Your Tax Coach | Minted Wealth Collective

MINTED WEALTH LIVE

Get Your Wealth In Mint Condition *November 3rd - 5th, 2024

*Dates vary depending on your ticket and if you are a current YTC Strategy Client. See below for ticket details.

EXCLUSIVE YEAR END TAX STRATEGY MASTERMIND

IN SCOTTSDALE, ARIZONA

Minted Wealth Live

Get Your Wealth In Mint Condition ™

November 4th - 5th, 2024 | Scottsdale, AZ

A holistic financial experience to get your wealth in mint condition.

So much more than just a boring 'finance conference'!

A holistic financial experience to get your wealth in mint condition. So much more than just a boring 'finance conference'!

For current Coaching clients: Limited In-Person Check-In's! Spaces are available on a first-come, first-served basis.

For current Coaching clients: Limited In-Person Check-In's! Spaces are available on a first-come, first-served basis.

You can expect an IN-DEPTH experience:

  • Unlock your money mindset so your financial goals align with your purpose and legacy, creating that CEO lifestyle.

  • Learn how to protect your wealth with estate planning strategies that safeguard your assets and secure your family’s future.

  • Discover why real estate is one of the most powerful ways to build generational wealth and maximize tax savings.

  • Find creative ways to qualify for more loans, even as a business owner, to rapidly grow your real estate portfolio.

  • Learn the “Trifecta” strategy to structure your income and business for maximum tax savings and wealth-building success.

  • All of this along with a live panel Q&A to get all of your tax, financial, and legal questions answered!

MINTED WEALTH LIVE

You can expect an IN-DEPTH experience:

  • Unlock a money mindset that aligns your financial goals with your purpose and legacy, creating lasting fulfillment.

  • Learn how to protect your wealth with estate planning strategies that safeguard your assets and ensure your family’s future.

  • Discover why real estate is one of the most powerful ways to build generational wealth and maximize tax savings.

  • Find creative ways to qualify for more loans, even as a business owner, to rapidly grow your real estate portfolio.

  • Learn the “Trifecta” strategy to structure your income and business for maximum tax savings and wealth-building success.

  • All of this along with a live panel Q&A to get all of your tax, financial, and legal questions answered!

Meet Your

Minted Wealth Live

Speakers

Barbara Schreihans, MST

Host | CEO & Founder Your Tax Coach™

Dr. Brett Jones

CEO & Founder | The Source Chiropractic

Lauren Klein
Estate Planning Attorney

Co-Founder | Flourish Law Group

Veena Jetti

Multifamily Real Estate Investor

Founder | Vive Funds and MultiFi

Amber Kovarik
Mortgage Expert

Guild Mortgage Company

Mark Kohler

CPA & Attorney| Author

Meet Your Minted Wealth LiveTeam

Barbara Schreihans, MST

CEO and Founder

Matt French

Co-Founder

Crystal Towne, EA

COO


MINTED WEALTH LIVE™ is for you.

Looking to save big on taxes and keep more of your hard-earned money?

Ready to discover the strategies the wealthy use to grow their businesses?

Just hit your first six-figure year and want to scale even higher?

Already crushing it at seven figures and want to optimize your tax planning?

Wherever you’re at in your financial journey—

You will get to meet Your Tax Coach™ CEO, Barbara, and other tax coaches on our team who have saved business owners millions of dollars on their taxes.

MINTED WEALTH LIVE

You can expect an IN-DEPTH mastermind experience where you will learn Massive Money Saving, Tax Planning, Business Best Practices, and New Tax Saving Strategies.

What To Expect

Traverse City is a sacred spot and we’re creating one-of-a-kind, life altering experiences to match. During our time together we will connect deeply with our fellow sisters and grow through shared experiences. You can expect to be seen, heard, and held, while cultivating expansion, abundance, and an open-heart like never before. This is a deep dive into personal growth — & watch how it massively impacts your work in the world as well!

Day 1 | Sunday, November 3rd

Join us at a luxury dinner Sunday night!

Monday, November 4th:

8am | Sign-in, coffee, light breakfast offered

9am | Sessions by our exciting group of speakers begin

12:30pm | Catered lunch at The Scott

1:30pm | Sessions continue

5pm | Wrap-up and networking with high level entrepreneurs

Minted Wealth Live™ Sessions will include:


Dr. Brett Jones | Money Mindset

Dr. Brett will take you beyond the numbers with a deep dive into money mindset. Discover your true purpose, explore what you want your legacy to be, and learn how aligning your financial goals with your values can create lasting fulfillment.

Lauren Klein | Estate Planning

We can teach you all the ways to scale your business, save on taxes, and build generational wealth, but why bother if you don’t have your estate plan locked down? You’ll learn how to safeguard your assets and prepare for the unexpected, ensuring your loved ones are cared for, no matter what.

Veena Jetti | Why Real Estate

Veena, who has acquired over $1 BILLION in real estate, will explain why real estate is one of the most powerful ways to build generational wealth and how it can impact your family’s financial future, with major tax savings as a bonus.

Barbara Schreihans |The Tax Savings of Real Estate

Barbara will lead an interactive session packed with real-life examples on how real estate can save you big on taxes. These are complex strategies that she will break down step-by-step so you can start implementing these tax savings strategies right away!

Amber Kovarik | The How of Real Estate

We all know qualifying for loans as a business owner can be tough! Amber will reveal creative ways to qualify for more loans, even while using tax strategies. Whether it's conventional lending, DSCR loans, or using your home equity to build your portfolio faster, Amber’s got the tools to help you scale your real estate investments.

Mark Kohler | The Trifecta for Business Owners

Mark will teach you the principles of his “Trifecta” strategy—a blueprint for organizing your active and passive income streams, setting up the perfect legal structure, and maximizing your tax savings. This is essential for any business owner or American striving to build wealth and live the American dream.


Barbara Schreihans | Strategy Prioritization

Overwhelmed by the sheer number of wealth-building strategies out there? Barbara will close the day by explaining which strategies to implement first and in what order, along with some strategies you've never heard of. You’ll leave with a clear, actionable plan to add in more strategies and savings each year—without the overwhelm.

Panel Discussion

You get to ask your questions LIVE in a panel with the speakers and more of America's leading financial experts. This is your chance to gain insider knowledge and practical tips that can directly impact your financial future.

A light breakfast, snacks, and a beautiful catered lunch will be provided.

Tuesday, November 5th:

Your Tax Coach™ Strategy Clients Only

  • Personalized one on one tax strategy sessions with Your Tax Coaches to optimize your year-end tax plan.

  • One on one financial planning sessions: Let's map out your future, your retirement, and your legacy.

  • Need updated headshots? Dress your best for your new pics and videos to promote in your business and social media taken by the world-renowned media team, Girl Squad Media.

  • A session with the YTC team to organize your tax documents since we all know organizers and documents are NOT YOUR THING, let's knock it out together and ensure you're covered in case of an audit!

  • A meeting with YTC bookkeeping experts so you can "Know Your Numbers" and clean up any messy books for better financial clarity.

Minted Wealth Live™

You’re going to want to be in this room….

  • Learn high level tax strategies with some of the best financial experts in the industry

  • One-on-one meetings with Barbara and other Tax Coaches

  • Senior Tax Strategy Team available onsite for questions

  • Networking with HIGH-LEVEL entrepreneurs

  • Be featured on Your Tax Coach™ Instagram with over 260K followers

  • Over $10,000 value

GENERAL TICKET

$997

TICKET INCLUDES:

  • (1) Ticket to the 2024 In Person Live Event, Minted Wealth Live™

  • Continental Breakfast

  • Lunch

  • Minted Wealth Live™ Swag Bag

Current Your Tax Coach™ Strategy Clients:
When you purchase your ticket(s) you'll receive a credit equivalent to the general ticket price ($997) towards your 2024 Tax Preparation Fee.

Current Your Tax Coach Strategy Clients:
Purchase either ticket option, and receive a $997 credit on your Tax Preparation Fee (or $1994 if you are buying a ticket for your spouse). Credit(s) will be applied after attendance to the Minted Wealth Live event.

GENERAL TICKET

$997

TICKET INCLUDES:

  • (1) Ticket to the 2024 In Person Mastermind, Minted Wealth Live™

  • Continental Breakfast

  • Lunch

  • Minted Wealth Live™ Swag Bag

Current Your Tax Coach™ Strategy Clients:

When you purchase your ticket(s) you'll receive a credit equivalent to the general ticket price ($997) towards your 2024 Tax Preparation Fee.

VIP TICKET

(SOLD OUT!)

$1497

TICKET INCLUDES:

  • Luxury VIP Dinner the night before the event

  • (1) Ticket to the 2024 In Person Live Event, Minted Wealth Live™

  • Preferred event seating

  • Continental breakfast

  • Lunch at a VIP table

  • Bougie Barb VIP Swag Bag!

Luxury dinner will be hosted at our CEO's favorite restaurant in the valley, Fat Ox. Get more time with the Your Tax Coach™ CEO and team to chat about business growth and tax strategies. Opportunity for further networking with high-level business owners.

Current Your Tax Coach™ Strategy Clients:

When you purchase your ticket(s) you'll receive a credit equivalent to the general ticket price ($997) towards your 2024 Tax Preparation Fee.

TESTIMONIALS

What others are saying

"Your Tax Coach team is legit MINDBLOWING INCREDIBLE!"

"Okay- Your Tax Coach team is legit MINDBLOWING INCREDIBLE! If you aren't working with these powerhouse women then you're doing it wrong. I will continue to work with Barbara and her team as they are top knotch in their field, kind, professional and efficient. They go above and beyond and are worth every penny and then some!!"


— Elizabeth P.


"They have saved me a TON of money."


"Barbara and her team are so knowledgeable about taxes! I've learned so much and they have saved me a TON of money. 20 out of 10 recommend!!"


— Devie R.


"They don't disappoint"

"Barbara, Crystal and the entire Your Tax Coach team are amazing and changing lives with their work. Trust them when they say they are in the business of creating generational wealth for you and your family, they don't disappoint."


— Matthew W.

Minted Wealth Live™

Spend the day learning these tax strategies:

  • Discover lesser known deductions you could be missing out on

  • How to write off retirement contributions in your business

  • Understand pre and post tax retirement accounts

  • Who should be on your financial powerhouse team

  • Audit protection & IRS best practices

  • How to qualify for lending while lowering your taxes

  • Real estate tax strategies

  • Building wealth through real estate

  • Legal best practices

  • Revocable living trusts

  • Health reimbursement accounts and other ways to write off that cold plunge!

  • Plus so much more!

WHAT ARE SOME OF THE PERKS?

  • Learn HIGH-LEVEL tax strategies for your business.

  • Learn how to effectively implement your tax strategies and stay compliant while saving $$$ on taxes.

  • One-on-One meetings with Barbara, Crystal, Tax Manager, and Tax Strategists.

  • Senior Tax Strategy Team available onsite for questions.

  • Networking with HIGH-LEVEL entrepreneurs.

  • Be featured on Your Tax Coach Instagram with over 250K followers.

  • Over a $10,000 value FREE for being a Tax Strategy client

Minted Wealth Live™

Get Your Wealth In Mint Condition

Your Tax Coach™ Team

Lorena Javier, EA, MST
Tax Manager

Ali Mueller Kim

Accounting Manager

Steph Horkley

Operations Manager

Stephanie Corbaley

Tax Coordinator

Brandon Commins

Tax Coach

Caitlin Wagoner

Tax Coach

Paige Wilkinson

Marketing Team Lead

Danielle Cachine

Marketing | Events Coordinator

Kaila Ruan

Marketing | Copywriter

Whitney Davis

Tax Coach

MINTED WEALTH LIVE™ LOCATION

Getting Here


The Scott Resort & Spa

Known as Arizona's most instagrammable hotel!


Experience the epitome of desert luxury at The Scott Resort & Spa, where timeless elegance meets contemporary charm.

Nestled amidst the serene Sonoran Desert landscape, this oasis invites you to indulge in plush accommodations, exquisite dining options, and a rejuvenating spa journey.

Need a place to stay? Use our room block to save over $160!

4925 N Scottsdale Rd, Scottsdale, AZ 85251, USA

Minted Wealth Live™

Get Your Wealth In Mint Condition

Frequently Asked Questions

OMG, What do I wear!?

You will want to dress your best to feel good! The extremely talented crew from Girl Squad Media will be onsite taking lots of pictures and videos. We will be sending out a 'Look Book' guide to help you decide and give you some inspo!

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I just started my business, is this event for me?

Absolutely! If you're just starting or considering starting a business or side hustle—Minted Wealth Live™ is the place to be. Gain inspiration with entrepreneurs leading 6, 7, and 8-figure businesses! There will also be plenty of networking opportunities throughout the event.

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What time should I be there to check-in?

Sunday, November 3rd (VIP ONLY): If you have a VIP Ticket, Cocktail Hour starts at 5pm

Monday, November 4th: All ticket holders will check-in between 8am - 9am. Arrive in plenty of time to enjoy a light breakfast and grab a coffee or tea! Opening sessions begin promptly a 9am!

Tuesday, November 5th (Your Tax Coach™ Strategy clients only): will be sent a custom itinerary for their 1:1 check-in's

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What Airport Do I Fly Into?

Phoenix Sky Harbor (PHX). The venue (The Scott Resort and Spa) is located 17 min (13.9 mi) via AZ-202/AZ-202Loop E and AZ-101 Loop N

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Can I bring my spouse?

Absolutely! We encourage you to bring a spouse and/or business partner! Make sure to purchase an extra ticket for them! If you’re a YTC strategy client, the price of your second ticket will be credited to your tax prep fee as well!

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Do you have sponsorship opportunities for the event?

YES!! We'd love to partner. Fill out the brief form below in the next section, and we'll gladly send you the sponsorship deck!

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I'm a YTC strategy client, how does the credit to our account work?

If you're a YTC strategy client or become a tax strategy client, the cost of the general admission ticket will be applied as a credit toward your 2024 tax preparation fee. This credit will only be visible in your account after you have attended the event in November.

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Why do ticket prices increase the closer we get to the event?

Purchasing your ticket early allows us to get an accurate headcount, which helps us plan effectively, secure vendors in advance, and minimize last-minute adjustments that can increase costs. While tickets will still be available closer to the event (unless sold out), prices will rise as the event approaches. Save money by getting your ticket now!

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Is the cost of my ticket to Minted Wealth Live™ a tax write off?

Not only is the ticket a write off, but any related travel expenses: airfare, hotel, etc. are likely to be a tax-deductible business expense as well!

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What if I have more questions?

We are here to help!

Please email any questions you have to events@yourtaxcoach.com and you’ll hear back from us within 24 hours!

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Want to be a Minted Wealth Live

Event Sponsor?

By providing my phone number, I agree to receive text messages from the business.

Please contact our team: events@yourtaxcoach.com with any questions!

Can't wait to see you there!

Want to be a Minted Wealth Live

Event Sponsor?

By providing my phone number, I agree to receive text messages from the business.

Please contact our team: events@yourtaxcoach.com with any questions!

Can't wait to see you there!

WHAT TOPICS ARE BEING COVERED?

  • Overview on Tax Strategy

  • Entity Structures

  • Paying Your Kiddos: Best Practices

  • Augusta Rule: Best Practices

  • Qualified Opportunity Zones (QOZ) for Real Estate

  • Qualified Opportunity Zones (QOZ) for Businesses

  • Cost Segregation

  • SOLO 401Ks

  • ROTHs

  • ROTH portion of 401Ks

  • ROTHs for Kids

  • Real Estate Professionals

  • Benefits: Adding Spouse to Business Vs. Adding Spouse to W2 or not at all

  • Year-End Financials/Budgeting/KPI

  • Pass-Through Entity Tax (PTET)

  • Annual Board Meetings

SO...

WHAT'S IT GONNA BE....

THURSDAY, NOVEMBER 9TH?OR

FRIDAY, NOVEMBER 10TH?

NOTE: DUE TO SPACE LIMITATIONS, WE WILL ONLY BE ABLE TO HOST THE BUSINESS OWNER AND NOT SPOUSES.

Your Tax Coach Newsletter

Stay up to date with all things taxes and how to keep more of your money in your pocket!

By providing my phone number, I agree to receive text messages from the business.