The professionals of Accountants Advisory Group are highly respected in the accounting profession for addressing timely and thought-provoking industry topics through published articles and speaking engagements.

Published Articles

	"Traps for the Unwary in CPA Firm Mergers and Acquisitions" - Published in the Jorunal of Accountancy, August 2011. Joe co-authored this article which discusses how M&As are reshaping the accounting practice landscape and potential professional liability risks/issues in M&A deals.
	"Overcoming the Perfect Storm" - CPA Practice Management, June 2011
	"How Rainmakers Make it Rain" - CPA Practice Management, March 2011
	"The Resession and its Impact on Clients" - Published in the January/February 2010 issue of New Jersey CPA.
	"Going Forward with Partner Retreats" - Published in the Nov/Dec 2008 issue of New Jersey CPA. Joe co-authored this article which addresses the pitfalls faced by partners at firm retreats and how to implement positive changes resulting from a successful retreat.
	“Remaining an Independent Firm” – Published in the September 2008 CPA Leadership Report.
	“Succession Planning-A Daily Routine” – Article published in the August 2008 CPA Leadership Report.
	“Developing a Partner Track” – Published in the March/April 2008 New Jersey CPA Magazine. There is no universal partner-track model, but every firm can benefit from a forward plan to identify prospective partners, create partnership opportunities, and take steps to develop and retain them.
	“Structuring For Growth” – Joe Tarasco contributed to this article to be published in the Journal of Accountancy; April 2007. To view this article, please click on this link.
	“Developing and Implementing Effective Personal Marketing Plans for Partners and Key Staff Members” – Article published in the CPA Practice Management Forum; July 2006.
	"Use Career Development as a Succession Plan” – Article published in the CPA Practice Management Forum; June 2006.
	“Looking Ahead: Revenue Sources through 2010” – Article published in the Annual Special Report, “Firm of the Future,” by the publishers of Accounting Today, Accounting Technology, and Practical Accountant; June, 2006.
	“Marketing in Focus” – More firms are turning over their marketing to in-house pros with specialized skills and the prerequisite personality. Here’s how to find your point person. Contributed to this cover story published in the Practical Accountant, June 2006. To view this article, please click on this link.
	“Build a Better Career Path: Your future depends on how well you cultivate your staff” Meeting employees’ need to learn and grow in their work will help you keep them, perhaps even long enough to develop them into partners. Article published in the Journal of Accountancy, Practice Management/Staff Retention; May 2006. To view this article, please click on this link.
	“Use Marketing to Attract Talent” – Article published in the Practical Accountant, Revenue Enhancers ~ Marketing Magic; April 2006. To view this article, please click on this link.
	“Setting and Hitting Growth Goals” – Strategic planning is becoming much more formalized. Here’s how firms set goals, monitor progress, and ensure marks are hit. Contributed to this cover story published in the Practical Accountant, February 2006. To view this article, please click on this link.
	“Market for Quality, Not Quantity” – Article published in the Practical Accountant, December 2005. To view this article, please click on this link.
	“Achieve Growth through Financial and Wealth Management Services” – Article published in the CPA Practice Management Forum, November 2005.

Speaking Engagements

	RedZone Practice Management? ? Best Practices to ?Win? More Often
	FutureTrak? Institute ? Training and Coaching Programs to Develop Your Current Staff into the Future Leaders of Your Firm
	Strategic Planning and Profitability
	Partner Governance and Compensation
	Career Development and Staff Retention
	Attracting Talented Professionals
	Succession Planning
	Mergers & Acquisitions
	Marketing, Branding and Bundling your Firm?s Services
	Niche Development and Implementation, including Wealth Management and Financial Services

	On November 17, 2011, Joe presented to the Connecticut Society of CPA's Annual Conference on "Overcoming the Perfect Storm by Building a Firm of the Future."
	On November 7, 2011, Joe presented a webinar to the CPA Leadership Forum's members on "The Future of CPA Firms and It's Impact on Strategy."
	On September 21, 2011, Joe was one of the featured speakers at a joint session of the Washington State Society of CPA's and the Washington Chapter of the Association of Accounting Administrators on "Current Trends & Future Predictions for the Accounting Profession", and "Building a Business Strategy Through Succession Planning."
	On June 17, 2011 Joe Tarasco was the featured speaker at the CPA USA Annual Partner Conference in Dallas. Joe presented on trends and predictions in the Accounting Profession, how M&A in the Profession will affect firms of all sizes, and on developing a successful merger strategy.
	On June 8, 2011 Joe Tarasco was a speaker at the New Jersey CPA Annual Convention in Atlantic City. Joe spoke on sales and mergers of accounting practices.
	On June 7, 2011 Joe Tarasco was a featured speaker at the CPA Associates International Managing Partner Seminar in New Orleans. Joe presented "Building Your Business Strategies in Today's CPA Firm Practice Environment" and "Structuring Wealth Management and Financial Services for CPA Firms."
	On May 19th, 2011 Joe Tarasco presented to the Connecticut State Society of CPAs on current trends and predictions in the accounting profession with an emphasis on M&A.
	On May 18th, 2011 Joe Tarasco co-presented to the New Jersey Chapter of the Association of Accounting Administrators on the current trends and predictions in M&A and how firm administrators should take part in the process by assisting managing partners.
	On April 26th, 2011 Joe Tarasco co-hosted a webinar on the current trends and predictions regarding M&A in the CPA profession and related professional liability risks to the Pennsylvania State Society of CPAs.
	On July 16th, 2010 Joe Tarasco presented at CPA-USA Network's Annual Meeting. Joe spoke about the current and future threats to local CPA firms (3 to 15 partners) existing in today's accounting marketplace and the Top Ten Factors to be an independent and successful firm of the future.
	Joe Tarasco spoke on Oct 19, 2010 to the Large and Medium size firm MAP Committee on mergers and the future of the accounting profession.
	“MGI Annual World Conference“ – The Firm of the Future” at MGI Annual World Conference on October 24, 2008 in Mexico City. MGI is an international association of accounting firms, with over 200 offices in 75 countries. In this presentation, Joe discussed the necessary steps that accounting firms need to take to have a future succession plan to allow them to remain independent firms.
	MGI European Annual Meeting – Joe facilitated discussions to the European members of MGI on the MGI Association wide strategic plan. The meeting took place in Vienna, Austria on June 14, 2007.
	Create or Energize Your CPA Partner-In-Training Program: Protect Your Investment and Guarantee Your Firm’s Future – Joe Tarasco, “one of the nation’s best-known consultants and speakers on leadership training for CPA firm partners,” participated in this accounting teleconference on June 21, 2007.  “Listen as representatives from accounting firms with successful partner-in-training programs, and insightful consultants to the profession, help your firm get a partner-in-training program off the ground or reenergize an existing effort. They offered practical guidance on which approaches work well or often fail, so that you’ll be better-prepared to …” READ MORE …
Association for Accounting Marketing (AAM) – “Lunch With Industry Expert Joe Tarasco” at the AAM Summit 2007: Unchartered Waters, June 6, 2007, Savannah, GA. During this 1½ hour general session presentation to accounting firm marketers, Joe provided a “state of the industry” report and his insight and vision of the future of the accounting profession. In addition, Joe discussed how marketing professionals can play a significant role in assisting the firm attract and retain talented staff.
	“This session is your navigational beacon to get you through the rough waters that could be ahead.”  READ MORE … The following is an excerpt from a press release published by AAM: FOR IMMEDIATE RELEASE Kansas City, MO (June 7, 2007) – The Association for Accounting Marketing (AAM) hosted its 18th annual conference, AAM Summit 2007: Uncharted Waters, June 6 through 8 at the Hyatt Regency Savannah in Savannah, Georgia.  The conference brought acclaimed resources to a record attendance of nearly 500 accounting marketing and business development professionals. Keynote speakers included Joe Tarasco of Accountants Advisory Group … Tarasco talked about the necessity of action in the marketing field. Extraordinary marketers, he says, must be masters of execution who control their own destinies. He discussed how market leaders can take action to sustain success and continually move their companies to the next level. He presented a view of the current profession and illustrated how professional services marketers play a vital role in its successes.
	The New York State Society of Certified Public Accountants (NYSSCPA) -Foundation for Accounting Education (FAE) – Practice Management Conference: “Succession Planning,” June 27, 2006, New York City. Please download plugin to view a secure PDF of the conference brochure
	The Connecticut Society of Certified Public Accountants (CSCPA) “Structuring & Implementing Wealth Management Services” presentation on September 27, 2006, Easton, CT. “Management of an Accounting Practice” presentation, November 16, 2006, Darien, CT.
	The New Jersey Society of Certified Public Accountants (NJSCPA) Sponsor of the “Annual New Jersey Convention,” May 4-5, 2006. Bergen Chapter – “Management of an Accounting Practice” presentation including “Current Trends in the CPA Profession; The Importance of Strategic Planning and Developing a Vision for the Future of your Firm; Wealth Management and Financial Services; and Marketing, Branding and Bundling your Firm’s Services,” December 8, 2005. Passaic Chapter – Sponsor of the “Year-End Tax Conference,” November 12, 2005.
	Association for Accounting Administration New York Chapter – Practice Management presentation with a focus on “Career Development and Innovative Ways to Attract Professional Staff,” June 15, 2006. New Jersey Chapter – “Management of an Accounting Practice” presentation, with a focus on “Career Development & Succession Planning and Utilizing Marketing & Public Relations to Attract Talented Professionals,” April 20, 2006. Washington, D.C. and Baltimore Chapters – “Management of an Accounting Practice” presentation at their Joint Chapter Fall Conference, October 27, 2006, Columbia, MD.
	National Associated Certified Public Accounting Firms (NACPAF) –“Recruiting & Retaining Talented Staff” presentation to the members of NACPAF on November 3, 2006, Chicago, IL.
	International Associations MGI – Worldwide Association of Independent Accounting & Consulting Firms      •  As a keynote speaker, Joe Tarasco presented MGI’s strategic plan and facilitated         group discussions at their European Annual Meeting in Vienna, Austria on         June 14, 2007.      • “Best Practices” presentation and “Practice Development Networking” roundtable          facilitation at their North American Conference in Atlanta, GA, June 1-2, 2007.      • “Best Practices” presentation at their North American Annual Meeting in Toronto,          Canada, June 2, 2006. IGAL – Intercontinental Grouping of Accountants and Lawyers – “Succession Planning” presentation at their Semi-Annual Meeting in New York City, March 11, 2006.
	AICPA NorthStar Conference- “Utilizing Marketing Techniques to Attract & Retain Talented Accounting Professionals” presentation at the Accounting Marketing Forum, November 10, 2006, New York City.