TXCPA Dallas

April 2020 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence
  • Giving Back
  • Membership
  • Classifieds

Chairman’s Message

By Bill Sims, CPA

We are certainly living in interesting times. During this challenging and unprecedented experience, TXCPA Dallas wants to assure you that your educational needs are still one of our top priorities, and we are doing all we can to continue providing the quality CPE opportunities you expect from your professional association.

To that end, and in light of the uncertainty of the current public health crisis, we have made the difficult decision to cancel the May 4th Convergence 2020 live event and will replace it with an eight-hour, online event that will take place also on May 4, 2020. For those who had registered for the live version, you should have received an email by now detailing information regarding your registration fee. For those who had not registered for the live event, you will have an opportunity to enroll for what we are expecting will be another great TXCPA Dallas educational offering. A webpage will be set up next week that will include a list of the session titles to be presented in this webinar, as well as a link through which you may sign up, if you did not sign up for the live event. We’re excited about this new program and hope you’ll be able to join us.

I would like to take this opportunity to send a sincere thank you to the generous organizations that sponsored this year’s Convergence program. Your support and enthusiasm for our keystone event allows us to come back year after year. We’re already looking forward to Convergence 2021, and we hope you’ll all be there with us again.

Another opportunity for CPE comes on Monday, April 20, when Sarah Grenier, Bill Moss and I will also move from our scheduled spot in TXCPA Dallas training room to an online platform to present a four-hour webinar, Nonprofit Accounting Topics. This course will address key areas unique to nonprofits from an accounting and auditing perspective. You may register for this event through the article elsewhere in the newsletter.

While this pandemic rages, we send our thoughts and prayers to all those impacted by it, personally and/or professionally. Our wish is that you and yours stay healthy and safe, and hopeful for better days to come.


Bill Sims, CPA

Chairman, 2019-20


Freeman Law Presents

Coronavirus Webinar

Wednesday, April 8, 2020

Freeman Law

Live Webinar Series

Wednesday, April 8, 2020


You are invited to a

Freeman Law webinar.


Coronavirus and Recent Tax and Business Relief:

What You Need to Know Now

The Coronavirus pandemic has ushered in extraordinary economic and social challenges. Recent congressional Acts, such as the Coronavirus Aid, Relief and Economic Security (CARES) Act, and the Families First Coronavirus Response Act, provide economic and tax relief that has important implications for businesses—big and small. The Internal Revenue Service has also issued a series of notices and other guidance providing tax-related relief. This presentation will provide viewers with a summary of the key provisions and changes that you need to know now.

Date: April 8, 2020

Time: 2:00 p.m.

Cost: Free


Jason B. Freeman

Matthew Roberts

Register in advance for this webinar

After registering, you will receive a confirmation email

containing information about joining the webinar.


CPE Event: Nonprofit Accounting Topics

Thursday, April 9, 2020 Rescheduled to Monday, April 20, 2020



TXCPA Dallas

invites you to a

CPE Event


Nonprofit Accounting Topics


presented by


Sarah Grenier

Director, BKD LLP


Bill Moss

William R. Moss, CPA


Bill Sims

Partner, Salmon Sims Thomas & Associates PLLC



Monday, April 20, 2020

1:00 p.m. – 5:00 p.m.


This event will be held online.


Course Description: Learn about key areas unique to nonprofits from an accounting and auditing perspective. Learn about key areas such as donated goods and services, bargain purchases, joint costs and the two new revenue recognition standards for contributions, grants and earned income.


Learning Objectives: Attendees will learn high level topics as noted above in the nonprofit sector.

Course Level:



Course #:

CPE Credit Hours:





General understanding of nonprofits structure and accounting



Monday, April 20, 2020

1:00 p.m. – 5:00 p.m.

$35/Members; $135/Non-Members

To register, click here.

CPE Event: Employee Benefit Plan Audits

Wednesday, May 13, 2020



TXCPA Dallas

invites you to a

CPE Event


Employee Benefit Plan Audits


presented by


Tim Pike

Partner, Howard LLP


Taylor Franta

Audit Manager, Howard LLP



Wednesday, May 13, 2020

1:00 p.m. – 5:00 p.m.

in the

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas, TX 75251


Course Description: Audits of employee benefit plans are highly specialized, and significant emphasis has been placed in recent years to improve audit quality. This session focuses on the knowledge and tests and considerations specific to these audits. Whether you are an auditor in public accounting or a plan administrator, you will benefit from the updated information on standards, as well as common deficiencies found in plans and how to, report on them for auditors, and how to avoid them for plan administrators.


Learning Objectives: Attendee will learn information surrounding benefit plan considerations and best practices.



Course #:

CPE Credit Hours:










Wednesday, May 13, 2020

1:00 p.m. – 5 p.m.

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750, Dallas 75251

$35/Members; $135/Non-Members


To register, click here.


Ethics Course – LIVE!!!

May 2020


TXCPA Dallas is pleased to offer the required, State-approved, 4-hour Ethics course.



TXCPA Dallas Office

12400 Coit Road, Suite 750

Dallas TX 75251


This course is taught by Dr. Richard Mark.


Description: The course examines all of the various components of ethical issues essential to any CPA’s practice in the State of Texas. A main objective of the course is to work with CPAs to identify and reach satisfactory conclusions about ethical issues in all phases of public, corporate and governmental practice. To accomplish this objective, the course examines ethical principles and concepts, ethical reasoning, corporate governance and fraud, the impact of culture and human behavior on ethical conduct and applicable current Texas Rules of Professional Conduct through an interactive class environment.


Objective: To gain a better understanding of how a CPA’s ethical standards impact daily decision-making in practice and business.


Course No.

20601214 – Wednesday, May 20, 2020, 12:00 p.m. – 4:00 p.m.




Credit Hours:

Sponsor No.:







$120 (Member); $150 (Non-Member)

To register for this course, please click here.


Save the Date!

Convergence 2020 Online Event

Monday, May 4, 2020


Due to the current public health crisis,

Convergence 2020 has been cancelled.

In its place, TXCPA Dallas will present

an eight-hour online CPE event.

More details will be coming shortly,

along with registration instructions

for those who had not signed up for the

live Convergence 2020 program.

Save the date, and we hope

you’ll join us online on May 4.

Convergence 2021

Thank You to Our Sponsors


TXCPA Dallas welcomes these great organizations that have already committed their sponsorship support for Convergence 2021.



Bonton Farms – Service Saturday Event

Saturday, May 9, 2020



We have a fun community outreach opportunity

available to you in May.

Swing down to Bonton Farms for a morning of farm restoration

and to-dos like goat milking, plant harvesting and chicken cooping.

It’s family-friendly!

Bring breathable clothing, comfortable shoes and water as needed.

Sign up now, as space is limited.

Saturday, May 9

9:30 a.m. – 12:00 p.m.

Bonton Farms

6915 Bexar Street, Dallas 75215

To register, click here.


Welcome, New Members!

Exsamir Arroyo, CPA

Matthew Robert Asbury, CPA

Keith Rollin Bailey, CPA

Jessica Marie Ball, CPA

Nathaniel Charles Bannert, CPA

Danielle Patricia Bartlett, CPA

Omeed Reza Bayrami, CPA

Ethan Payne Beasley, CPA

Clifton Chase Brossett, CPA

Alicia Dawn Burger, CPA

Alyssa Brooke Carnes, Student

Brandon A. Castro, Student

Dilayda Celik, Student

Mikayla Annette Cepeda, CPA

Ying-Ju Chen, CPA

Stephanie Jouan Chen, Student

Yuri Choi, Student

Jordan Glen Chumbley, CPA

Sorang Chung, CPA

Michael Canon Cook, CPA

Amanda Katherine Crowley, CPA

Bradley Vincent Cunningham, CPA

Mengyang Liu Davila, Student

Caroline Grace Dillard, Student

Angela Dimitrev, Student

Siting Du, Student

Ian Patrick Dugan, CPA

Keli Lynn Dunn, CPA

Joshua Kurth Edge, CPA

Everness Evangelista, CPA

Andrea Dawn Faulkner, Student

Nicole Bliss Fellows, Student

Jessica Ferman, Student

Paul Oludamilare Feyisetan, CPA

Calley Forsha Fletcher, CPA

Tamara Leslie Fry, Student

Nicholas Keller Fuson, CPA

Nina Elizabeth Gavos, CPA

Natasha Diana Giddings, Student

Hailee Morgan Goss, CPA

Alex Hunter Gregg, CPA

Hannah Katherine Griffith, CPA

Jacob Robert Gross, CPA

Grayson Stephen Hatfield, CPA

Rebecca Alexandra Herring, CPA

Ryan Matthew Hoffman, CPA

Sol Hong, Student

Eric Jeon, Student

Kolton Reed Joines, CPA

Rohit Joseph Joy, CPA

Dionysios Karavias, Student

Sarah Kelliher, Student

Samundra Kharel, CPA

Kevin D. King, Student

Gagan Kohli, CPA

Joseph Eldon Kolka, CPA

Matthew Heokseong Kwon, CPA

Megan Lynn Lakey, Student

Natalie Marie Lamb, CPA

Anish Lamsal, CPA

Saesbyeol Lee, Student

Haley Gayle Lehr, CPA

John Lieblang, CPA

Gabrielle Little, Student

Emma Ruth Loo, CPA

Brittani Nicole Loth, CPA

Chad Austin Loving, CPA

Lucy Luong, Student

Cornelius Macarthy, CPA

Kelly Renee Major, CPA

Nohema Duran Mendoza, CPA

Callie Leighann Merritt, CPA

Milijana Milanko, CPA

Brooke Nicole Monney, CPA

Tyler Scott Morris, CPA

Hovsep Nahapetyan, Student

Mary Katherine Naquin, CPA

Cuong Kim Nguyen, CPA

Kaitlyn Nguyen, Student

Brittney Lynn Norris, CPA

Hannah Michelle Orth, CPA

Brant Allan Parker, CPA

Adrienne Leigh Perkins, CPA

Claire Kathleen Petolick, CPA

Chunmei Piao, Student

Totuinna Pickron, Student

Adam Portacci, Affiliate

Andrew John Pott, CPA

Maria Ramirez, CPA

Anthony Michael Ricciardi, CPA

Rebecca Kathleen Richmond, CPA

Emily Marie Rickman, CPA

Tristan Robinson, CPA

Rebecca Faith Rodgers, Student

Viridiana Salgado, Student

Pheby A. Samuel, CPA

Ariana Sanchez, Student

Katherine Leigh Sanders, CPA

Ryan Michael Schroer, CPA

Margaret Roxanne Schwanke, CPA

Daniel Francis Sebastian, CPA

Tristan Sedita, Student

Benjamin Thomas Sharp, CPA

Elizabeth Shi, Student

Jennifer Shim, Student

Elliott Ryan Smith, CPA

Franklin Sofi, CPA

John Martin Stevens, CPA

Adam Tucker Sugerman, CPA

Micah Joel Sweeney, CPA

Yue Tang, CPA

Corrie Hill Tankersley, CPA

Lukas Clark Tidwell, CPA

Nicholas James Timmer, CPA

Tasha Delenn Torres, CPA

Yixuan Wang, Student

Amy Michelle Welsch, CPA

Claire Elizabeth Williams, CPA

Eugene Wilson, CPA

Virginia Perez Wolber, CPA

Kimberly Gayle Wong, CPA

Meina Wu, Student

Weiting Xiong, Student

James Madison Zalaznik, Candidate

TXCPA Dallas

Scholarship Winner Spotlight


Each month, we will spotlight one of this year’s TXCPA Dallas Scholarship winners. Join us this month in getting to know University of North Texas (UNT) graduate accounting student, Katie Ricketson, and welcoming her to TXCPA Dallas. 


Katie Ricketson’s philosophy is that being a well-rounded person is as important as being academically competent, a philosophy she has demonstrated well by her active participation in several UNT campus organizations. In addition to being highly competent academically – she finished both the 2018 and 2019 Spring semesters with 4.0 GPAs – she has also excelled in extracurricular activities.


Katie has been a TXCPA Student Ambassador to UNT and a dedicated member of the university’s chapter of Beta Alpha Psi, serving as its Vice President as well as a mentor to other student members. She has also been a member of the National Society for Collegiate Scholars and the Accounting Scholars Program, in which she also participated as a mentor.


Katie’s academic abilities have been abundantly recognized. She received the UNT Excellence and College of Business General Scholarships; Financial Executives International’s Outstanding Achievement Scholarship; UNT’s Scholarship for Continuing Education; and the BKD Scholarship. She has also been on the UNT President’s List multiple semesters and was a member of the 1st Place team in the 2018 Grant Thornton Case Competition.


Katie has interned at KHA Accountants and expects to receive her M.S. in Accounting with a concentration in Taxation in May of 2021.


TXCPA Dallas welcomes and congratulates Katie Ricketson. 


Practices For Sale
Practices For Sale in North Texas: gross revenues shown: SE Texas CPA $710; Texarkana EA $288K;Tyler/Longview Area CPA $787K; Abilene CPA $367K; E/SE CPA $290K; NE Texas CPA $209K; Burleson CPA $270K; Turtle Creek/Uptown Dallas Area CPA $614K. For additional listings/information, call us at 1-800-397-0249 or visit us online at www.APS.net and register for free email updates.


THINKING OF SELLING? Accounting Practice Sales is located in North Texas and is the leading marketer of accounting and tax practices here and nationwide. We have a large buyer pool as well as the experience to help you find the right fit for your firm and negotiate the best price and terms. To find out more about our risk-free and confidential services, call Ryan Pannell with The Holmes Group at 1-800-397-0249 or send an email to Ryan@APS.net.


TXCPA Chapter Tip Sheet


TXCPA’s auto renewal program makes your annual membership process easier than ever before. Check the box on the reverse side of your renewal form or on the online payment screen to enroll in the program. You will receive a confirmation email when your enrollment is complete. Then, each year you can relax knowing that your member dues will be paid automatically. No more risk of putting aside the invoice and finding that you’re not enjoying full TXCPA benefits every day!




TXCPA members can update their information using an online form. Now is the perfect time to check your member profile and be sure we have all of the most accurate contact information on record, as well as your interest areas that help us best serve you. To access the form, go to http://tscpamemberupdate.tscpa.net. Your login information will be the same username and password as your member login on tscpa.org. If you don’t remember your password, you can use the retrieval link provided on that page or simply call our member services team to have a temporary password set. You can reach us Monday through Friday between 8 a.m. and 5 p.m. (Central Time) by calling 800-428-0272 and selecting option 1.




Do you know of a TXCPA member who has exhibited a strong commitment to the accounting profession? Does someone in your chapter make substantial service contributions to your community? Is the next Young CPA of the Year in your hometown?


Nominate a deserving member for one of TXCPA’s service awards today! Categories include Meritorious Service to the Accounting Profession in Texas, Distinguished Public Service, Distinguished Member, Outstanding TXCPA Committee Chairman, Young CPA of the Year and Honorary Member. Nominations accepted online through April 27, 2020.


For more information, contact Holly McCauley (phone 800-428-0272 x 202 / 972-687-8502).




LDI 2020 is scheduled for June 25-26, before the TXCPA Annual Meeting of Members in Fort Worth. All participants will receive a complimentary registration to the Annual Meeting with their LDI registration. Attendees will complete a one-and-a-half-day training program that culminates with their introduction at the Awards Luncheon on Friday, June 26.


Program information is available on the website and registration is open. Please share details with your staff or colleagues you feel may benefit from attending and those you would like to see fill future leadership roles in our organization and in the profession.


If you have any questions, please contact Kim Newlin (phone 800-428-0272 x 662 / 972-687-8662).