Roz Marketing - November/December 2023


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Afterward, Eva and I kept in touch. We would talk on the phone every now and then. She also sent enrolled agents our way so we could help them grow their tax resolution businesses, and we referred our unlicensed members to TaxMama’s Enrolled Agent Course. They all gave Eva’s teaching rave reviews. Like I said in a blurb I wrote for one of her books, she had “the uncanny gift of making the arcane world of taxes easy to understand, fun, and engaging.” As you can probably tell, Eva always prioritized helping others. Sometimes, that meant pouring hundreds of hours into her books and courses. Eva was constantly looking for ways to make her family happy, encourage her friends, and improve the tax industry. People got a sense of warmth and comfort simply from being around her. She even managed to conjure up that feeling through email with her regular signoff: “Hugs, Eva.” I wasn’t the only person devastated to hear about Eva’s passing. The news triggered a huge outpouring of caring and sympathy across the tax world. Maybe you were part of it. Reading through the 100-plus messages that fellow tax professionals left on Eva’s obituary, it struck me that none of us — even titans of the industry — will be around forever. I’m always aware to live life to the fullest because you never know what the next day will bring, but Eva’s passing brought it front and center and reminded me of that. I spoke to Eva the Friday before our event, on Aug. 26. She was operating a booth at our summit, and on Aug. 31, she was gone. In my last newsletter, I shared I had been working on creating more free time for myself. For me, that means spending more time on my hobbies, which include traveling with Roslyn and driving the streets in my 1968 Oldsmobile 442. If you’ve found your work-life balance tilting too far toward work lately, be sure to create more personal time for yourself and do the things that make you happy. Take care of yourself — just like Eva would have taken care of you. –Michael Rozbruch

High-five to Randy Martin for following the Roz-Man’s advice on improving his closing skills and reaching a record high of $183,300 in sales in one month! That’s what we’re talking about! Congratulations to Melinda Tolbert for receiving a proclamation from the Mayor of Columbus designating Sept. 6 as MJ Day in honor of Melinda’s company, MJ Tax, being in business for 18 years.

Melinda Tolbert with the Mayor of Columbus

Congrats to Ovie Gibson for the release of his book, “Game-Winning Strategies to Defeat Your IRS & State Tax Problems: What Baseball Taught Me About Winning the Game,” and for it becoming a No. 1 bestseller on Amazon. High-five to Patrick Noone for reducing his client’s tax liability from $287,000 to $141,000 by patiently waiting for $146,000 to fall off due to the CSED. Congrats to Elizabeth Holladay for achieving her best sales month, thanks to having effective systems in place. Despite a busy month, she successfully met her sales goals and is on track to do $500,000 this year!

Ovie Gibson’s newly released book

Way to go Douglas Dick for successfully closing the largest sale of his career, a $24,000 fee, after a client discovered him through Google ads and his website.

High-five to LuSundra Everett for obtaining a partial pay installment agreement for a client after working on it for over a year and a half. Now, instead of her client paying the IRS $165,000, her client will only pay $55,000.

Kudos to Jon Neal for removing $30,000 in penalties on an innocent spouse case, even though it was initially denied by the IRS.

Congratulations to David Rappaport for following up on a prospect using the phrase, “Have you given up on this?” and signing the prospect. A $30,000 case was saved — a good reminder to keep following up!

Way to go Eugene Ganeles for negotiating a $10,000 offer in compromise for a client who owed the IRS $200,000.

High-five to David Tudor for reducing his client’s tax debt from $29,900 to $1,974 in tax court.

Kudos to Joaquin Torres on his weekly radio segment, “Tax Relief With CPA JT,” where he discusses various tax topics with an IRS revenue officer, positioning himself as the A.C.E. — Authority, Celebrity, Expert.

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