TXCPA Dallas

April 2021 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2021 Online
  • Events
  • Membership
  • A Word from Our Sponsors...
  • Classifieds

Chairman’s Message

By Jason Freeman, CPA

Big news of the month: Convergence 2021 Online! In case you haven’t heard, due to continuing concerns and restrictions related to the COVID-19 pandemic, we have decided to change this year’s conference platform from in-person to virtual. Our all-day mega-event will be held online on Friday, May 28, and sessions will start at 8:00 a.m. Twenty-one sessions featuring the newest and best information on the trending accounting topics of the day will be offered by some of the greatest minds and presenters in the accounting/finance fields today. A luncheon keynote address will be given by U.S. Representative Jodey Arrington, currently representing Texas’s 19th District and serving as a member of the House Committee on Ways and Means. Regardless of the platform, TXCPA Dallas’s commitment remains the same: to provide our members with the highest quality educational experience possible, and we are very excited about the online event we’ll be presenting to you in May. If you haven’t already, I encourage you to register now for Convergence 2021 Online.


And there’s still time to sign up as a Convergence 2021 Online sponsor. Your company’s support would be most appreciated, and you will receive an excellent package of benefits worth well in excess of the cost. If you would like to sign up, call TXCPA Dallas office at 972-960-8311, or email Melanie Birkettand add your name to the list of our fine sponsor organizations.


We have some great events on the radar this month. On April 6, David Gair and Joshua Smeltzer of Gray Reed will speak on innocent spouse relief and taxation of lawsuits. On the 21st, Allan Peiser of EisnerAmper presents A CPA Practitioner’s Guide to Qualified Retirement Plans. On April 27, BaCo Tech’s Ford Baker and Kaitlyn Kirkhart will discuss their company’s “touch-it-once” philosophy and how it has led to greater success for them, even through the challenges of the last year. We’ll top off the month with our April Ethics course on the 30th.


If you need a rest from the rigors of busy season or just want to join your fellow members for some good conversation, join us on April 22 for our monthly Thirsty Thursday social event.


Have a safe and productive April and remember to register for Convergence 2021 Online!



Jason Freeman, JD, CPA

2020-21 Board Chairman


Online CPE Event:

Innocent Spouse Relief & Taxation of Lawsuits

Tuesday, April 6, 2021



TXCPA Dallas

invites you to an

Online CPE Event


Tuesday, April 6, 2021

1:00 p.m. – 3:00 p.m.


This is an online event.



David Gair

Partner, Gray Reed




What CPAs Need to Know About

Innocent Spouse Relief


Course Description: This presentation will cover the different types of innocent spouse relief under IRC § 6015. The presentation will further focus on the various factors that the Internal Revenue Service looks at when analyzing a case. The presentation will also provide real-life scenarios and suggestions on how to position clients for success.


Learning Objectives:

Participants will understand the different types of innocent spouse relief and how to position clients for success.





Joshua Smeltzer

Counsel, Gray Reed




What CPA’s Should Know About the

Taxation of Settlements and Judgments


Course Description: A former litigator from the Department of Justice Tax Division discusses the legal standards applied to determine whether a settlement or judgment is fully or partially excluded from income, is a deductible trade or business expense, or can be treated as capital gain or ordinary income. The presentation will include real world examples, practical tips, and guidance on how to both recognize and handle the close calls.


Learning Objectives: Participants will understand the legal standards governing settlements and judgments and learn how to recognize and handle tax issues involving these amounts.


Course Level:        


Course #:

CPE Credit Hours:









Tuesday, April 6, 2021

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members


To register for this event, click here.



Online CPE Event:

A CPA Practitioner’s Guide to Qualified Retirement Plans

Wednesday, April 21, 2021



TXCPA Dallas

invites you to an

Online CPE Event


A CPA Practitioner’s Guide to

Qualified Retirement Plans


presented by


Allan Peiser

Partner, Eisner Amper LLP



Wednesday, April 21, 2021

1:00 p.m. – 3:00 p.m.



This is an online event.



Course Description: This course focuses on variety of issues dealing with the design of qualified retirement plans. This course will better equip you to meet your clients’ needs by offering alternatives to maximize benefits for business owners.


Learning Objectives: Participants will identify and focus on a variety of issues related to qualified retirement plans to enable CPA practitioners to better meet their clients’ needs.


Course Level:        


Course #:

CPE Credit Hours:









Wednesday, April 21, 2021

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members


To register for this event, click here.



Online CPE Event:

Touch it Once: How 2020 Became my Firm’s

Most Productive and Profitable Year

Tuesday, April 27, 2021



TXCPA Dallas

invites you to an

Online CPE Event


Touch it Once: How 2020 Became my Firm’s

Most Productive and Profitable Year


presented by


Ford Baker

CEO, BaCo Tech




 Kaitlyn Kirkhart

CCO, BaCo Tech



Tuesday, April 27, 2021

1:00 p.m. – 3:00 p.m.



This is an online event.



Course Description: The year 2020 has been a challenging one for everyone, CPAs included. For one CPA firm, however, it was the most productive, profitable, and efficient year ever. This firm experienced its highest realization of 140% across all clients, despite not charging extra for PPP loans and loan forgiveness. They did more work for more clients in less time—all while using fewer people and providing better client service. There was higher client satisfaction with no last-minute filings or surprises. All this efficiency was possible because this firm adopted a “touch-it-once philosophy.” This philosophy begins with efficiently gathering client data and integrating it into a standard workflow that combines engagement letters and billing into one task once a year. Streamlining tasks has allowed this firm to focus on client service and be more efficient in filing tax returns. They’ve been more productive and profitable, navigating COVID-19 and PPP service obstacles with ease.

Key points:

·     How to efficiently gather and integrate client data

·     How to increase productivity and thereby improve profits

·     How to increase client satisfaction

·     Ways to streamline tasks and improve efficiency



Learning Objectives: Participants will learn how to:

·     Recognize how a “touch-it-once philosophy” pays off in unexpected areas

·     Identify how to properly assess and maintain the collective value of a client base over exceptions based on individual preference

·     List third-party applications and how to maximize their value

·     Live demo walkthrough of a transaction-based workflow


Course Level:        


Course #:

CPE Credit Hours:









Tuesday, April 27, 2021

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members


To register for this event, click here.



Online Ethics Course

A CPA’s Guidebook for Ethical Behavior:

A CPE Ethics Course for Texas CPAs

April – May 2021



You are invited to join us for our monthly, State-approved, four-hour Ethics course, A CPA’s Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs. This course will be taught by Professor Allison McLeod.

Speaker and author, Allison M. McLeod, LL.M., CPA, will educate and inform CPAs not just on what is the right thing to do according to the Texas Rules of Professional Conduct but how to put your values into action!  As part of this course, we will also look at various schools of ethical thought and walk through real world examples of individuals and companies faced with moral dilemmas.


Description: A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.


Learning Objectives:

1. To educate licensees in ethics of professional accounting as Texas CPAs.

2. To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.

3. To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.

4. To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:

·     CPAs in client practice of public accountancy who perform attest and non-attest services.

·     CPAs employed in industry who provide internal accounting and auditing services.

·     CPAs employed in education or in government accounting or auditing.







Friday, April 30, 2021, 8:00 a.m. – 12:00 p.m.

Course # 21601114

Click here


Friday, May 21, 2021, 8:00 a.m. – 12:00 p.m.

Course # 21601214

Click here





CPE Credit Hours:

Sponsor #:




Webinar (Internet-based)



$120/Member; $150/Non-Member

Convergence 2021 Online

Register Now!

Convergence 2021 Online

Friday, May 28, 2021



Due to continuing issues related to the COVID-19 pandemic,

we have made the decision to change

Convergence 2021

from a live event to virtual.


This will not in any way affect the

high quality and outstanding content you have come to expect

from this nationally-recognized program.


Please join us for an exciting online

educational experience…




Friday, May 28, 2021

8:00 a.m. – 5:00 p.m.


Register now for the premier

accounting CPE event

in North Texas!



To register, click here.

Thank You to Our

Convergence 2021 Online Sponsors


Become a Convergence 2021 Online Sponsor

and Receive These Great Benefits:



For more information and to register your sponsorship,

call TXCPA Dallas office at 972-960-8311,

or email Melanie Birkett.


April Thirsty Thursday

Thursday, April 22, 2021



TXCPA Dallas Invites You

to Attend



A Virtual Event


Join us for a

Virtual Networking Event



Thursday, April 22, 2021

5:00 p.m. – 6:00 p.m.


This event will be held via Zoom.


There is no cost,

but please let us know you’re coming

by clicking here.



We hope you can join us!

Congratulations Are in Order


BKM Sowan Horan recently promoted the following TXCPA Dallas members to Director: Kevin Agno, Wendy Harvey, Michael Shimanek and Marci Stanley.


Olivia Riley has been appointed to the Texas State Board of Public Accountancy by Governor Greg Abbott.


Elaine Flesch has been appointed to AICPA’s Information Management and Technology Assurance Executive Committee for the 2021-2022 volunteer service year.


Congratulations to these outstanding TXCPA Dallas members!

Welcome, New Members!

Mohamad Abdallah, CPA

Mervin George Abraham, CPA

Rebecca Ann Abraham, CPA

Jessica Aguilera, CPA

Laura Allen, Candidate

Alex James Amheiser, CPA

Hiren Ashwin Babaria, CPA

Nathaniel Kent Baker, CPA

John Robertson Barrett, CPA

Trevor J. Berkowitz, CPA

Deery Noble Brooks, CPA

Stephen K. Buckles, CPA

Sydney Alissa Burlage, CPA

Philip Scott Cain, CPA

Cody Ray Caldwell, CPA

Ricky A. Carpenter, CPA

Eladio Francisco Carreras, CPA

Pamela Carroll, Student

Huan-Yen Chiang, Student

Lynne Marie Church, CPA

Nicholas James Cox, CPA

Kischa Crain, Student

Connor Ray Crow, CPA

Miranda Gail Crowell, CPA

Hannah Elizabeth Damon, CPA

Jordan Leigh Daniels, CPA

Andrew Robert Day, CPA

Adam Francis Degand, CPA

Brian Stephen Demeter, CPA Katharine Nicole Deutsch, CPA

Amy Dousharm, CPA

Sherryl Edwards, CPA

Davis Allen Ewoldt, CPA

Amanda Christine Fiveash, CPA

Alexis Raeanne Foster, CPA

Anthony Joseph Fragapane, CPA

Yidan Fu, CPA

Carmen Lanette Gills, CPA

Brenda Isabel Guardiola, CPA

Eduardo Guerrero Rodriguez, CPA

Tylynn Rajene Guidry, Student

Grant Gunn, CPA

David Henry, CPA

Hoang Anh Ho, CPA

Saabiq Mustafa Hossain, CPA

William David Housewright, CPA

Doron Dun Hu, CPA

Miranda Taylor Hugie, CPA

Ahmer Imam, CPA

Daniela Ivanova, CPA

Paul Michael Ives, CPA

Natalie Johnson, Student

Daniel Thomas Kampfer, CPA

Michael Shawn Kamra, CPA

Ju H. Kim, CPA

Courtland Marie Klein, CPA

Preston Ian Klein, CPA

Rhoda Klopfenstein, Affiliate

Shino Annie Koshy, CPA

Alexander Edward Lane, CPA

Tram Thi Mai Le, CPA

Seth Andrew Leblanc, CPA

Alison Ledbetter, Student

Caroline Mee Lee, CPA

Juan Hezkiel Liem, CPA

Shi Yuan Lim, CPA

Willie Wei Sheng Lim, CPA

Xu Lin, CPA

Justin Reed Littlefield, CPA

Yi Lu, CPA

Jonathan Leith Maher, CPA

Nicholas David Massie, CPA

John Lawrence Mcwilliams, CPA

Paige Elise Mellen, CPA

Amanda Laine Miles, CPA

Jenna Marie Miller, CPA

Wilmot Wolapaye Mitchell, CPA

Jana Elise Mura, CPA

Franklin Glenn Murphy, CPA

Rhea Myers, Affiliate

Philip Chanchai Noinaj, CPA

Katelyn Taylor Oakes, CPA

Gavin Daniel O’Brien, CPA

Kayla Marie Pandzich, CPA Mackenzie Lauren Pask, CPA

Deny Paul, CPA

Margaret Rose Peterman, CPA

Rachel Joy Pierson, CPA

Melinda Diane Pitcher, CPA

Joshua Scott Polley, CPA

Lane Michelle Poquette, CPA

Barbara Jeanne Rhoades, CPA

Kalyn Stells Rivero, Student

Kevin Rockecharlie, Affiliate

Natalie Nicole Sawall, CPA

Casey Scarborough, Student

Alec Scholl, Student

Tara Marie Schwehm, CPA

Deana Lee Serracino, CPA

Jeffrey Norman Servais, CPA

Suketu Naresh Shah, Student

Meagan Sij, Student

Taylor Koror Simmonds, CPA

Keila Steel, CPA

Lindsay Clark Strittmatter, CPA

Alyssa Nicole Swan, CPA

Aida Tajahmadi, Student

Byanca Trevino, Student

Andrew Benton Veazey, CPA

Parker John Wagner, CPA

Longlong Wang, CPA

Gavin Wirtzberger, Student

Alyssa Louise Witter, CPA

Alexander Benjamin Wrobel, CPA

Le Yang, CPA

Megan Michele Young, CPA

Chun Zhang, CPA


Practices For Sale


Practices For Sale in North Texas: gross revenues shown: Keller Tax & Bkkpng $463K; SW of Ft. Worth CPA $608K; NW of Dallas CPA $705K; NE Texas CPA $209K; E/SE CPA $290K. Availalbe after 4/15/21 – Colony/Frisco Area CPA $158K; S. Tarrant Co. CPA $87K. 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.

A Word from Our Sponsors

D CEO Offers Free Subscriptions

to Renewing Members


TXCPA membership renewal letters are going out now. In addition to all of the many existing benefits of association membership, 2021-22 membership renewal will include a free one-year subscription to D CEO Magazine. Renew now and start enjoying D CEO in June.

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 online. Now is the perfect time to check your member profile and be sure we have all of the most accurate information on record, as well as your interest areas that help us best serve you. Your login information will be the same username and password as your member login at tx.cpa. 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. Learn about criteria and make a nomination online through May 3.


For more information, contact Holly McCauley.




TXCPA’s Political Action Committee (CPA-PAC) works year-round to protect TXCPA members by researching and supporting CPA-friendly candidates. Being a part of this critical effort is never easier than making a PAC contribution with your annual Society dues. Be sure to include CPA-PAC with your voluntary contributions when you pay your membership dues. Thanks for your support of the CPA profession in Texas!


The 87th Texas legislative session is underway in Austin and we’re keeping you up-to-date on the latest announcements important to Texas CPAs. Make sure to check out our Legislative Session page on the website for up-to-the-minute news, TXCPA legislative agenda information, notable dates, volunteer information and more. You can also read Last Week in the Legislature from TXCPA’s Director of Government Relations and Special Counsel Kenneth Besserman for more insight on the legislative session.