, as long as you actually talked shop and wrote down what about.

Most business owners I meet are already living a life full of deductions. They’re just not documenting any of it, so their CPA can’t touch it.

On Thursday I’ll go through what counts, what doesn’t, and the record each one needs. Then we get into the part that moves the numbers the most, which is paying your family.

Thursday, 10am PT. Add it to my calendar→[CALENDAR LINK]

xo,Barbara

Hey {FIRST NAME},

Here’s what my clients did in just the last quarter.

Every one of those numbers came from the same three moves, and it’s exactly what I’m teaching on Thursday:

1. 01Write off the life you already liveHow the car, the trips, the meals and even the photoshoot blowout you already pay for could become documented, legal deductions.
2. 02Pay your family, not the IRSHow putting your spouse and kids on payroll moves income into the lowest brackets there are, and the paperwork that makes it hold up.
3. 03Turn your tax savings into assetsThe real estate and retirement moves that turn this year’s savings into wealth that keeps paying you.

Most people stop at the first one. They find a few extra write-offs, get a slightly smaller bill and call it a day.

The wealthy keep going, because the point of keeping more of what you make is putting it to work. That’s how a tax bill turns into generational wealth, and it happens in that order, every time.

The live link goes out in the WhatsApp group first→[WHATSAPP LINK]

xo,Barbara

P.S. Tomorrow I’m answering the question every mom asks me. Can I really pay my kids?

Hey {FIRST NAME},

It’s the question moms ask me more than any other. Can I really put my kids on payroll?

Yes, if they do real work. It’s the second thing we cover on Thursday:

1. 02Pay your family, not the IRSHow putting your spouse and kids on payroll moves income into the lowest brackets there are, and the paperwork that makes it hold up.

In plain English, income you pay your child for real work moves out of your bracket, which is probably high, and into theirs, which usually starts at zero. The money stays in your household and a lot less of it goes to the IRS.

“Real work” is the part people skip. A nine-year-old can model in your product photos, shred paper or help pack orders. A teenager can edit your reels or answer customer emails. You pay them what you’d pay anyone else for that job, it runs through payroll, and there’s a timesheet and a job description in a file.

That paperwork is the difference between a strategy and a problem.

Then there’s your spouse. If they help in the business (and most of them do, even if it’s “just” the books on a Sunday night), there are moves there too.

Which brings me to something I see all the time. You get excited about this, you explain it over dinner, and your husband looks at you like you’ve joined a cult.

Marina owns a tax firm. After her husband came with her to my Minted Wealth Live event, he finally got her business. Sometimes they just need to hear it from someone else.

So bring yours on Thursday. Here’s a seat for them:

Send your spouse their own seat→[REGISTER LINK]

xo,Barbara

Hey {FIRST NAME},

Every so often someone asks me why I teach this for free when people pay to learn from me.

It’s a fair question, and the honest answer is that I remember being on the other side. Writing the check, feeling sick, and assuming the people who paid less tax were doing something shady.

They weren’t. They just had someone in their corner who knew the rules.

More than 10,000 business owners signed up for my Write Off Your Life Masterclass last quarter alone. I keep doing it because I’d rather thousands of people stop overpaying the IRS than a handful.

Here are a few other things people ask before Thursday:

See you Thursday at 10am PT→[CALENDAR LINK]

xo,Barbara

P.S. Stay until the very end on Thursday. Everyone who does gets my Family Payroll Planner. You plug in your kids’ ages, your spouse’s role and your bracket, and you see what paying your family could keep in your household.

Hey {FIRST NAME},

It’s today! The Wealthy Tax Playbook goes live at 10am PT / 1pm ET.

Have these next to you:

• Last year’s tax return, so you can run the math on your own numbers while I teach.
• Your Missed Write-Off Checklist, with everything you circled.
• Your spouse or business partner, if they’re around. The family payroll part lands better when you both hear it.

Join from a laptop if you can. I’ll be showing real examples on screen and you’ll want to see them properly.

And stay to the end for the live Q&A and your Family Payroll Planner.

Here’s your link for 10am PT→[WEBINAR LINK]

xo,Barbara

Hey {FIRST NAME},

We go live in one hour.

Grab a coffee, grab last year’s return, and find a spot where nobody’s going to ask you for a snack for the next 60 minutes.

Your link for 10am PT→[WEBINAR LINK]

See you in there,Barbara

Hey {FIRST NAME},

The room’s open and I’m in there right now.

Come in early and tell me in the chat where you’re watching from and what you do. I’ll say hi before we kick off.

Come on in→[WEBINAR LINK]

xo,Barbara

Hey {FIRST NAME},

We’re live right now.

I’m starting with how to write off the life you already live, so if you hop in now you won’t miss a thing.

Join the live class→[WEBINAR LINK]

Barbara