Connections.
One of our conference speakers, Mark Maraia, in his book Relationships Are Everything, perhaps best expressed the importance of connections when he said, “The network you cultivate over the course of your career is like a fingerprint. It’s unique to you and it reflects your character.”
We are very pleased to be part of the “fingerprint” of each of our member firms and even more pleased that the “character” of the TAG Alliances is recognized by members and clients around the world and by journals and rating agencies as well.
These connections are evident not only through our global recognition, but in the business our members conduct with one another and the animated conversations during our International Conferences and Regional Meetings. As the following pages show, they are evident in the ways members do business together, in the ways they learn together, in the ways they are charitable together and even in the ways they enjoy leisure time together.
In large part because of these connections, TAG Alliances are attractive to firms around the world; just look at the number of new members who joined us during 2014. Many of these firms joined, in part, due to the recommendations you provided. Thank you.
The growth of the alliance, and the growth in size of our member firms themselves, has only seemed to increase the breadth and depth of relationships. TAG Alliances members have developed ongoing relationships in markets that they share and across borders and oceans.
We look to 2015 with excitement. Our new web site will be launched to better connect us through technology; our webinars and managing partner program will better connect us through learning; our conferences will better connect us through shared experiences and our charity will better connect us through the good deeds that we do. With the past as our guide, we also know that there will be many, many other occasions that bring all of us closer.
2. 2 TAG Alliances™ 2014 Annual Review
Contents
“Plains to Pyramids” - Success from Connections
Success Stories.......................................................................................................................4
“Africa to Appalachia” - New Connections
New TAGLaw Members..................................................................................................... 13
New TIAG Members........................................................................................................... 17
New TAG-SP Members...................................................................................................... 19
“Seashores to Skyscrapers” - Points of Connection
Conferences, Regional Meetings & Member Benefit Series........................................ 20
“Weird to Whistler” - Leveraging Connections
Marketing & Branding....................................................................................................... 26
“The World to West Africa” - Deeper Connections
TAG Foundation.................................................................................................................. 28
“590 Offices to 100 Countries”
The Appleton Group Staff................................................................................................. 31
TAGLaw & TIAG Advisory Boards..................................................................................... 32
TAGLaw, TIAG & TAG-SP Members.................................................................................. 34
“Last Word”
Connections......................................................................................................................... 39
3. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 3
LETTER TO MEMBERS
CONNECTIONS.
One of our conference speakers, Mark Maraia, in his book Relationships
Are Everything, perhaps best expressed the importance of connections
when he said, “The network you cultivate over the course of your career is
like a fingerprint. It’s unique to you and it reflects your character.”
We are very pleased to be part of the “fingerprint” of each of our member
firms and even more pleased that the “character” of the TAG Alliances is
recognized by members and clients around the world and by journals and
rating agencies as well.
These connections are evident not only through our global recognition, but
in the business our members conduct with one another and the animated
conversations during our International Conferences and Regional Meetings.
As the following pages show, they are evident in the ways members do
business together, in the ways they learn together, in the ways they are
charitable together and even in the ways they enjoy leisure time together.
In large part because of these connections, TAG Alliances are attractive
to firms around the world; just look at the number of new members who
joined us during 2014. Many of these firms joined, in part, due to the
recommendations you provided. Thank you.
The growth of the alliance, and the growth in size of our member
firms themselves, has only seemed to increase the breadth and depth
of relationships. TAG Alliances members have developed ongoing
relationships in markets that they share and across borders and oceans.
We look to 2015 with excitement. Our new web site will be launched to
better connect us through technology; our webinars and managing partner
program will better connect us through learning; our conferences will better
connect us through shared experiences and our charity will better connect
us through the good deeds that we do. With the past as our guide, we also
know that there will be many, many other occasions that bring all of us closer.
We encourage you to use this Annual Review to educate your colleagues,
your clients, prospective clients and even prospective members about
TAG Alliances and all that they offer. We urge you to increase your activity
and deepen your connections to TAG Alliances during 2015 and we thank
you for all that you have done to create the organization that is reflected
in the following pages.
Our best wishes for a healthy and prosperous 2015. See you in Edinburgh!
Robert U. Sattin
President
Peter Appleton Jones
Chairman & Founder
4. 4 TAG Alliances™ 2014 Annual Review
“Plains to Pyramids”
“A valuable attribute of belonging to
TAGLaw is the ability to refer out to
high-quality law firms around the world.
Not long ago, I received a call from an
insurance executive in Wichita who had
a client that needed a lawyer in Mexico
City. Without hesitation, I suggested he
contact González Calvillo, S.C. and they
were very pleased. That ability to quickly
and confidently recommend a firm helped
cement his opinion that we were a high
quality law firm.”
—Jeff Kennedy; Martin, Pringle, Oliver, Wallace &
Bauer, L.L.P. (Kansas, USA)
SUCCESS FROM CONNECTIONS
“Make an impact with your connections. You don’t
only connect because you want to get people who
will help you. You also connect in order to get to
know who you can help.” – Israelmore Ayivor
The ways TAG Alliances members benefit from
their membership is as varied as the connections
their professionals form. With 280 members around
the world, different jurisdictions find value in
different ways. While some firms, especially those
in emerging economies and those who participate
regularly in conferences, see an inbound benefit,
others have been able to save numerous clients
from going to multinational firms. For many
members, simply the ability to use their respective
TAG Alliances logo in marketing materials has
helped them attract and retain clients.
But all of these benefits have one thing in common:
the quality service that the members provide-- and
that the TAG Alliances stand for-- is what enhances
their reputations and benefits their clients.
Kansas’ expansive plains make it a leader in wheat
production and other important agricultural sectors.
The Teotihuacán pyramids of Mexico City were built
around 300 BC, centuries before the the Aztecs arrived.
5. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 5
“...A Powerful Resource for
Members and Their Clients...”
“The breadth of services combined with the TAG Alliances’ reach
into 95+ countries represents a powerful resource for members and
their clients seeking to do business overseas. Over one-third of our
recent deals have had an international dimension. But it is not only in
M&A that the TAG Alliances gives us an edge.
Recent projects involving our TAG Alliances colleagues have ranged
from helping a client company set up a new overseas subsidiary to
advising a high-net-worth individual on his emigration plans.”
—Simon Chapman of Burgis & Bullock (Warwickshire, England - TIAG)
SUCCESS FROM CONNECTIONS
The TAG Alliances Combined Global Reach
Countries Members / Offices Professionals
100+ 280+ / 580+ 15,500+
6. 6 TAG Alliances™ 2014 Annual Review
SUCCESS FROM CONNECTIONS
Global Reach. Local Attention.
Multidisciplinary Support.
“We were contacted by Andy Crook of Mercer & Hole (London,
England – TIAG) regarding a French national client. The client was
residing in the United Kingdom and also had business operations
in the UK, France and Algeria. They were interested in establishing
operations in the U.S., specifically in the Boston area. In addition,
they wanted to begin to assemble a residential real estate portfolio. It
became very apparent that in addition to accounting and tax needs,
they also required legal representation. At that point, I reached
out to the TAGLaw member in Boston, Riemer and Braunstein
(Massachusetts, USA) who ended up handling all of their needs.”
—Norman Posner, Samet & Company (Massachusetts, USA – TIAG)
“We had a Happy Client and
have Strengthened Relations...”
“We were recently asked by LK Shields (Ireland – TAGLaw) to help
with a client who was refinancing, replacing Bank of Ireland with
Goldman Sachs. We needed to review a number of financial security
documents where our firms cooperated successfully, meeting
strict deadlines, and advising on complicated shareholder issues.
Overall, we had a happy client and have strengthened relations with
LK Shields.”
—John Warchus, Clarkslegal LLP (Reading, England – TAGLaw)
7. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 7
SUCCESS FROM CONNECTIONS
“Our Chilean TAGLaw Member
Made Us Look Good.”
“We were contacted by an engineering firm that wanted to hire an
engineering firm in Chile as an independent contractor. We needed
a law firm to review the proposed service contract and advise our
client of any nuances of Chilean law. We contacted our TAGLaw
affiliate Roberto Guerrero of Guerrero Olivos Law Firm (Chile)
who immediately worked on the assignment along with Josefina
Yavar. Their review was completed under a tight deadline and was
within budget much to the delight of our client. They even found
several professional liability insurance carriers in Chile to refer to
the independent contractor when we suggested liability insurance.
Our Chilean TAGLaw member made us look good. Many thanks to
Roberto and Josefina of Guerrero Olivos Law Firm.”
—Joel H. Paget of Ryan, Swanson & Cleveland, PLLC (Washington, USA - TAGLaw)
“Within an Hour...”
“In February, one of our strategic partners was in need of a tax
professional in Mexico for one of her international clients. Within
an hour of our initial request, we were put in touch with Pepe Ribé
of Ribé Aguirre y Asociados SC in Mexico City. The strategic partner
and Pepe Ribé had a discussion that same day which ultimately
culminated in Pepe Ribé being hired by the client within the week.
The client and our strategic partner are both happy with the services
provided to date.”
—Grace G. Singer; Berdon LLP (New York, New York, USA - TIAG)
8. 8 TAG Alliances™ 2014 Annual Review
SUCCESS FROM CONNECTIONS
“Creative Opportunities for
Collaboration.”
“Last fall, Collins Barrow Toronto LLP, an English speaking Canadian
TAG-SP member, and Mallette, their French Canadian TIAG
counterpart, compared their firms’ audit tools with the goal of
improving both of their processes. Each set of tools was created in the
same legal environment, but with very different business cultures in
their respective provinces. This collaboration was very instructive, gave
both members ways to improve, and has strengthened the connections
between our firms. Creative opportunities for collaboration, such as
this, make our connections in the TAG Alliances so valuable.”
—Robert Fortier, Mallette LLP (Quebec, Canada - TIAG)
“Thanks to The Relationships We
have Built...”
“When a Belgian client of mine was interested in acquiring a French
company, I contacted Aubyn, the TAGLaw member in Lille, France.
They welcomed my client in their offices and worked with them
through the contract negotiations, credit loans, and analysis of the
social situation which was very particular. My client successfully
completed the acquisition and is now a client of Aubyn. Thanks to
the relationships we have built through the TAG Alliances, we were
able to provide excellent, localized service at an acceptable rate to
the client.”
—Inge Saeys, Van Cauter – Saeys & Co. (Belgium – TIAG)
VAN CAUTER
SAEYS & CO
CHARTERED AUDITORSI BELGIUM
AUDIT | TAX | ADVISORY
9. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 9
SUCCESS FROM CONNECTIONS
“...Swiftly and Skillfully Handled...”
“Recently, our firm successfully collaborated with Hunte & Co, BVI
member of TAGLaw. The firm was acting on behalf of investors
wishing to establish a corporate entity in BVI. The incorporation
process was swiftly and skillfully handled by Hunte & Co. One of the
main strengths of TAGLaw is the credibility of its member firms and
the high level of attention recently provided by Hunte & Co to our
firm is proof of that credibility.”
—Christine Maksoud, Baroudi & Associates (Lebanon - TAGLaw)
“...Very Impressed...”
“I was fortunate to strike up a conversation with Angeline Chew
of ACT Partners (Malaysia – TIAG) during a recent TAG Alliances
meeting. Angeline mentioned that the Malaysian government
was introducing a Goods and Services Tax (GST) regime and it
was loosely based on the Australian equivalent. One thing lead to
another and we ended up agreeing to assist Angeline’s team with
GST training and seminars for their clients. The last piece of the
puzzle was a presentation to the Malaysian Institute of Accountants
GST conference that was attended by 250 professionals and
included speakers from the Kastam (Customs) Office, IBM and
National Insurers. I was very impressed with Angeline’s team and
her dedication to servicing clients and look forward to working
together in years to come.”
—Aaron Lavell, WMS Chartered Accountants (Queensland, Australia – TIAG)
ACT PartnersChartered Accountants (AF:001842)
10. 10 TAG Alliances™ 2014 Annual Review
SUCCESS FROM CONNECTIONS
Lindquist Turns to TAGLaw
for Help Abroad
“Since 2008, Lindquist & Vennum has represented the bankruptcy
trustee of a number of entities involved in the Thomas Petters
$3 billion Ponzi scheme. Lindquist & Vennum turned to TAGLaw
when the trustee expanded the case to seek recovery from a
number of foreign investors who had invested in hedge funds
outside the United States that, in turn, had received money from
the Petters Ponzi scheme. Several TAGLaw firms provided the
client with expertise regarding the aspects of the cases touching
on those countries. Those firms have included LK Shields
Solicitors in Ireland; Marx Van Ranst Vermeersch & Partners in
Belgium; Adam & Bleser in Luxembourg; Hodler Rechtsanwälte
in Zürich, Switzerland; and Rassers Advocaten and Nysingh
advoaten-notarissen N.V. in the Netherlands.”
—Lindquist & Vennum (Colorado, Minnesota & South Dakota, USA - TAGLaw)
“...Client is in Very Good Hands...”
“Our firm is working with a local company that is entering into a joint
venture in Canada. While I can help with a lot of the documentation,
I advised our client that they also needed to retain a Canadian law
firm to provide advice and input with respect to applicable Canadian
corporate and other laws. I contacted Brent Cooper and Rick Breen
of McLeod Law LLP in Calgary and was able to refer the Canadian
review work to their firm. It is very comforting to work with someone
so far away and yet really ‘know’ who you are working with and
know that your client is in very good hands with respect to services
they need but you cannot directly provide.”
—Quent Boyken, Belin McCormick, P.C. (Iowa, USA - TAGLaw)
11. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 11
“Quality TAG Alliances
Members Working Together...”
“ESV was recently referred a client by the TAGLaw member firm
Piper Alderman here in Sydney. The opportunity was to provide
management accounting and taxation services for a large Swiss
company establishing a local Australian operating subsidiary. ESV
worked with the Swiss Head Office and Piper Alderman to develop
an appropriate strategy and framework for their Australian office
and secured the appointment as their ongoing accounting partner.
As the engagement developed, a further requirement within New
Zealand arose. Together with Piper Alderman, ESV referred the
client to the New Zealand TAGLaw member, Duncan Cotterill.
Feedback from the client has been very positive.
Overall, this situation clearly highlights the benefits of quality
TAG Alliances members working together to achieve successful
outcomes for our clients and each other’s businesses.
—Kurt Baker, ESV Accounting and Business Advisors (New South Wales,
Australia – TIAG)
“...Several Matters Ongoing with
Our TAGLaw Correspondents.”
“At any one time, our firm has had several matters ongoing with our
TAGLaw correspondents. Recently, we assisted Lindquist & Vennum
(Colorado, Minnesota & South Dakota, USA) in the takeover of a
BelgianmedicalequipmentcompanywithsubsidiariesinGermanyand
France. We were also able to conduct on behalf of a project developer
major ICC arbitration proceedings in Madrid with the help of
B. Cremades y Asociados.”
—Eric Laevens, Marx Van Ranst Vermeersch & Partners (MVVP) (Belgium – TAGLaw)
SUCCESS FROM CONNECTIONS
12. 12 TAG Alliances™ 2014 Annual Review
“Africa to Appalachia”
“In 2014, we engaged many TAGLaw
members. Recently, we partnered
with new member ‘Maître Cheikh Fall’
in Senegal and have initiated several
transactions with Cheikh Fall in a variety
of matters. These include: real estate
deals; the establishment of charitable
organizations/NGOs which shall be
associated with construction of schools,
hospitals, mosques, etc.; and other
business establishments. I traveled to
Senegal and met Cheikh Fall and he was
very helpful and precise with his advice.
Our client has been very appreciative of
this assistance and are currently studying
to move forward with their investments
in Senegal.”
—Fawaz Alkhateeb; Taher Law Group
(Kuwait – TAGLaw)
NEW CONNECTIONS
Connections are made possible by what the
parties to a connection have in common. They are
made useful by what makes the parties distinctive
from one another. Sharing a common language
makes a connection possible. Having different
skills, or knowledge, or location or other assets
makes it useful.
The TAG Alliances added 19 new member firms in
2014. This creates 19 new possible connections for
each of the continuing 262 members, or a total of
4978 potential new connections.
Connection is the beginning but not the
end. Guest speakers at our TAG Alliances
conferences frequently comment that the depth
of relationships that they observe among our
members is far beyond that which they see at other
conferences. Our members are interested in one
another’s lives and where they live, not merely
their businesses and business opportunities. The
following brief vignettes introduce you to our
new members and where they live.
New TAG Alliances members in 2014 spanned the
globe, from Cabinet Cheikh Fall in Africa to Koley
Jessen in Tennessee’s Appalachian region.
13. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 13
NEW CONNECTIONS
New TAGLaw Members
Cabinet Maître Cheikh Fall (Senegal)
Dakar, Senegal is the westernmost point on the African continent. It is also
the northwest anchor of the OHADA zone, which comprises seventeen
West and Central African countries that have established a common
system of business laws and implementing institutions. It is the institutional
context that enables Cabinet Maître Cheikh Fall to practice not only in
Senegal but also throughout the OHADA zone, particularly in Mali,
Burkina Faso, and Guinea where they have offices to which they travel
when needed. Conducting business in both English and French, the firm,
which was founded by Cheikh Fall in 1982, has handled a large number of
merger & acquisition transactions, and much of their work is in industries
such as mining, property, and investments.
(Left to right: Cheikh Fall & Mamadou Moctar Faye)
(Left to right: John Delaney & Samantha Knowles-Pratt)
Delaney Partners (The Bahamas)
In the 18th Century, the Bahamas were a popular haven for pirates,
providing inspiration for the Disney series, “Pirates of the Caribbean,”
which has grossed $3.7 billion, roughly twice the Bahama’s national
budget for 2012. In more recent years, the country has emerged as an
important off-shore financial center, and the government has enacted
a legislative package to better regulate the financial sector, in part to
remove traces of the piracy heritage from it. Nassau-based Delaney
Partners is recognized for its expertise in the core areas of practice
required both for international finance and domestic business. Two of the
firm’s senior attorneys were recently honored by the Attorney General
for their contribution to the creation of a sophisticated investment fund
vehicle called an Investment Condominium (“ICON”).
TIAG Current Totals
Countries: 65
Total Firms: 116
Total Offices: 227
Region Employees Firms
Asia Pacific 1018 21
Europe 1883 35
Latin America 919 27
Middle East/Africa 441 13
North America 2195 20
Totals 6456 116
TAGLaw Current Totals
Countries: 88
Total Firms: 152
Total Offices: 320
Region Lawyers Firms
Asia Pacific 1467 14
Europe 2019 46
Latin America 952 23
Middle East/Africa 388 13
North America 4489 56
Totals 9315 152
TAG Alliances Combined Totals
Countries: 100
Total Members: 281
Total Offices: 586
Region Members
Asia Pacific 37
Europe 85
Latin America 51
Middle East/Africa 28
North America 80
Total Members 281
TAG-SP data is included in TAG Alliances totals.
14. 14 TAG Alliances™ 2014 Annual Review
NEW CONNECTIONS
New TAGLaw Members
Budidjaja & Associates (Indonesia)
According to the Paris-based research firm Semiocast, the world’s most
Twitter-intensive city, measured by number of daily posts, is not New
York, London, Tokyo or Sao Paulo. All of them trail Jakarta, the capital
and commercial (not to mention Twitter) center of Indonesia, and the
most populous city in Southeast Asia. (Surprisingly, Bandung, Indonesia is
number 6.) All this Tweeting reflects a young and dynamic population; so it
is appropriate that TAGLaw’s member firm there is Budidjaja & Associates,
a young and dynamic, full-service law firm. Established in 2007, the firm
has quickly forged a reputation as one of the leading newer legal practices
in Indonesia, as evidenced by recognition from legal directories and
publications such as Asialaw Profiles, IFLR 1000 and The Legal 500.
(Left to right: Tony Budidjaja & Juni Dani)
(Pictured: Andres Moreno)
Moreno Baldivieso (Bolivia)
The country of Bolivia is on a permanent high. Its capital, La Paz, is the
highest national capital in the world, and Lake Titicaca the highest lake in the
world. Moreover, it could be argued that a large proportion of the world’s
verbal communication would grind to a halt without the Bolivian lithium
that powers our cell phone batteries. But with or without lithium batteries,
the powerhouse firm Moreno Baldivieso Estudio de Abogados, with its six
offices across the country doing business in five languages (Spanish, French,
German, Portuguese, and English), has been named Bolivian Firm of the
Year by Chambers Latin America in three of the last four years, as well as
Highest Ranked Bolivian firm by Legal 500 two of the last three years.
Bufete Escura (Barcelona, Spain)
According to a highly respected survey of European cities, Barcelona is
one of the five best for locating a business. Barcelona attracts more than a
million visitors every month, many of them drawn to the 4.5 kilometers of
beaches created when the city converted a waterfront industrial zone into
a leisure zone as part of its ambitious Olympic undertaking in 1992. Bufete
Escura delivers legal services to a great number of global companies,
who trust them to supervise and advise their subsidiaries due to the firm’s
specialist knowledge of the regulatory and business framework, both
in Catalonia and throughout Spain. The firm has several collaboration
agreements signed with different Italian Chambers of Commerce, resulting
in a special relationship with Italian companies that have Barcelona ties.
(Left to right: Ana Escura & Enzo Colarossi)
16. 16 TAG Alliances™ 2014 Annual Review
NEW CONNECTIONS
New TAGLaw Members
Karim Adel Law Office (Egypt)
Egyptian law probably goes back about 5000 years, but for millenia most
contracts and deeds were oral. However, with the advent of the Demotic
script in the 7th century BC, many legal transactions were required to be
written. Egyptian documents from that time indicate court proceedings
did not include legal advocates; so both parties would present their own
arguments. Today, however, one of the parties might well turn to the Karim
Adel Law Office which is currently recommended for “Corporate and
M&A” by Chambers International and for “Dispute Resolution” by The
Legal 500. Offering a wide range of services in English, Arabic and French
to diverse international and domestic clients, Karim Adel’s membership
was suggested to us by the TIAG member in Cairo, Hisham Labib.
(Pictured: Karim Adel Kamel Ghobrial)
Popov & Partners (Bulgaria)
Bulgaria is home to the oldest Slavic literature. Missionaries from
Thessalonica, the monks Cyril and Methodius devised an alphabet which
was adopted in Bulgaria in the late 9th century and later formed the basis of
Cyrillic, named for St. Cyril. The alphabet and the Old Bulgarian language
gave rise to rich literary and cultural activity centered around schools
established by order of Boris I in 886. Another kind of culture also has its
origins in Bulgaria -- Lactobacillus bulgaricus, a required ingredient of any
yogurt sold in the United States! Popov & Partners plays its role as one of
the top 10 firms in the Bulgarian legal culture, having received recognition
from such authorities as The Legal 500, IFLR 1000 and Global Law Experts.
(Left to right: Sibina Eftenova & Angel Buzalov)
17. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 17
NEW CONNECTIONS
New TIAG Members
Pritchard, Bieler, Gruver & Willison, PC
(PBGW) (Pennsylvania, USA)
Today, when the world runs on oil, there are more than 65,000 oil and
gas fields of all sizes around the globe. But it all started in tiny Titusville,
Pennsylvania in 1859 when Edward Drake drilled the very first oil well in the
world. About a century later, on the other side of the state, about 30 miles
from Philadelphia, the firm that is now Pritchard, Bieler, Gruver & Willison
had its start. With its staff of approximately 40, PBGW is one of the largest
local firms in Southeastern Pennsylvania, a location from which it delivers
value to clients locally, nationally and internationally. PBGW offers a full
line of accounting, taxation, auditing, valuation, litigation, payroll, merger
& acquisition, technology consulting, and business consulting services.
Goldblatt McGuigan (Northern Ireland)
Northern Ireland is the smallest of the UK’s four countries, but in the 19th
century it played a major role in the kingdom’s industrial development.
By 1900 it was one of Europe’s major manufacturing centers, leading the
world in linen production and shipbuilding (think Titanic!). In the 21st
century, however, manufacturing has given way to services, including a
significant high tech presence as reflected in its recent emergence as a
cyber-security hub, winning contracts from US agencies. Queen’s University
Belfast Centre for Secure Information Technologies is the UK’s largest
university centre for cyber-security research. QUB has also produced a
majority of partners at Goldblatt McGuigan. The Belfast-based firm
provides services covering accounting, audit, taxation, business advisory,
forensic accounting and corporate finance.
(Left to right: Rob Pritchard & John J. Hoy)
Studio Rock Commercialisti Associati (Milan, Italy)
It is said that “All roads lead to Rome,” but Milan is the fashion capital of
Italy and, some would claim, the world, thanks to such firms as Armani,
Prada and Dolce & Gabbana. And fashion is not all; it is Italy’s industrial
center, home to such industries as textile and garment manufacturing,
automotive, chemical, industrial machinery, and publishing. It is also the
site of Italy’s stock exchange, and, for high culture, the La Scala Opera.
Milan’s metropolitan area has the 4th highest GDP in Europe and stands
at 6th place among other world economies. It is in the midst of this vibrant
and diverse business environment that Studio Rock Commercialisti
Associati provides tax, mergers & acquisitions, consultancy and advisory
services to companies and entrepreneurs.
(Left to right: Fedele Gubitosi & Fabrizio Hugony)
(Left to right: Jackie Smith & Lyn Hagan)
18. 18 TAG Alliances™ 2014 Annual Review
NEW CONNECTIONS
New TIAG Members
NUCASE (Angola & Portugal)
Portugal opened the European era of maritime exploration and
conquest in the early 15th century, ruling over lands that now constitute
53 sovereign states, including Angola. To this day, nearly a quarter of
a billion people speak Portuguese, making it the sixth most spoken
language in the world. Having relinquished the last of its imperial
holdings in 2002, Portugal, one of the original members of the Eurozone,
is now thoroughly Eurocentric. With six offices and a multidisciplinary
team of approximately 200 professionals, NUCASE provides services to
over 1600 companies, associations and public entities, addressing the
challenges of a rapidly changing business environment. In 2007, the
firm opened its first international office in Luanda, creating NUCASE
ANGOLA, in response to requests from Portuguese business interests.
(Left to right: Miguel Nogueira & Jorge Cadeireiro)
(Left to right: Andrew Silverstein & Robert Puleo)
Dorfman Abrams Music LLC (New Jersey, USA)
New Jersey is full of contrasts. It is the only US state in which every
county is part of a metropolitan area. Yet it is also home to the largest
shoreline nature preserve on the East Coast. It has the highest density
of railroads and highways of any state, but the million-acre Pinelands
National Reserve has a population density of merely 15 people per square
mile. The industries lining the Jersey Turnpike create some of the most
powerful pollutants in the world, while the 17 trillion gallon Kirkwood-
Cohansey aquifer contains some of the purest water in the U.S. Dorfman
Abrams Music is a CPA and advisory firm that helps diverse businesses
and organizations overcome obstacles and achieve their goals in this
land of contrasts.
Group Expert Consulting (Romania)
For most of its history, the region known since 1862 as Romania has been
fought over by migrating people from Greece, Rome, Turkey, Germany and
Russia. So it is not surprising that Romania hosts some of the world’s most
impressive castles, mostly built as a defense against invaders between
the 14th and 18th centuries. Castles haven’t been much needed since
the collapse of the Soviet Union except as tourist attractions. Romania’s
transition to a free-market economy began with the adoption of its new
constitution in 1991, continued with NATO membership in 2004 and EU
membership in 2007. The global downturn of 2008 has created challenges
that Group Expert Consulting has helped its clients meet through their
provision of accounting, assurance, financial and tax consulting services.
(Left to right: Bogdan Nastase & Marioara (Maria) Piroi)
19. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 19
NEW CONNECTIONS
New TIAG Members
Cohen & Company (Ohio, USA)
Cleveland, Ohio is probably most known around the world as the home of
the Rock and Roll Hall of Fame. For a while, it was also notorious for the
river that runs through it, the Cuyahoga, “the river that caught fire.” In the
past decade, however, Cleveland has emerged as a leading example of
revitalization. Cohen & Company has played its part in this phenomenon
through its focus on helping privately held companies and entrepreneurs
seize opportunity. In executing this strategy, 250 employees service
clients from offices in Cleveland, Akron and Youngstown, Ohio, and in
Milwaukee, Wisconsin. The firm’s deployment of technical acumen to
advise its clients has resulted in its rise to become one of the “Top 100”
accounting firms in the United States.
(Left to right: Randall Myeroff & Ray Polantz)
Roth & Company, P.C. (Iowa, USA)
Without Iowa, the United States might well get hungry. The state ranks
first in beef, pork, corn, soybean and grain production. Its family farms
are so productive that the average farm grows enough food and fiber to
feed 279 people. Yet in spite of the importance of the state’s agriculture,
its capital city, Des Moines, is the third largest U.S. insurance center,
as well as a hub for publishing, manufacturing, agribusiness, finance,
government, retail and wholesale trade. Des Moines’ Roth & Company
emphasizes the use of experienced professionals in its practice. Some
business owners find high turnover among their professional service
providers disturbing. Roth & Company addresses this problem through a
personnel structure built around experienced professionals that develop
long-term professional relationships with their clients.
(Left to right: Joe Kristan & Doug Ross)
New TAG-SP Members
Peregrine Corporate Services (Isle of Man)
It is no insult to say that the Isle of Man is an oddity. Located in the
Irish Sea, it is a British Crown dependency whose head of state, Queen
Elizabeth, is called “the Lord of Man.” Though self-governing, its foreign
relations and defense are the responsibility of the British Government. And
though the United Kingdom is a member of the European Union, the Isle
of Man is not. The Isle’s independence is manifested in the strategic use
of tax structures that have resulted in its emergence as an internationally
recognized center of excellence for financial services. Thus it is an ideal
home for Peregrine’s services to individuals, companies and trusts who
wish to utilize a low tax jurisdiction as part of their tax planning.
(Left to right: Basil Bielich and Stuart Foster)
20. 20 TAG Alliances™ 2014 Annual Review
“Seashores to Skyscrapers”
“Having been a member of TAGLaw
since 2003, Carter Newell has been
privileged and fortunate to collaborate
with TAGLaw firms, working alongside
industry peers and contacts on a range of
successful referrals through 2014. Senior
Partner Paul Hopkins and Construction
& Engineering Partner Patrick Mead
attended the Hong Kong International
Conference at which Patrick joined the
Litigation & ADR Specialty Group panel
session with speakers from Hong Kong,
Canada, the Netherlands, Turkey and the
United States to discuss issues clients
may face when litigating in different
jurisdictions.”
— Carter Newell (Queensland, Australia)
POINTS OF CONNECTION
“Good company in a journey makes the way seem
shorter.” – Izaak Walton
One of the hallmarks of the TAG Alliances is the
quality of the firms. Regardless of where clients
go, you can feel confident that TAG Alliances
colleagues can handle matters effectively and
efficiently.
But the quality of the members not only benefits
their clients. Throughout the year, our members
collaborate during panels and presentations at our
International Conferences, through our Regional
Meetings, and in our Specialty Group forums.
From the connections our members form
through these various channels, they have an
opportunity to develop as both professionals
and partners in a business enterprise. As the
knowledge and resources our members continue
to share grows, each firm becomes better in
both its technical and management skills, while
helping the TAG Alliances expand even further
in prominence and reputation.
As the economic centers of their respective regions,
Miami and Hong Kong were choice International
Conference destinations. They also offer unique
tourist attractions such as Miami’s world famous
beaches and Hong Kong’s breathtaking skyline.
21. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 21
International Conferences
Spring 2014 - Miami, Florida, USA
In the spring of 2014, TAG Alliances members gathered together
in Miami, Florida, where they were able to experience the
nightlife of South Beach and the natural beauty of the Everglades.
Guests were treated to the local flavor of Miami with a walking
and food tour through the “Little Havana” neighborhood while
members enjoyed entertaining and informative sessions. Retired
Ambassador John Maisto delivered the keynote address, where
he spoke about the recent growth in Latin America. On the second
day, Alan Koltin, one of the most highly respected consultants
in the accounting industry, talked to the members about what
makes a professional firm truly “great.” Finally, members and their
spouses enjoyed a wonderful Gala dinner at the Villa Vizcaya, an
elegant mansion created as a winter retreat by James Deering, a
founder of the International Harvester Company.
POINTS OF CONNECTION
TAGLaw and TIAG Members from
around the world participated on a panel
discussing “Strategies for Serving and
Protecting High Net Worth Clients.”
From left to right: Mark Lindley of Boodle
Hatfield (London, England - TAGLaw), Jude
Coard of Berdon LLP (New York, New York,
USA - TIAG), Hilton Bell of Milling Benson
Woodward (Louisiana, USA - TAGLaw),
Adisa Bakari of Kelley Drye & Warren
LLP (Washington D.C., USA - TAGLaw)
and David Neighbors of GALLINA LLP
(Northern California, USA - TIAG)
The beachside opening cocktail
reception, sponsored by Collins
Barrow Toronto LLP (Ontario,
Canada - TAG-SP), gave members
the opportunity to catch up at the
start of the conference.
22. 22 TAG Alliances™ 2014 Annual Review
International Conferences
Fall 2014 - Hong Kong
Periodically, the TAG Alliances take a break from their typical
format of holding one conference in North America and one in
Europe to showcase another part of the world. This October, Asia
was selected for the region, and Hong Kong was the host city.
As a gateway city where “East meets West,” Hong Kong is one
of the most diverse places on earth. Victor Chu, an alumnus of
the TAG Alliances and now Chairman of First Eastern Investment
Group, fascinated members with his thoughts on what lies ahead
for Hong Kong and mainland China as they continue to adopt
western business practices, and the desire for democracy grows
within the region. Terri Morrison, best selling author of “Kiss,
Bow, or Shake Hands,” enlightened members about the cultural
differences they need to know when doing business in Asia and
elsewhere. The Gala dinner was one that members would never
forget. Held at the Aberdeen Marina Club, guests were treated
to a multi-course meal as entertainers replayed scenes from
traditional Asian theater.
POINTS OF CONNECTION
Terri Morrison shows Illmar-Erik
of Aivar Pilv Law Office (Estonia -
TAGLaw) how to greet in different
cultures.
TAGLaw Firm & Practice Management
and TIAG Best Practices Specialty Groups
join keynote speaker Terri Morrison
for “Communicating, Motivating, and
Improving Performance”
From left to right: Robert Levy of Kuit
Steinart Levy LLP (Manchester, England
- TAGLaw), Terri Morrison, Deborah
Williamson of Cox Smith Matthews
Incorporated (Texas, USA - TAGLaw),
James Berger of Berger Singerman
LLP (Florida, USA - TAGLaw) and Paul
Maberly of Mercer & Hole (London,
England - TIAG)
23. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 23
• Western North America
March 14-15, 2014 in Portland, Oregon
Host Firm: Black Helterline
• European
March 14-16, 2014 in Bucharest, Romania
Host Firm: Musat & Associatii
• Southeastern United States
March 21-23 2014 in Houston, Texas
Host Firm: Munsch Hardt Kopf & Harr
• Asia-Pacific
October 20, 2014 in Hong Kong
TAGLaw Regional Meetings
Portland, Oregon
Bucharest, Romania
Houston, TexasAttendees of the 2014 TAGLaw European Regional Meeting in Bucharest
listen to a TAG Alliances update from Chris Cervellera, Senior Director of
Marketing & Technology for the TAG Alliances.
POINTS OF CONNECTION
24. 24 TAG Alliances™ 2014 Annual Review
Miami, Florida
Hong KongAttendees of the 2014 TIAG Brazilian Regional Meeting gather
together for a group picture.
TIAG Regional Meetings
Porto Alegre, Brazil
• Latin American
May 5, 2014 in Miami, Florida
• Asia-Pacific
October 20, 2014 in Hong Kong
• Brazilian
November 27, 2014 in Porto Alegre, Brazil
Host Firm: Ortec Contabilidade, Assessoria e Auditoria SS Ltda
POINTS OF CONNECTION
25. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 25
POINTS OF CONNECTION
Member Benefit Series Webinars
• January: Strategic Clients At Risk...and What to do About it
Dennis MacGillivray of Accountable Growth
• February: Understanding & Utilizing Your Alliance
TAG Alliances Staff
• March: The Nuts and Bolts of Succession Planning
Gary Adamson of Adamson Advisory
• May: Technology Two for One: “Canadian Anti Spam
Legislation” & “Implications of Off-site Data Storage and
Cloud Services for Service Firms”
Christine Hirschfeld of Boyne Clarke (Nova Scotia, Canada -
TAGLaw) & Erin Fonte of Cox Smith (Texas, USA - TAGLaw)
• June: How to Work as a Team to Win More Clients
Dawn Wagenaar of Ingenuity Marketing Group
• July: Setting Strategy for Professional Service Firms
Jim Jones of Georgetown Law Center Executive Education
• August: Top 5 Questions to Ask Your IT Professional
Roy Keely of Xcentric
• September: Modernizing Growth
Gale Crosley of Crosley+Company
• November: Client Satisfaction Surveys – Keeping Clients
by Using Surveys
Jeffrey Miiller of Kohn Communications
• December: Best Practices in Experience Management
and Winning Proposals
Deborah McMurrary of Content Pilot LLC
Attendees said...
“This presentation was
extremely informative,
useful and timely.”
“This was a valuable
webinar and I greatly
appreciate getting a
recording that I can
pass on to the others
within our firm that
could benefit from it.”
“This was actually my
very first webinar...
100% on topic and full
of great ideas.”
“Very relevant and
relatable.”
“I thought the call
was quite valuable,
particularly regarding
CASL. Looking forward
to the next one!”
26. 26 TAG Alliances™ 2014 Annual Review
“Weird to Whistler”
TAGLaw Contacts Jim Baumgartner of
Black Helterline (Oregon, USA) and John
Sullivan of Harper Grey (British Columbia,
Canada) have co-authored the article
“Enforcing Money Judgments Across
the United States – Canada Border”.
Black Helterline Associate Britta Warren
and Harper Grey Articled Student, Sean
Foote, also contributed. The article,
which focuses on an important issue to
border states and provinces, was recently
published in various legal publications.
Over time, the two firms have formed a
valuable relationship through TAGLaw,
and they believe initiatives such as this
will provide further opportunities for
them to collaborate on advising and
litigating cross-border disputes.
LEVERAGING CONNECTIONS
The ability to connect with other members on
important client matters, whether inbound our
out, is a primary staple of the TAG Alliances.
However, the additional benefits of these
connections have no limits. Members discover
many creative ways to utilize these resources
and connections throughout the TAG Alliances.
This can take shape in the form of members
co-authoring an article together, which is then
published in multiple publications; connecting
with other member firms to discuss firm
management or marketing issues; allowing us
to assist in the promotion and aggregation of
member content and information; or a myriad
of other creative examples. As an organization,
we continually strive to provide our members
with resources and venues to maximize these
connections.
Located just north of Vancouver, Whistler is one of
world’s most popular skiing destinations. It was also
the site of many events during the 2010 Vancouver
Winter Olympics.
“Keep Portland Weird” is the unofficial slogan of
Oregon’s capital. This accurately reflects the unique
and eclectic culture of the city and its people.
27. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 27
LEVERAGING CONNECTIONS
Marketing & Branding Example Guide
This year, we developed the “Member Marketing &
Branding Example Guide” that shows members how
they can capitalize on the TAG Alliances membership
in their marketing and branding initiatives. The
21-page guide includes a number of areas such as
websites, stationery, email signatures, public relations,
advertisements, multimedia, signage and more.
MemberscanaccessthedocumentintheTAGLaw,TIAG
and TAG-SP Resource Centers and it is also highlighted
for new members during Marketing Orientations.
“In the last year we have been able to rely on our
TIAG colleagues for quick and valuable responses on
a number of issues. For example, Rochelle Pettit of
GALLINA LLP (Northern California, USA) assisted us
with a manufacturing proposal which was very helpful
as we bid on an industry that was not one of our primary
areas of focus. Then, when our firm was evaluating our
current roles and titles, we reached out to the group,
and Marina Contabil (Belo Horizonte, Brazil), Samet &
Company (Massachusetts, USA), Cohen & Company
(Ohio, USA) and Anderson, Anderson & Brown
(Scotland) all provided great insights on the issue.”
—Monica Dosen; Richey, May & Co. (Colorado, USA - TIAG)
Marketing & Branding
28. 28 TAG Alliances™ 2014 Annual Review
“The World to West Africa”
DEEPER CONNECTIONS
The generosity of our members is a regular point in
conversations with prospective members who take
notice of our goodwill endeavors. Most recently, in
late 2014, TAG Foundation trustees approved the
disbursement of $10,000 USD from the foundation’s
funds to Doctors Without Borders / Médecins Sans
Frontières (MSF) for their Ebola relief efforts in
West Africa. With more than 9,000 reported cases,
5,000 deaths, and a direct or indirect impact on
jurisdictions where we have members, we wanted to
take an active leadership role in helping to alleviate
the devastating effects of this humanitarian crisis by
supporting the heroic efforts of Doctors Without
Borders. We are all connected as professionals,
but more importantly as human beings, and that
connection runs very deep.
“The impact of politics and the media in covering
the Ebola crisis, has only been to sow fear, hysteria
and more sadly, division. We want to change that
with positive efforts and energy. This and other
TAG Foundation initiatives speak to the very heart
of what the TAG Alliances are about.”
—Peter Appleton Jones, Chairman & Founder of The
TAG Alliances and TAG Foundation Trustee
Doctors Without Borders /
Médecins Sans Frontières (MSF)
MSF, known in English as Doctors Without
Borders, was officially created in 1971
with 300 volunteers. It now maintains
30,000 aid workers at any one time.
In some 70 different countries, MSF
provides medical aid where it is needed
most—in armed conflicts, epidemics,
natural disasters, and other crisis
situations.
MSF teams provide services ranging
from basic vaccination campaigns, to
maternal and pediatric care, to fighting
neglected diseases, to complex surgery.
MSF was awarded the Nobel Peace
Prize in 1999.
Although MSF was founded in France, it
now has 19 national offices and 9 branch
offices around the world.
We thank all of our members around the
World for their generosity in helping with our
Ebola Relief Efforts in West Africa.
29. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 29
Special thanks to the following firms and individuals
for contributing to TAG Foundation in 2014:
Global Generosity
Since 2010, our members have generously contributed over
$140,000 to the following causes:
• Floods in Pakistan
• Fukushima Disaster
• Hurricane Sandy
• Typhoon Haiyan
• Ebola Relief
Aleksandar Rakovic
Andy Turner
Ann Gardner
Bahar Atamyildiz
Berdon LLP
Bill McClafferty
Cindy Walters
Clarkslegal
Deborah Martinez
Doug Silvius
Felipe Pestana
Fillmore Riley LLP
Gail Mies
Grupo Planus
Harper Grey LLP
Herrick, Feinstein LLP
James Truss
Jeff Kennedy
Jeffrey Leese
Jerome Murphy
Joseph Wielebinski
Keith and Beth May
Ken Mayers
Kirton McConkie, PC
Leslie Grady
Linda Oelklaus
Lisa Karell
Lourdes Allende
Lyndall Dally
Marcia Wood
Martin, Pringle, Oliver, Wallace &
Bauer, L.L.P.
McLeod Law LLP
Michiaki (Mickey) Nakano
Murray, Jonson, White & Associates
Nancy Wang
Oksana Hoey
Randy Shapiro
Reid and Riege
Robert Reitman
Robert Sattin
Sandra Ballowe
Schnader Harrison Segal & Lewis LLP
Stanford Smith
Terry Malone
The Appleton Group
Tina Chinyavong
Trevor Raymond
Victor Chu
Yaribeth Carrasquillo
DEEPER CONNECTIONS
30. 30 TAG Alliances™ 2014 Annual Review
“580 Offices to 100 Countries”
A CONNECTED SAFE HAVEN
Daily, I look around the world to see how our members are
faring in their one hundred countries. I also look at our web
site to catch up on the stories of how our members are
faring within the TAG Alliances family.
Sadly, in too many countries, it is like watching a bad movie.
Political unrest, economic stress, unemployment, inflation
crises, deflation crises, banking crises, debt crises, discord
with neighboring countries, politicians behaving badly, on
and on - you name it, we seem to have it in abundance.
Happily, as I read the TAG Alliances news from members, I
get a much rosier picture. We are indeed fortunate, through
our worldwide connections, to have such a strong, vibrant
and productive alliance. Members who have been with us
from the beginning seventeen years ago and members who
joined in the last year, all have positive stories to tell, all
have friends in places they never dreamed of, and all play
a vital role in bringing people and businesses from around
the world together.
My thanks to each of you for the important part you play
in the success of our members in so many countries and in
keeping us all connected.
This small team truly appreciates your friendship and your
international collegiality.
—Peter Appleton Jones, Chairman & Founder of The TAG Alliances
“A long-standing key client of
the firm came to us for help in
finding legal representation in
Gabon. Having found no firms
listed on the TAGLaw website, we
contacted The Appleton Group
Staff. Within minutes, we had a
response for the client. The whole
process was extremely quick from
start to finish, and the client was
suitably impressed.”
—Hana Gwyn, Kuits Solicitors
(Manchester, England – TAGLaw)
Even in markets where we do not currently
have members, the geographic reach of the
TAG Alliances is prominent. With 580 offices
throughout 100 countries, our members
have an endless supply of talent their clients
can access wherever they have needs.
31. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 31
Our talented and dedicated team of professionals work throughout
the year to provide valuable services to TAG Alliances members
around the world.
Shown left to right:
Peter Appleton Jones,
Chairman & Founder;
Samantha Lutz, Marketing
Associate; Chris Cervellera,
Senior Director of Marketing
& Technology; Jacky Breeden,
Vice President of Operations;
Bob Sattin, President; Joe
Farrell, Executive Director;
Lourdes Allende, Market
Research Analyst; Ken Mayers,
Director of Member Relations;
Anne Appleton Jones, Vice
President
The Appleton Group Staff
CONNECTION BUILDERS
”...Highly-Connected...”
"The importance of our TIAG membership has increased the longer
we have been a member and as our firm grows. While the world
rebounds from the global economic slowdown, our country has been
a popular venue for inbound and outbound investment. This new
activity has allowed HSOC to help clients with their global accounting,
financial and even legal needs, through our many connections in
the TAG Alliances. Recent successes have involved collaboration
with members in the United States, Canada, Hong Kong and all
throughout Europe. We are proud to be in such a cooperative and
highly-connected alliance."
—John O'Connell, HSOC Financial & Business Advisors (Ireland - TIAG)
32. 32 TAG Alliances™ 2014 Annual Review
TAGLaw Advisory Board
TAGLaw’s 2014 Advisory Board is composed of leading practitioners who provide strategic guidance
to the alliance. A special thank you to outgoing board members, Romain Adam of Adam & Bleser
(Luxembourg) and Eric Laevens of Marx Van Ranst Vermeersch & Partners (MVVP) (Belgium).
Rick Breen
McLeod & Company LLP
Alberta, Canada
Robert Levy
Kuit Steinart Levy LLP
Manchester, England
Peter Appleton Jones
The Appleton Group, Inc.
St. Petersburg, FL, USA
Robert U. Sattin
The Appleton Group, Inc.
St. Petersburg, FL, USA
Ilmar-Erik Aavakivi
Aivar Pilv Law Offices
Estonia
Jean-Christophe Beaury
Racine
Paris, France
Diego Herrera
Galindo, Arias & López
Panama
Edgardo Balois
Siguion Reyna, Montecillo &
Ongsiako Law Offices
Philippines
Quentin R. Boyken
Belin McCormick, P.C.
Iowa, USA
Paul Tauber
Coblentz, Patch, Duffy & Bass LLP
San Francisco, CA, USA
Leonard Samuels
Berger Singerman LLP
Florida, USA
Deborah Williamson
Cox Smith Matthews Inc
Texas, USA
CONNECTION BUILDERS
33. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 33
TIAG Advisory Board
TIAG’s 2014 Advisory Board is composed of leading practitioners who
provide guidance to the alliance and act as a source of professional advice.
Dr. Kay Jess
GGV Grützmacher / Gravert /
Viegener
Hamburg, Germany
Barry Nijkamp
Van Elderen Accountants
Netherlands
Howard Wilkinson
Retired Managing Partner
of Mercer & Hole
London, England
Kurt Baker
ESV Chartered Accountants
New South Wales, Australia
Felipe Pestana
Grupo Planus
Rio de Janeiro, Brazil
Norman P. Posner
Samet & Company
Massachusetts, USA
Peter Appleton Jones
The Appleton Group, Inc.
St. Petersburg, FL, USA
Robert U. Sattin
The Appleton Group, Inc.
St. Petersburg, FL, USA
Dan Ray
Hemming Morse, LLP
San Francisco, CA, USA
Ronald Storch
Berdon LLP
New York, NY, USA
CONNECTION BUILDERS
34. 34 TAG Alliances™ 2014 Annual Review
TAGLaw Members
CONNECTION BUILDERS
Brons & Salas
Argentina
Concern-Dialog Law Firm
Armenia
Carter Newell
Queensland, Australia
Piper Alderman
New South Wales, Australia
Preslmayr Rechtsanwälte
Austria
Delaney Partners
Bahamas
Marx Van Ranst Vermeersch &
Partners (MVVP)
Belgium
Arguelles & Company LLC
Belize
Moreno Baldivieso Estudio de Abogados
Bolivia
Veirano Advogados
Brazil
Hunte & Co.
British Virgin Islands
Popov & Partners Law Office
Bulgaria
Abeng Law Firm
Cameroon
McLeod Law LLP
Alberta, Canada
Harper Grey LLP
British Columbia, Canada
Fillmore Riley LLP
Manitoba, Canada
BoyneClarke LLP
Nova Scotia, Canada
Blaney McMurtry LLP
Ontario, Canada
Cain Lamarre Casgrain Wells
Quebec, Canada
Solomon Harris
Cayman Islands
Guerrero Olivos
Chile
Golden Gate Lawyers
Beijing, China
Zhong Lun Law Firm
Shanghai, China
Gomez-Pinzon Zuleta Abogados S.A.
Colombia
Oller Abogados
Costa Rica
Tassos Papadopoulos & Associates LLC
Cyprus
Zilvarová Ctibor Hladky v.o.s.
Czech Republic
LETT Law Firm
Denmark
Headrick Rizik Alvarez & Fernandez
Dominican Republic
Corral Rosales Carmigniani Pérez
Ecuador
Karim Adel Law Office
Egypt
Guerrero & Guerrero
El Salvador
Boodle Hatfield LLP
London, England
Kuit Steinart Levy LLP
Manchester, England
Clarkslegal LLP
Reading, England
Blake Morgan LLP
Southampton, England
Aivar Pilv Law Office
Estonia
HH Partners Attorneys-at-law Ltd
Finland
Aubyn
Lille, France
Racine
Paris, France
RWP Rechtsanwälte
Düsseldorf , Germany
GGV Grützmacher / Gravert / Viegener
Frankfurt am Main, Germany
Weiss Walter Fischer-Zernin
Hamburg, Germany
Rowedder Zimmermann Hass
Mannheim, Germany
Heiss & Partner
Munich, Germany
Vainanidis, Economou & Associates
Greece
QIL+4 Abogados
Guatemala
Bufete Rosa y Asociados
Honduras
Vivien Chan & Co.
Hong Kong
Germus and Partners
Hungary
JP Attorneys
Iceland
Kochhar & Co.
India
Budidjaja & Associates Lawyers
Indonesia
LK Shields Solicitors
Ireland
Dougherty Quinn
Isle of Man
Pearl Cohen Zedek Latzer Baratz
Israel
Studio Legale Sutti
Italy
South Toranomon Law Offices
Japan
Voisin
Jersey
Mboya Wangongu & Waiyaki Advocates
Kenya
35. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 35
TAGLaw Members
CONNECTION BUILDERS
Hankyul Law Firm
Korea
Taher Group Law Firm
Kuwait
Fogels, Vitols & Paipa (FVP)
Latvia
Baroudi & Associates
Lebanon
Balciunas and Grajauskas
Lithuania
Adam & Bleser
Luxembourg
Zul Rafique & partners
Malaysia
Chambers of A.R.M.A. Peeroo SC GOSK
Mauritius
González Calvillo, S.C.
Mexico
Popa & Asociatii
Moldova
Nysingh advocaten-notarissen N.V.
Netherlands
Rassers Advocaten
Netherlands
Duncan Cotterill
New Zealand
Jarquin-Garcia, Attorneys at Law
Nicaragua
Chambers of Godwin Richard
Nigeria
Elliott Duffy Garrett
Northern Ireland
Kvale Advokatfirma DA
Norway
Irfan & Irfan Attorneys at Law
Pakistan
Galindo, Arias & López
Panama
Fiorio Cardozo & Alvarado
Paraguay
Pizarro, Botto & Escobar Abogados
Peru
Siguion Reyna, Montecillo & Ongsiako
Law Offices
Philippines
SSW Spaczynski, Szczepaniak i
Wspolnicy S.K.A.
Poland
Espanha e Associados, Sociedade de
Advogados, RL
Portugal
Martínez Odell & Calabria
Puerto Rico
Musat & Asociatii
Romania
FDS Law Ltd.
Russia
Burness Paull LLP
Scotland
Cabinet Maître Cheikh Fall
Senegal
Sim Mong Teck & Partners
Singapore
DEDÁK & Partners, s.r.o.
Slovak Republic
Adams & Adams
South Africa
Bufete Escura
Barcelona, Spain
B. Cremades y Asociados
Madrid, Spain
MAQS Law Firm
Sweden
HODLER RECHTSANWÄLTE
Bern, Switzerland
Carrard & Associés
Lausanne, Switzerland
Erdem & Erdem
Turkey
Al Rowaad Advocates & Legal Consultants
United Arab Emirates
Bergstein Abogados
Uruguay
Osborn Maledon, P.A.
Arizona, USA
Williams & Anderson PLC
Arkansas, USA
Mitchell Silberberg & Knupp LLP
Los Angeles, California, USA
Coblentz, Patch, Duffy & Bass LLP
San Francisco, California, USA
Lindquist & Vennum
Colorado, USA
Reid and Riege, P.C.
Connecticut, USA
Schnader Harrison Segal & Lewis LLP
Delaware, USA
Kelley Drye & Warren LLP
District of Columbia, USA
Berger Singerman LLP
Florida, USA
Swift, Currie, McGhee & Hiers, LLP
Georgia, USA
McCorriston Miller Mukai MacKinnon
Hawaii, USA
Barack Ferrazzano Kirschbaum &
Nagelberg LLP
Illinois, USA
Barrett & McNagny LLP
Fort Wayne, Indiana, USA
Kroger, Gardis and Regas, LLP
Indianapolis, Indiana, USA
Belin McCormick, P.C.
Iowa, USA
Martin, Pringle, Oliver, Wallace
& Bauer, L.L.P.
Kansas, USA
Middleton Reutlinger, P.S.C.
Kentucky, USA
Milling Benson Woodward L.L.P.
Louisiana, USA
Eaton Peabody
Maine, USA
36. 36 TAG Alliances™ 2014 Annual Review
TAGLaw Members
CONNECTION BUILDERS
Lerch, Early & Brewer
Maryland, USA
Riemer & Braunstein LLP
Massachusetts, USA
Jaffe, Raitt, Heuer & Weiss, P.C.
Michigan, USA
Lindquist & Vennum
Minnesota, USA
Holcomb Dunbar, P.A.
Mississippi, USA
Spencer Fane Britt & Browne LLP
Missouri, USA
Koley Jessen
Nebraska, USA
Lewis Roca Rothgerber LLP
Nevada, USA
Cook, Little, Rosenblatt & Manson p.l.l.c.
New Hampshire, USA
Lewis Roca Rothgerber LLP
New Mexico, USA
Bressler, Amery & Ross, P.C.
New Jersey, USA
Jaeckle Fleischmann & Mugel, LLP
Buffalo, New York, USA
Herrick, Feinstein LLP
New York, New York, USA
Williams Mullen
North Carolina, USA
Kennelly & O’Keeffe
North Dakota, USA
Brouse McDowell
Akron, Ohio, USA
Carlile Patchen & Murphy LLP
Columbus, Ohio, USA
Conner & Winters, LLP
Oklahoma, USA
Black Helterline LLP
Oregon, USA
Schnader Harrison Segal & Lewis LLP
Pennsylvania, USA
Smith Moore Leatherwood LLP
South Carolina, USA
Lindquist & Vennum
South Dakota, USA
Bone McAllester Norton PLLC
Tennessee, USA
Cox Smith Matthews Incorporated
Texas, USA
Munsch Hardt Kopf & Harr, P.C.
Texas, USA
Kirton McConkie, PC
Utah, USA
Gravel and Shea
Vermont, USA
Williams Mullen
Virginia, USA
Ryan, Swanson & Cleveland, PLLC
Washington, USA
von Briesen & Roper, s.c.
Wisconsin, USA
Hirst Applegate, LLP
Wyoming
Travieso Evans Arria Rengel & Paz
Venezuela
Simeza, Sangwa & Associates Advocates
Zambia
NUCASE
Angola
Roberto Quian Asociados
Argentina
WMS Chartered Accountants
Queensland, Australia
ESV Accounting and Business Advisors
New South Wales, Australia
Lowe Lippmann
Victoria, Australia
INTERCURA Treuhand-und
Revisionsgesellschaft m.b.H.
Austria
SBB Accountants & Advisors
Belgium
Van Cauter – Saeys & Co.
Belgium
Marina Contábil Ltda.
Belo Horizonte, Brazil
Rhodes Contadores Associados S/C
Brasilia, Brazil
AECompany
Curitiba, Brazil
Acctua Contabilidade
Florianópolis, Santa Catarina, Brazil
Ortec Contabilidade, Assessoria e
Auditoria SS Ltda
Porto Alegre, Rio Grande do Sul, Brazil
Grupo Planus
Rio de Janeiro, Brazil
BC Control Auditores Independentes S.S.
São Paulo, Brazil
Fontamillas, Donasco & Co. Ltd.
Cambodia
Mallette LLP
Quebec, Canada
Moscoso y Cia
Chile
Lehman Brown
Beijing & Shanghai, China
Ordoñez Herrera & Asociados LTDA
Colombia
Sáenz Aguilar & Asociados
Costa Rica
TIAG Members
37. www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net 37
TIAG Members
CONNECTION BUILDERS
C. Costa & Associates
Cyprus
Hayek, spol. s r.o., holding
Czech Republic
Revisionscentret Aabenraa A/S
Aabenraa, Denmark
Revisionsfirmaet Albrechtsen
Copenhagen, Denmark
AN Consulteam
Dominican Republic
EsRoBross Cia Ltda
Ecuador
Hisham Labib & Co.
Egypt
Contadores Publicos Asociados, SA de CV
El Salvador
Mercer & Hole
London, England
DTE Business Advisers
Manchester, England
Old Mill Accountants
Somerset, England
Burgis & Bullock
Warwickshire, England
Hartung Consulting GmbH
Düsseldorf, Germany
GGV Grützmacher / Gravert / Viegener
Frankfurt am Main, Germany
Florentz und Partner GbR
Munich, Germany
Aisenbrey Weinläder & Partner
Pforzheim, Germany
C K Yau & Partners CPA Limited
Hong Kong
Interauditor Kft.
Hungary
S. Venkatram and Company, Chartered
Accountants
Chennai, India
AJSH & Co. / Mercurius Advisory Services
New Delhi, India
Sanjeev Chopra And Company
New Delhi, India
KAP Hertanto, Grace, Karunawan
Indonesia
HSOC Financial & Business Advisors
Ireland
Browne Craine and Co.
Isle of Man
Dov Weinstein & Co
Israel
Studio Nassini
Brescia, Italy
Studio Rock Commercialisti Associati
Milan, Italy
Studio Mottura & Partners
Rome, Italy
Aska & Co.
Japan
Devani-Devani and Company
Kenya
Serim Accounting Corporation
Korea
DaoCo Audit
Lebanon
UAB “AV Auditas”
Lithuania
Fiduciaire du Grand-Duché de
Luxembourg S.à r.l. (FLUX)
Luxembourg
ACT Partners
Malaysia
Portman International
Malta
Accounting & Consulting Group /
Comprehensive Financial Services
Mauritius
Rufo Ibarra, De la Cruz y Mier, S.C.
Baja California, Mexico
Benavides y Asociados Asesores
Corporativos, S.C.
Chihuahua, Mexico
Moreno Ontiveros Contadores Pùblicos S.C.
León, Mexico
Ribé Aguirre y Asociados SC
Mexico City, Mexico
CAF Contadores Públicos , S.C.
Nuevo León, Mexico
Despacho Perez Arzate y Asociados S.C.
Saltillo, Mexico
GLG Asesores Empresariales, S.C.
Veracruz, Mexico
Ariel Puerto Najera y Asociados, S.C.P.
Yucatán, Mexico
Suvod Associates
Nepal
Witlox VCS
Breda, Netherlands
Van Elderen Accountants
Ommen, Netherlands
ALS International, S.A.
Nicaragua
Goldblatt McGuigan
Northern Ireland
Tahir Siddiqi & Co
Pakistan
AES Consulting, S.A.
Panama
Hernandez Randich & Asociados
Peru
Banaria, Banaria & Co. CPAs
Philippines
NUCASE
Portugal
Falcón Sánchez
Puerto Rico
Group Expert Consulting
Romania
Jamal AdDosery Accountants and
Consultants
Saudi Arabia
Anderson Anderson & Brown LLP
Scotland
38. 38 TAG Alliances™ 2014 Annual Review
TIAG Members
CONNECTION BUILDERS
Collins Barrow Toronto
Ontario, Canada
Peregrine Corporate Services
Isle of Man
Volaw Group
Jersey
GALA Trust and Management Services
Panama
TAG Alumni
John Hove
(Cardinal Logistics - Dallas, Texas, USA)
John Jennings
(Eastman Chemical - Brussels, Belgium)
David Thomson
(Weedman - Nova Scotia, Canada)
Ken MacLean
(The Municipal Group of Companies –
Halifax, Nova Scotia, Canada)
Hannu Krogerus
(Hannu Krogerus Oy – Mgmt. Consulting -
Helsinki, Finland)
Rahul Krishna
(Ericsson – Delhi, India)
Samer Pharaon
(Microsoft – Saudi Arabia)
Mohamed El Roubi
(GE Energy - United Arab Emirates)
BND Consulting
Senegal
Pinebridge, LLP / Veritas Private
Singapore
Audit Tax Consulting, k.s.
Slovak Republic
O.M.A Professional Advisory Group
South Africa
Bové Montero y Asociados
Barcelona, Spain
Arrabe Asesores, S.A.
Madrid, Spain
A. I. Macan Markar & Co., Chartered
Accountants
Sri Lanka
Axion Revisionsbyrå AB
Sweden
Fehlmann & Associés SA
Geneva, Switzerland
SOLIDIS
Olten, Switzerland
P.M. Accountant & Advisory Co., Ltd.
Thailand
BAGE SARL
Togo
Business, Auditing & Consulting
Tunisia
UBD (Ulusal Bagimsiz Denetim ve
Y.M.M. A.S.)
Turkey
Jaxa Chartered Accountants
United Arab Emirates
Zolkwer y Asociados
Uruguay
Thomas, Head & Greisen, P.C.
Alaska, USA
KMJ | Corbin & Company
Costa Mesa, California, USA
Fineman West & Co. LLP
Los Angeles, California, USA
GALLINA LLP
Northern California, USA
Hemming Morse, LLP
San Francisco, California, USA
Richey, May & Co.
Colorado, USA
AgeeFisherBarrett, LLC
Georgia, USA
BrookWeiner L.L.C.
Illinois, USA
Roth & Company, P.C.
Iowa, USA
Samet & Company
Massachusetts, USA
Dorfman Abrams Music LLC
New Jersey, USA
Berdon LLP
New York, New York, USA
Cornick, Garber & Sandler, LLP
New York, New York, USA
Cohen & Company
Ohio, USA
Zinner & Co. LLP
Ohio, USA
Pritchard, Bieler, Gruver & Willison, PC
Pennsylvania, USA
CF Accountants & Consultants
Dallas, Texas, USA
LBB & Associates Ltd., LLP
Houston, Texas, USA
Murray, Jonson, White &
Associates, Ltd., PC
Virginia
Thuy Chung Auditing Company
Vietnam
TAG-SP Members
39. “Connections”
LAST WORD
As is the norm with a growing organization, much changed for the better during 2014. There were new
firms joining TAG Alliances, new locations at which we held conferences, new success stories among
and between TAGLaw and TIAG firms, new learning experiences, and new stories of humanitarian
aid around the world. One fundamental stayed constant however: our connection to each other.
These connections are what distinguish TAG Alliances. Connection to each other means better
responsiveness, better accountability, better service and better results.
So our last word for 2014 is to connect. Within your firm by involving your colleagues in TAG
Alliances or by involving them in international charity by holding a special day for the benefit of TAG
Foundation, within your practice and your community by letting your clients and referral sources
know how deep and broad and effective your coverage is around the world, or within the alliances
by calling, emailing, visiting, or collaborating with your fellow members on a project.
We look forward to 2015 and the many ways TAG Alliances can continue to be part of your firm’s
success and part of your individual professional and personal lives. Perhaps you will connect with
each other through a video call, a shared dinner at a conference, a client matter, a phone call, a TAG
Academy event or even a meeting in a foreign land during a family vacation. Each experience can
be rewarding and fulfilling.
Connect regularly with us as well. We welcome your feedback and especially your successes. We
welcome your firm news, your blogs and your recommendations of new firms and locations. And, of
course, we welcome your continued membership and participation.
It’s how we stay connected. See you in Edinburgh in May.
40. 150 Second Avenue N, Suite 710, St Petersburg, Florida 33701
Phone: +1 727 895 3720 • Fax: +1 727 895 3722
www.TAGLaw.com | www.TIAGnet.com | www.TAG-SP.net