S H O U T
Brian Good , we love the new phrase you’ve come up with
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seminars, and coaches so we could provide the best services and programs to our tribe.
and saying you’ve been “Rozinated”! Good for you, Norman A. Wierer,
Over the years I have learned from so many mentors that I respect and admire, Roland being one of them. And during our meeting with him, he reminded us of one of the biggest lessons of mentorship: You can’t just listen to your coach and assume listening is enough. You have to take action and implement their advice! His coaching technique forces you to take action. He told us about an advertising strategy he recommended: selling ads on YouTube videos. Then, that very minute, he called up the person he uses who could create a YouTube paid ad strategy for us. By the time we hung up the phone, we had struck a deal to get started. Money likes speed! But what’s this have to do with you? Well, I have an opportunity for you, whether you’re in my membership or not, because this summer, I’m bringing back my “5 Day to 5K Tax Resolution Challenge”! Last year was the first time I held the challenge, and many who participated had huge successes, even after the first day, so I decided to do it again! What’s great about this challenge is it’s for anyone who is interested in tax resolution or already offers these services. This is a fun and easy challenge that yields results in five days! It’s after tax season, and it’s a good way to kick-start the tax resolution side of your business. There’s also an official Challenge Facebook group. There, you’ll meet other tax professionals, and everyone supports each other virtually and holds each other accountable — plus, there are lots of chances to win amazing prizes! Keep an eye on your inbox for a notification with more information and an invitation to the “5 Day to 5K Challenge.” I hope to see you there!
for sending out the Audit Protection Plan client sales letters and for putting your APN logo on
your newsletters that you mail out! Great job, Patrick Noone , for hitting a milestone — for the first time since doing tax resolution work,
clearing $40,000 in fees in the month of March alone! And also for getting five new clients in one day! Here’s to more months like that and beyond. Kudos to Guy Finocchiaro , whose client owed $107K to the IRS, and you discovered some cost basis was not properly disclosed on Schedule D, and the client received an IRS letter showing $100K decrease in tax liability. Client now owes $7K, and Guy is working on CNC status. High-five to Tracie Lowe , who felt like Wonder Woman (and is one) when she saved her client a $20,000 tax liability. And also for being a speaker and sharing your financial knowledge with 100 Black Women of NCBW South Palm Beach Country at the Sisternomics event. Knowledge is power, and by sharing yours, you’ve empowered many women!
–Michael Rozbruch
6 • www.rozstrategies.com
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