ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword A Worldwide Network of Quality Accounting Firms TIAG Member Guide

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Presentation Mode To use the links inside this presentation, view the PowerPoint in "Presentation" or "Slideshow" full-screen mode.

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Your Website User Name and Passwords To access many of the resources available to you and to keep your firm’s online profile updated you will need access to your firm’s user name and password. Types of User Names and Passwords: General User – Distribute and make this available to your staff so they may access the “Member’s Only” portions of the TIAG and TAGLaw websites. Administration User – Keep this restricted to those in your firm who are authorized to edit your TIAG profiles. For All Members If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword New Member Integration Plan This document outlines the steps necessary to ensure that you receive the most benefit from your TIAG membership. Phase 1: Get to know TIAG Phase 2: Promote your firm to TIAG Phase 3: Use TIAG in your marketing efforts For New Members Click here to download the member integration plan.here

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword The Appleton Group, Inc. –TAGLawTAGLaw –TAG AcademyTAG Academy –TAG FoundationTAG Foundation TIAG Organization & Overview –TIAG Membership BenefitsTIAG Membership Benefits –Governing DocumentsGoverning Documents –TIAG Advisory BoardTIAG Advisory Board –Firm ContactsFirm Contacts –TIAG Name/Brand/LogoTIAG Name/Brand/Logo Network Activities –International ConferencesInternational Conferences –Regional ConferencesRegional Conferences –Specialty GroupsSpecialty Groups TIAG Resources – –TAGLineTAGLine –TIAG LinkedIn GroupsTIAG LinkedIn Groups –TIAG ListsTIAG Lists –Business OpportunitiesBusiness Opportunities –Doing Business GuidesDoing Business Guides –TwitterTwitter –DirectoriesDirectories Recommendations FAQs Contents

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Florida Corporation Founded in October, 1998 by Peter Appleton Jones Three distinct businesses, plus a charitable foundation –TIAG, a global alliance of accounting firmsTIAG –TAGLaw, a global alliance of law firmsTAGLaw –TAG Academy, an educational institute for accountants and lawyersTAG Academy –TAG Foundation, A charitable organization through which TIAG and TAGLaw firms contribute funds to help those in needTAG Foundation The Appleton Group, Inc.

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Click here to access The Appleton Group, Inc. staff directory.here The Appleton Group, Inc.

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TAGLaw ® Founded: 1999 A global alliance of high-quality, independent law firms that provide a full range of legal services to clients all over the world More that 150 firms on 6 continents The Appleton Group, Inc.

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TAG Academy Library of 100+ recordings on firm management and marketing courses available at –Download a course and keep it forever –Cost: $50 per course* Faculty comprised of industry consultants, experts, TIAG members, and TAGLaw members Exclusive TIAG discount on CCH Resources*Exclusive TIAG discount on CCH Resources The Appleton Group, Inc. *Prices may vary based on region. Your user name and password are required to purchase TAG Academy courses and view CCH discounts. If you do not have your password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TAG Foundation Founded: 2010 Independent legal entity A means for TIAG and TAGLaw firms to contribute funds for charitable purposes around the world The TAG Foundation has been approved as exempt from taxation under §501(c)(3) of the U.S. Internal Revenue Code and contributions are tax deductible to the extent permitted by law. The Appleton Group, Inc.

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG Membership Benefits Increases your ability to protect and serve your client base Maintain a competitive advantage when bidding for work Raise your firm’s profile in the marketplace Develop relationships that lead to new business Creates access to 250+ accounting and law firms for technical and management guidanceaccountinglaw firms TIAG Organization & Overview

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG Advisory Board The TIAG Advisory Board is comprised of leading practitioners from member firms who provide strategic guidance to the network.TIAG Advisory Board The board meets in person at each international conference and leads teleconference periodically throughout the year. The board provide feedback on new TIAG membership applications and holds frequent teleconferences. TIAG Organization & Overview

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG Governing Documents Membership Agreement – Outlines terms of membership in TIAG and covers items regarding network governance and administration. Charter - Outlines standards and objectives that TIAG members commit to as part of their membership agreement, including expectations with respect to working with other members and their clients, such items as response time, accessibility, and quality and timeliness of work. Available on the “Publications” section of the Resource Center on TIAG Organization & Overview

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Firm Contacts The firm contacts are responsible for managing the TIAG relationship and responding to inquiries from other members. TIAG Organization & Overview

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG Brand/Name/Logo Adding the TIAG logo to your website and marketing materials will help your firm raise its profile in its marketplace. Logos, network descriptions, and guidelines are available to members on the TIAG Resource Center.TIAG Resource Center Your user name and password are required to access the TIAG resource center. If you do not have your user name and password, please Click the links to the right to see how other members have used the TIAG brand TIAG Organization & Overview

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword International Conferences TIAG International Conferences feature talented speakers, excellent networking opportunities, and “magical” tours and evening events. International conferences are held twice per year, in May and October. Conference attendance is an important part of realizing the benefits of TIAG membership. TIAG International Conferences Network Activities

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Regional Meetings and Conference Calls Some regions also hold meetings and conference calls periodically. Member firms organize these events, although The Appleton Group often assists with coordination and planning. These events usually include discussions with a regional focus, as well as an educational component and further networking opportunities. While the focus is more local, all members can attend. Network Activities

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Specialty Groups Specialty Groups serve as a vehicle for members to network with colleagues who share areas of practice or industry specialization and lead to collaboration among member firms. Assurance & SEC Best Practices Energy - TIAG & TAGLaw membersEnergy Forensic/Litigation Support Tax – TIAG & TAGLaw membersTax Network Activities Your user name and password are required to access the TIAG Specialty Groups section of the website. If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Specialty Groups (continued) Click here for more information on Specialty Groups and to view articles. If you are interested in joining a Specialty Group, contact Chris Cervellera at Network Activities Your user name and password are required to access the TIAG Specialty Groups section of the website. If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Firm and Accountant Profiles Find a Firm/Accountant Member News Resource Center*Resource Center Doing Business Guides Specialty Groups* / ArticlesSpecialty GroupsArticles Conference Information*Conference Information Business Opportunities*Business Opportunities Sponsors / Strategic Partners*Sponsors / Strategic Partners *Requires user name and password. If you do not have your user name and password, please TIAG Resources

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Firm/Accountant Profiles TIAG members can gain exposure within the network by maintaining complete and updated profiles on the TIAG website. You can edit your profiles using your administrator user name and password. TIAG Resources If you do not have your user name and password, please Click here for instructions on how to edit your TIAG

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Finding a Firm/Accountant You can find firms and professionals using a variety of methods on the “Find a Firm/Accountant” section of the TIAG website or the “Find a Firm/Lawyer” section of the TAGLaw website. “Find a Firm/Accountant”“Find a Firm/Lawyer TIAG Resources Compatible with most mobile devices!

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Firm Contacts Firm contacts play a key role in the network. They are responsible for managing the TIAG relationship and responding to inquiries from other members. That information is listed on the lower left- hand side of the Firm Profile. TIAG Resources

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TAGLine Weekly bulletin sent every Monday to all member firms (Firm contacts and members of your firm with TIAG profiles are automatically subscribed to TAGLine.) Contains member news, TIAG, TAGLaw, TAG Academy, and TAG Foundation news; specialty group articles and other updates Increase network awareness by forwarding TAGLine to your firm or send TIAG your firm’s distribution list Send your firm’s news and articles to to have them featured in TAGLine and on the TIAG website TIAG Resources

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG LinkedIn Groups By joining the TIAG LinkedIn Groups you can connect with other TIAG members and grow the profile of your firm within the network. Join now by clicking the names of the groups below and pass them on to other members of your firm.TIAG LinkedIn Groups TIAG Member's Group TAG Tax Specialty Group TIAG Resources Did you know that LinkedIn is the largest professional networking website with more than 100 million members?

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword TIAG Lists TIAG has created several monitored distribution lists to help members communicate with each other. List types include: - General Membership and Firm Contact Lists - Regional Lists - Specialty Group Lists Click here to access the distribution lists.here TIAG Resources Your user name and password are required to access the TIAG distribution lists. If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Business Opportunities TIAG collects Business Opportunities from members to help you learn about business opportunities around the world, whether an infrastructure project, a business for sale, or financing opportunities. This provides a vehicle by which members can be not only conscientious advisors, but also a value-added source of business to your clients. If you are aware of a business opportunity that may be of interest to TIAG/TAGLaw firms and their clients, details and contact information to TIAG Resources Your user name and password are required to access the TIAG Business Opportunities section of the website. If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Doing Business Guides Doing Business Guides contain valuable information for individuals and companies conducting business in different markets throughout the world. The guides are prepared by TIAG and TAGLaw firms and provide an overview of the laws, regulations and other considerations when doing business within their respective jurisdictions. TIAG Resources

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Twitter We have established a TIAG Twitter feed to follow members and to help re-distribute their content to our following. The benefits of this are increased exposure for your firm and increase your visibility on Google and other search engines. Follow TIAG on Twitter - Follow TAGLaw on Twitter - TIAG Resources

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Member Directories Although the TIAG and TAGLaw websites serve as an up- to-date directory of members (compatible with most mobile devices), we do make a PDF version of our membership roster available for our members to download.TIAGTAGLaw Click here to access the directories page of the TIAG resource center.here TIAG Resources Your user name and password are required to access the TIAG directories section of the website. If you do not have your user name and password, please

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Review New Member Integration Plan –Complete the checklist of immediate action items –Add the TIAG logo and description to your website –Utilize your TIAG membership in your marketing efforts and in your marketing materials –Get involved with Specialty Groups –Attend TIAG International & Regional Conferences –Join TIAG LinkedIn Groups Introduce yourself to the TIAG and TAGLaw members in your region and practice area(s)TIAGTAGLaw Recommendations

ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword Click here to access the list of TIAG Member FAQs.here FAQs

The Appleton Group © 2011 A Worldwide Network of Quality Accounting Firms TIAG FAQs Click here to visit the TIAG Member FAQs.here