AUGUST 27-29, 2020 (THURS-SAT) 
HYATT REGENCY®
NEW ORLEANS, LOUISIANA
Get in the Business of Growing Your Business®
You Are Just One Strategy Away From
Retaining More Clients!
It's predicted that we'll see the largest influx on new tax resolution cases than we've ever seen before. But Do You Know Which Strategies Will Get them to call and retain you?  
You'll Learn It All At
The Tax Resolution Success Summit!


A Message from
Michael Rozbruch, CPA, CTRS

Founder of Roz Strategies

Welcome!!

This August, over 225 tax resolution practitioners will gather for the industry's most sought after event, the 2020 Annual Tax Resolution Success Summit in New Orleans, LA. This year's 5th annual Success Summit promises to be the best one ever!
Would you like to join us?

It's projected that we're going to see an explosion in new tax resolution business due to the economic devastation brought on by the COVID-19 Pandemic.  Conservative projections are that an additional 10 to 20 million new tax resolution cases  will be coming your way in 2020 and beyond. That would double to triple the current number of troubled taxpayers who'll need our help. Will you be ready for this influx of new business? 

My goal for you at this event is that when you leave Saturday afternoon you will have completed you very own Marketing, Sales and Operational Playbook with winning strategies you can put into practice Monday morning and start seeing results immediately.

How is this event different than any other event you'll attend? Because, within a span of 2-1/2 days, I am going to teach you, in detail, my step-by-step framework for growing your practice that includes specific actions to take from generating high quality leads, to closing the sale, to knowing what to charge and getting your fee paid in full before the case settles.  

At this interactive group workshop we'll create together, your very own marketing plan and budget for the next 12 months by reverse engineering how many leads you'll need to hit your revenue goals. Then, I'll give you the marketing strategies and the order in which to implement them to hit these goals. 

The Tax Resolution Success Summit is a live WORKSHOP led personally by me - I'll be there with you, guiding you as you create your own marketing plan.  You'll leave with your marketing and your sales systems nailed down, with a deeper knowledge of your client avatar than you've ever had before.

It doesn't matter if you're just starting out in this niche or you're a seasoned pro looking for that next level of growth. I promise, you will gain the confidence and capabilities needed to take your business to that next level!  

Besides sharing my secrets and strategies, I will have a few surprise speakers that will also give you specific tips that will supercharge your tax resolution practice. 

- Michael Rozbruch, CPA, CTRS
UNMASK YOUR POTENTIAL...
Will you be ready for the ONSLAUGHT of  new clients who need your help? Discover my step-by-step framework to take your business to the next level of growth at The Tax Resolution Success Summit 2020!

*Roz strategies members only*
VIP INSIDER'S CIRCLE MEMBERS
& AUDIT PROTECTION NETWORK MEMBERS

$
597

  • $99 for Guest
Non-Members
Unsure? Call Our Office 888-670-0303
so we can help!

$
697

  • $149 for Guest
HERE'S WHAT ATTENDEES HAD
TO SAY...
I'm a CPA and an EA, and I exclusively do tax resolution. I met Michael about three years ago, and before I got into his program I couldn't figure out the marketing. I knew how to do the work, but I just couldn’t get clients. But I bought his program, and I've learned to do the direct mail marketing, I've done radio marketing, and all I can say is what I've learned from Michael has saved my business. If you're on the fence and wondering if this is the real deal or not, get off that fence, because it is the real deal. He saved my financial life, and I can't say enough good stuff about him. 

Ken Mullinax, CPA, EA & Mastermind Member
I'm an EA, and I sit on the Board of the New Jersey State Society of Enrolled Agents. My takeaway from this event is implementing Michael's 7-Step Follow-Up Marketing System and that sales funnel, because ultimately the key is—the dollars are in the follow up, and without the follow up we really have nothing. When we're spending anywhere between $600 and $1,000 to acquire a new client how many of those qualified leads do I want sitting around collecting dust?  
 
Ryan Mitchell, EA and Diamond Member 
I came to this conference not knowing anything. Everyone here is fantastic. Great group of community. But one of the key takeaways that we did, or we understood for our practice was Michael’s Audit Protection Plan. That’s something that we can implement tomorrow. I appreciate it. Thanks Michael.

Zeb Elkinton, COO, Tax & Wealth Management,
LLP & Diamond Member
My biggest takeaway so far from the event is just the reiteration that the systems and processes for implementing tax resolution do work, and Roz Strategies and his entire team have an incredible program and I’m just very thankful to be a part of it. The direct mail campaign and the newsletter marketing has been absolutely phenomenal and the responses I’ve gotten from people, the clients and referrals; I would have never come up with these ideas on my own. It’s changed my business and professional life.

Toph Sheldon, CPA

This Is NOT Like Any 
Other Tax Resolution Event!
Last August, over 200 tax resolution practitioners gathered for the fourth annual Tax Resolution Success Summit. This year’s Success Summit promises to be even better than last year!

*There is no better way to "rub shoulders" at a live event with others who are "crushing it" so you can discover for yourself how you can fit what they're doing into your own practice! I have heard from many of you, whose lives were changed, because they attended last year's event.

My goal for you at this event is that when you leave Saturday afternoon you have ACTIONABLE strategies you can put into practice Monday morning.

Every session has been strategically designed to give you a specific strategy and tactic to attract qualified clients and manage resolution cases which means delivering the best service and results to your clients.

I’ll be taking you on a journey from:
"I need more qualified prospects to meet or speak with..."
TO
"I am collecting high value fees that I'm worth and deserve."
TO
"My clients have become ambassadors for me and refer more clients than I thought possible."
And...NEW for 2020
"I am just one strategy away from taking my business to the next level!"
Register Today & Discover
the Roadmap to the Finish Line!
SPEAKERS

Michael Rozbruch, CPA, CTRS
Roz Strategies - CEO, Founder

You Are Just One Strategy Away...
Michael Rozbruch is the pioneer in the tax resolution industry, has a proven “in-the-trenches” track record as evidenced by accumulating 168 month over month consecutive revenue growth culminating in $23 million in revenue in just one year alone.

Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies® and Michael Rozbruch’s Tax and Business Solutions Academy®, an eLearning, training and coaching services company that trains and helps CPAs, Enrolled Agents and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn’t stop there. He also trains on how to “close” the sale, manage the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.

Brian Kurtz
Entrepreneur, Speaker, Best-Selling Author

Keynote Speaker & Direct Response Marketing Expert
Growth expert and best-selling author, Brian Kurtz is the Authority on Direct Response Marketing. He’s learned his lessons from sending 1.3 billion direct mail pieces and has bought over $80 million of media. He’s mastered the marketing of newsletters, books, e-books and using e-mail and social media in huge numbers. For 34 years, Brian was the force behind Boardroom Inc., an iconic publisher and he helped build that company to $150 million at its height.

Brian loves direct response marketing and considers himself to be a serial direct marketer saying, “I believe that marketing isn’t everything—it’s the only thing. There’s no other form of advertising that measures everything we do; and with direct response marketing, online and offline, your marketing either works or it doesn’t…and the numbers don’t lie.”

Brian’s insights alone are worth coming to New Orleans to hear, and besides sharing his knowledge and information that will be useful for you to use in your practice, Brian will motivate you giving you a boost of confidence. All attendees will receive a copy of his most recent book, “Overdeliver: Build a Business for a Lifetime Playing the Long Game in Direct Response Marketing”

Andre Norman
Ambassador of Hope, Speaker

From Prison Yard to Harvard Yard
Known to many as “The Ambassador of Hope”, Andre’s experience and expertise is what empowers him to help people turn their situation around. From illiteracy to gang activity, Andre’s childhood prepared him for nothing less than a life of crime. This behavior led Andre to be sentenced to over 100 years in prison. He rose to the top of the prison gang system where he managed gang activities from within a maximum-security prison. During his two year stay in solitary confinement, Andre had an “epiphany” and he made the decision to turn his life around. 

Over the next eight years, Andre worked twenty hours per/day towards making this dream a reality. First, he taught himself how to read, then to understand the law, as well as participating in anger management meetings. After serving fourteen years, Andre won his appeal, and armed with a GED and dream, he walked out of prison in 1999.

Having been exposed to both sides of the fence, Andre pulled from his experiences and created 180x, a program designed to teach individuals and corporations how to turn any situation around. Andre has traveled all over the world to serve as a mentor and listening ear for so many in need, and has lectured from Universities to corporations that include: Harvard University, MIT’s Department of Urban Studies and Planning, KPMG and Prudential.

Parham Khorsandi, Esq.
Founder, Victory Tax Lawyers, LLP

 
Parham has been in the Tax Industry for almost his entire career. He graduated from Pepperdine University School of Law, with an emphasis in Tax and Conflict Resolution. Parham worked with Michael at his tax resolution firm and was placed in charge of the “High-Dollar” and FBAR Department.

Prior to tax, Parham worked at Warner Bros., in the Intellectual Property department). Parham is certified to practice law in front of the California State Supreme Court, Federal District Court, and US Tax Court. He specializes in navigating through IRS practices to maximize solutions and get the best results for the firm’s clients. As a founding member of Victory Tax Lawyers, LLP, Parham knows the importance of providing excellent client care, with no exceptions.

Patrick Sheehan, Managing Attorney
President & Founder, IRS Trouble Solvers™

Are You Getting the Fees You Deserve?
Patrick T. Sheehan is a Roz Strategies Mastermind member, tax attorney and CEO of IRS Trouble Solvers, a
7-figure Chicago based tax resolution firm he founded in 1991. Pat has 33 years of experience assisting individuals and businesses with their IRS and state tax problems. Before stating his own firm, he was a former Special Assistant United States Attorney with the Internal Revenue Service, Office of Chief Counsel for 5 years where he specialized in collection matters.
Patrick is also a published author and has been retained as an expert witness in several tax cases. He is also the co-founder of Hops for Humanity, a 501(c)3 non-profit organization, which has raised over $175,000 to date for Chicagoland charities.

Dave Dee
Educator, Entertainer, Author, Speaker

 
For more than 20 years, Dave has been helping professionals craft one-to-many sales presentations for in-person or over-the-phone sales. Dave used to be a struggling entertainer/mentalist, and then he discovered the power of sales and marketing and his business skyrocketed from 3 shows a month to averaging 25 shows a month in less than 90-days.

For the past three years, Dave Dee has joined us at the Tax Resolution Success Summit teaching attendees everything from selling over the phone to Supercharging your website by turning website visitors into paying clients. This year, once again, Dave Dee will be teaching best practices on selling strategies that will supercharge your profits®. Dave’s focus is helping motivated professional practice owners achieve the goals, visions, and missions that are most important to them. And no one will entertain you more while learning than Dave Dee.
DIGITAL MARKETING CONSULTATION
Just Digital Inc., the Digital Marketing Agency & Team for Roz Strategies, will be available to answer any website, digital marketing, and social media questions. There will be a booth for you to have a free consultation with the Just Digital team so you can Supercharge Your Profits® with an epic online presence and digital marketing strategy. We are experts in the Tax Resolution Industry and have worked with Roz Strategies and many of their members for over 4 years from branding and website to Pay-per-Click (PPC) campaigns.
Hugo Fernandez has personally helped hundreds of entrepreneurs grow their business through his proven blueprint for creating an EPIC marketing strategy and online presence. He teaches doctors, lawyers, accountants, business owners and freelancers the secrets to attracting a flood of high paying clients, increasing revenues and creating sustainable marketing campaigns. He's currently the CEO of Just Digital Inc, a Top Digital Marketing Agency in Los Angeles and New York

Isaac, Senior Account Manager at Just Digital, is passionate in efficiency, technology, and focuses on three essential roles: 1. Marketing Strategy implementation; working with clients and the team to execute on the strategy. 2. Marketing Automation; using various softwares/tools to market without compromising time. 3. Systemizing and Streamlining; creating systems and optimizing processes. Isaac has managed several successful Tax Resolution PPC campaigns and kickstarted multiple Tax Resolution projects with new branding and websites.
The Roz Team
Dedicated to not only helping you succeed in your practice; The Roz Team is here to assist you in any way they can. They’ve been working behind the scenes for months to make sure this year’s event is the best ever! If you need any assistance at all, from booking a room, to getting your event tickets, or have a question about the event reach out to Becky or Ruthie at Info@RozStrategies.com.
Roslyn Rozbruch
President
Becky Stephens
Manager of Client Happiness
Ruthie Ponce
Project Manager
John Israelian
Sales & Client Care Executive
THE AGENDA
Day 1: Marketing
Lorem 1
Lorem 2
Lorem 3
Day 2: Marketing/Sales/Management
Lorem 1
Lorem 2
Lorem 3
  • Lorem 1
  • Lorem 2
  • Lorem 3
Day 3: Sales/Management
Lorem 1
Lorem 2
Lorem 3
YOUR TICKET TO THE "SUCCESS SUMMIT" INCLUDES...
  • Competitive Advantage - Leap frog all the expensive trial and error your competitors are experiencing because you're here and they're not! Learn not just to survive all the changes our industry is going through, but to thrive! You'll learn how to prepare for the onslaught of new tax resolution clients coming your way due to the COVID-19 economic meltdown.
  • The Community​- Network with like-minded, growth-oriented practitioners who are focused on improving their business. Many of Michael's Diamond and Gold Insider's Circle and Mastermind members will be on hand to "rub shoulders" with.
  • Laser Focused - Our attendees have the opportunity to directly speak to our guest speakers and sponsors getting access to ninja strategies that only few enjoy. And of course you can connect one-on-one with the Roz Strategies Team, including Michael, allowing you to get the answers you need.
  • The Speakers - the information you'll receive is not found anywhere else. This 2-1/2 day event is customized to tax practitioner firm owners and their teams so that they can build a lucrative, thriving practice. The speakers we've chosen are experts on practice building topics.
  • Our Roz Strategies Team - We are the only company in the country who have devoted ourselves to teaching direct response marketing principles to CPAs, Enrolled Agents and Attorneys in the tax resolution niche.
  • The Location - Discover the culture of the Crescent City at Hyatt Regency New Orleans. Centered downtown near Champions Square, Smoothie King Center, and minutes from the historic French Quarter, Bourbon Street, the Arts District, and Mississippi Riverfront. There’s no better place from which to explore the eclectic vibrancy of New Orleans.
OVER 700 ATTENDEES LOVE the SUCCESS SUMMIT
This Event is designed to Unmask Your True Potential as a Business Owner and Tax Resolution Specialist. Are you ready for the BEST Tax Resolution Event of the Year?
The energy, organization, and shared knowledge. Learned a lot! Totally Pumped!!! Excellent and Professional Speakers. Michael Great Job! The Roz Strategies team is so welcoming. I love being around people like me (just starting) and having access to seasoned individuals who have already gone through the growth process. I also love learning what I’m doing wrong and the solutions to the problems I am facing in my practice and showing me the right path.
-  Debra Duncan E.A
As usual the Roz Team is Great! I came out of the event with action steps to implement. I love talking to the Mastermind Members, hearing how similar and different and what success they have achieved. I also love the networking with other pros. My first year in practice I had my goals laid out but with time I was at the point where even with some successes I was burning out or really losing momentum. This gives me the energy, excitement and has Supercharged me for the rest of the year! I love where I can get refocused - even revisiting my goals hasn’t pumped me up the way this event did! Thank you Roz Strategies Team.
-S haron Lewis E.A.
Great Event, Great Speakers!
I loved all of the great info from Michael and all the speakers. Learning about the tax resolution industry, business, and how to handle different situations & objections. Very encouraging, motivating, and inspiring.

Larisa Humphrey, EA
Practical Strategies!! 
The program gave "actionable" concepts that I can use immediately in my practice. I am especially excited about the addition of social media capabilities. 

Alan Barber, CPA
Brilliant! Learned how to create demand for my services.
Learning about multiple marketing strategies and how to implement them in less than 3 days is invaluable. 

Dirk Danos, CPA
I've enjoyed my Third Success Summit!
I need to hear things repeated to fully understand their meaning. I've come away with several "Aha!" moments at my third summit. Thank you!

Ron Friedman, CPA
Love the Peer to Peer Learning
I enjoyed the information covered especially the sales & management office systems/processes. Very helpful to have this kind of processes and structures in place. 

Kelvin Gibson
Biggest Breakthroughs!
I enjoy the Tax Resolution Success Summits more than my family’s annual vacations. Practice tips and experiences that were shared by other practitioners, biggest breakthrough exercises - 

Vicki R. Bott, CPA
WHAT PEOPLE ARE SAYING
Check out the videos below of people who attended our past events.
Tax Resolution Success Summit Event FAQ's...
  • What Are The Dates For "Tax Resolution Success Summit 2020"?
    The event begins Thursday, August 27th to Saturday August 29th (half day). We recommend booking your flight to arrive the day or evening prior, so you can be well rested and ready for the Success Summit event.
  • Where Is The Venue For The Event?
    Hyatt Regency New Orleans - 601 Loyola Ave, New Orleans, LA 70113. Once you purchase your ticket(s), you will receive an email with the hotel link to book your room at our discounted rate of $149 per night!
  • I'm Trying To Book My Travel. What Times Do I Need To Know About?
    Event registration starts Thursday morning - August 27th 7:15am-8:00am.
    Louis Armstrong New Orleans International Airport (MSY) is 20-30 minutes from the event venue.
  • Can I Bring My Spouse Or A Guest?
    Because of our VERY limited seating, every person must purchase a ticket to get into the event.
  • Can I Get A Refund If I Can't Attend?
    The COVID-19 "Peace of Mind" Roz Strategies’ refund policy is Register now and you may cancel up to 4 weeks prior to the event for a full refund or if you prefer you can receive credit toward the professionally edited DVDs/Thumb drive of the event. Please feel free to email or call us with any questions or concerns at: info@rozstrategies.com or (818) 973-2733.  Please note that if you can't make it to the event, you may transfer your tickets, but you must contact our office and let us know the name of the person(s) ticket(s) transferred to.
  • What Should I Wear?
    The dress code is business casual for the event. Our meeting room WILL be on the cool side, so plan accordingly and bring an additional sweater, wrap, or jacket.
  • Do You Provide Snacks or Meals?
    Every day we provide a continental breakfast and afternoon snack. Thursday night we host a special cocktail reception for all guests, and Friday we provide a Gold/Diamond Insider’s Circle and APN Member’s Only lunch.
  • Any Other Questions?
    Please email info@rozstrategies.com or call our office 888-670-0303.

A Message Regarding COVID-19

The Roz Strategies team is monitoring the developments of the coronavirus (COVID-19) very closely. At this time we are full steam ahead and there are absolutely no plans to cancel or postpone the August 27-29th, 2020 event. Registrations are coming in at a record pace and everything is right on track for an amazing 3 days of learning. This event has sold out 4 years straight and will again this year. Currently nearly every airline is offering no change or cancellation fees and for additional peace of mind Roz Strategies’ refund policy is Register now and you may cancel up to 4 weeks prior to the event for a full refund or to receive credit toward the professionally edited DVDs/Thumb drive of the event. Please feel free to reach out to us with any questions or concerns: info@rozstrategies.com

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