Dallas CPA Society

August 2019 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Events
  • Convergence 2020
  • Giving Back
  • Membership
  • Announcements
  • Classifieds
  • Nonprofit News

Chairman’s Message

By Bill Sims, CPA

August in Dallas… The mercury is rising, swimming pools are filled with kids getting in that last escape from the heat before school starts, and TXCPA Dallas is hot at work planning a sensational year for our members.


We have several events coming up this month that you won’t want to miss. On the education side, our monthly Ethics class is scheduled for the afternoon of Aug. 14! This is a switch from our typical morning class, so if you’re not a morning person but still need your Ethics, this is the course for you! Jason Freeman will give a presentation, Leadership and Developing Your Story, at a Young Professionals Group CPE event on Wednesday, Aug. 21.


The Legislative Affairs Committee is holding a behind-the-scenes tour of The Star in Frisco on Monday, Aug. 12, benefitting the TXCPA-PAC. Tom Walker, CFO of the Dallas Cowboys, will lead this exploration of the international headquarters and practice facility of America’s Team. Capacity for this event is strictly limited, so register now for this entertaining and informative excursion. The Brown Bag Lunch Series reconvenes Tuesday, Aug. 13 with a panel discussion on work/life balance for working parents.  This is a great time for networking for those who find attending evening events a challenge.  On Thursday, Aug.15, Intuit is sponsoring our August Thirsty Thursday at Blue Mesa Grill on Montfort Drive. These monthly events are a great way to step out of the heat and enjoy some refreshments while building valuable relationships with your fellow Society members. For those who enjoy giving back to the community, our CPA Involvement Committee has been hard at work organizing community outreach events for the 2019-20 year. To start the year off, we will be providing assistance at Minnie’s Food Pantry in Plano on Saturday, Aug. 17. This outstanding organization provides free, healthy meals and red-carpet treatment to every person it serves. You can R.S.V.P. for this event by clicking here.


In the swelter of summer, it may help to focus on the cooler months ahead, and we are preparing a terrific slate of activities for the fall and winter. We will host four of our half-day Member Appreciation CPE Series events again this year. See the article with this year’s event dates elsewhere in this edition and mark your calendar. These seminars will take place at the Communities Foundation of Texas and will include the skilled speakers and trending topics that you’ve come to expect from this program. More will be revealed shortly, so watch for updates. Also, we’re happy to announce that we will be participating again this year in the St. Jude Walk to End Childhood Cancer on Saturday, Sept. 21. If you’re interested in walking with our team, read the related article below and click here to register your participation. There are many more educational, social and charitable events to come, so stay tuned…


We are very excited about the “hot” agenda of activities coming up, and we hope you’ll join us for all of them!


Until next month, stay cool!



Bill Sims, CPA

Chair, 2019-20


Ethics Courses

August – October 2019

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.

20600314 – Wednesday, Aug. 14, 2019, 12-4 p.m.

20600414 – Friday, Sept. 20, 2019, 8 a.m.-12 p.m.

20600514 – Friday, Oct. 18, 2019, 12-4 p.m.

Level: Basic

Prerequisite: None

Format: Classroom

Credit Hrs. Four (4)

Sponsor No. 441


$120 (Member)

$150 (Non Member)

To register for these courses, please click here.


Young Professionals Group Meeting and

CPE Event: Leadership and Developing Your Story

Wednesday, Aug. 21, 2019

TXCPA Dallas’

Young Professionals Group

invites you to a


Wednesday, Aug. 21

4:00 p.m.

in the

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas 75251

Jason Freeman

Managing Member, Freeman Law PLLC


Leadership and Developing Your Story

Course Description

This presentation will discuss leadership and professional skill development and will cover the identification and development of a personal “story.”

Learning Objective

This course will cover:

· Identifying your story

· Developing practical skills to improve professional performance

· Developing leadership skills

Course #: 20540323

CPE Credit Hours: 1

Date: Wednesday, Aug. 21

Time: 4:00 p.m.

Category: Basic/Non-Technical

Prerequisites: None

Location: TXCPA Dallas Training Facility

12400 Coit Road, Suite 750, Dallas, TX 75251

Cost: $0/DCPAS Members


Register Here

2019-20 Member Appreciation CPE Series

Save the Date!

TXCPA Dallas’

2019-20 Member Appreciation CPE Series

will begin in October.

Mark your calendars and watch for

the opening of registration for events

to be held on these dates:

Tuesday, Oct. 22, 2019

Tuesday, Nov. 12, 2019

Thursday, Dec. 19, 2019

Wednesday, Jan. 8, 2020

All seminars begin at 12:30 p.m. at the

Communities Foundation of Texas

5500 Caruth Haven Lane

Dallas, TX 75225

Legislative Affairs Committee Fundraiser

Tour of The Star in Frisco

Monday, Aug. 12, 2019

TXCPA Dallas Legislative Affairs Committee

invites you to tour

The Star

Monday, Aug. 12

4:30 p.m.

9 Cowboys Way

Frisco, Texas 75034

Tom Walker, CFO of the Dallas Cowboys Football Club,

will lead an exclusive, behind-the-scenes tour of the

Cowboys’ international headquarters

and state-of-the-art practice facility,

The Star in Frisco.

Cost per ticket: $100

(100% of the ticket price benefits the TXCPA-PAC)

To register, click here.

Capacity is limited, so Register Now!

You can also help to support your profession and protect your license

by donating to the CPA Political Action Committee fund.

To make a contribution, click here.


Brown Bag Lunch Series Event

Tuesday, Aug. 13, 2019

Are you a busy working professional

who is unable to attend evening events

but still wants to connect with fellow members?

Our Brown Bag Lunch Series is designed to be

an informal discussion venue for maintaining

work/life balance in a stressful world.

Bring your lunch and

join your fellow CPAs for a

networking event and interactive panel discussion

on how to maintain work/life balance

as a working parent.

Tuesday, Aug.13


TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas 75251

You will need to bring your own lunch for this event.

Drinks and dessert will be provided.

There is no charge,

but please RSVP here to let us know you’re coming.

See you there!

Can’t attend, but would like to receive updates on future events?

Contact our Membership Committee Chair Angela Banks.


August Thirsty Thursday

Thursday, Aug. 15, 2019

Join us for our monthly networking event on

Thursday, Aug. 15

6-8 p.m.


14866 Montfort Drive

Dallas, TX 75254

(Plenty of parking, including an underground garage!)

This event is sponsored by



There is no cost,

but please click here to let us know you’re coming.

All TXCPA Dallas members are welcome!

See you there!

Convergence 2020

Convergence 2020

Thank You to Our Sponsors


Giving Back

Community outreach is a major part of the mission of TXCPA Dallas. We offer several occasions throughout the year for those interested in giving back to participate in charitable activities. If you would like to contribute your time and effort to a worthwhile cause, here is a list of upcoming opportunities where you can be of service:

Minnie’s Food Pantry

Saturday, Aug. 17

Over the last decade, Minnie’s Food Pantry has been providing healthy meals, educational resources and red-carpet treatment to every person that has walked through its doors. TXCPA Dallas chapter will be working at Minnie’s Food Pantry (681 E. 18th Street, Plano 75074) on Saturday morning, Aug. 17. Volunteers should arrive at 8 a.m. and plan to stay until noon. Tasks will include: interacting with clients, providing concierge service to clients, cart running, preparing cold bags, unloading trucks, stocking shelves, sorting items, preparing boxes, administrative tasks, etc.


St. Jude Walk/Run to End Childhood Cancer

Saturday, Sept. 21

On Saturday, Sept. 21, we will celebrate our third year of participation in the St. Jude* Walk/Race to End Childhood Cancer. If you would like to join TXCPA Dallas team, click here, click “Register and Join a Team”, log in or create an account, and join Team “TXCPA Dallas”. Thanks in advance for your registration, and we look forward to seeing you on Race Day, Sept. 21!

* For more information on the St. Jude Children’s Research Hospital, check out this website.

If you are interested in being a part of these events, you can register your participation by clicking here.

Remember to check out our website regularly to see what new and worthwhile charities we’ll be supporting next.

Welcome, New Members!

Inez Aguirre, Candidate

Fariha Farhana Ahmed, Student Musthafa Imran Ahmed, Student Kimberleigh Rachelle Allen, Affiliate Deepthi Ganendhra Amaradasa, CPA Omar Mohammad Asfour, CPA

Delisa Bailey-Bascue, Affiliate

Sarah Elizabeth Barlow, CPA

David Christian Bell, CPA

Moroni Rodrigues, CPA

Ryan S. Brockway, CPA

Catherine Bromley, CPA

Joshua Lee Brookshire, CPA

Kirsten Lee Burbridge, CPA

Megan Burks, Affiliate

Austin Jarroll Burlew, CPA

Eliza Ann Carey, CPA

Joshua Patrick Castille, CPA

Shih Sen Chou, CPA

Kelli Dawn Cousins, Candidate

Michael Murray Cunningham, CPA Nehemiah Donte Davis, CPA

Danish Dawood, CPA

Niral Satish Desai, CPA

Monte Christopher Dover, CPA

Taylor Mathias Drake, CPA

Li Du, Student

Kai Fu, Student

Justin Andrew Gardner, CPA

Justin Givens, Student

Scott J Gorby, Affiliate

Gevin Rand Greer, CPA

Connor Hall, Candidate

Hussam Eddin Hasan, CPA

Craig Steven Hernandis, CPA

Lei Hong, Student

Erika Howell, Candidate

Thomas F. Huang, CPA

Shaheryar Ijaz, Student

Zhanna Maratovna Ishmurzina, CPA Minna Kim Isiminger, Student

Yanxia Jiang, CPA

Yn Jiang, Student

Alexander Devon Jones, CPA

Joshua Adam Kainrad, CPA

Paul Khamnouane, Candidate

Minjae Kim, CPA

Glenarie Krote, Student

Aparaaajitha Kumar, Student

Trenton Kohl Lafrano, CPA

Xiaoguang Lang, CPA

Francisco Javier Lara, Student

Xiaoting Li, CPA

Xiaohuan Li, Student

Dongqi Liu, CPA

Xinyi Liu, CPA

Jiahui Lu, CPA

Ceresa Devon Maki, CPA

Xudan Mao, CPA

Shannon Kathleen Mcavoy, CPA

Kyle Mckay, Student

Ignacio Jose Mendoza, Student

Fanji Meng, CPA

Jacob Thomas Mercer, CPA

Mutan Michaeli, Student

Torian Tully Monroe, CPA

Cindy Cecilia Moreno, CPA

John Thomas Murphy, CPA

Johan Noren, CPA

Stephen Glenn O’Neal, CPA

Arti Parekh, Candidate

Marisa Portillo, CPA

Roger Rainey, CPA

Swapna Reddy, Student

Trevor Reichardt, CPA

Samuel David Richter, CPA

Jason Edward Rodda, Student

Andrea Galeazzi Rosillo, CPA

Ann Elizabeth Routh, CPA

Michelle DeBorde Sandmann, CPA

Emily Elizabeth Scarsella, CPA

Alexandra Schoeffer, Candidate

Joshua Caleb Shirey, Student

Bryce Steven Smith, CPA

Christina Sneed, CPA

Austen Michael Sokolnik, CPA

Alicia Spalding, CPA

Zheng Li Stobaugh, Student

Bailey Kate Stone, Student

Brandy Strack, Candidate

Reena Thomas, CPA

Tiffany Tomeo, CPA

Chauquin Tu, Student

Isaac Rafael Urias, Student

Joseph Vincent, CPA

Kyle Matthew Virdin, CPA

Chad Waldron, CPA

Yijin Wang, Student

Jin Wang, Student

Kangning Wang, Student

Jared Kyle Webb, Student

Luke Allen Wheeler, CPA

Meredith Auburn Wilder, Candidate Rachel Wolf, Candidate

Siying Wu, Student

Matthew Thomas Wyder, CPA

Hao Yiang, Student

Yan Yincheng, Student

Yujie Zeng, Student

Xuena Zhang, Student


2019-20 TXCPA Dallas Scholarship Winners

TXCPA Dallas promotes accounting as a career choice. An important component of this mission is to provide financial support to junior, senior and graduate accounting students at local universities who aspire to becoming CPAs.

Over the last 18 years, approximately 120 outstanding students have been selected by the Scholarship Committee to receive a total of approximately $180,000 in scholarships. This program exists because of the generous donations to TXCPA Dallas Scholarship Program made by hundreds of members over the years.

We are proud to announce the 2019-20 TXCPA Dallas Scholarship winners:


Olamiposi Ajayi

University of North Texas


Hayden Becker

University of Texas at Dallas


Zachary DeCamp

University of Texas at Dallas


Matthew Miller

University of Texas at Dallas


Belinda Nunez

University of Texas at Dallas


Darshan Patel

University of Texas at Dallas


Andrew Ramsey

Southern Methodist University


Katie Ricketson

University of North Texas


David Volosen

University of Texas at Dallas


Cecelia Weigman

Southern Methodist University


Congratulations, TXCPA Dallas Scholars!


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: Mansfield CPA $555K; E. Texas $266K; S. Dallas/Oak Cliff Area CPA $240K; East TX CPA $488K; Irving CPA $59K; Plano CPA $406K; Northern Collin Co. CPA $525K; Abilene CPA $367K; E. Texas (Tyler/Longview Area) CPA $801K; Ft. Worth (TCU/Zoo Area) CPA $687K; E/SE CPA $290K; Grayson Co. CPA $395K; E. Dallas Suburb CPA $345K; NE Texas CPA $209K; N. Dallas CPA $640K; Richardson CPA $117K. 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.



Employment Opportunity


Controller (CPA)

Ready to make a difference EVERY day? This is more than a job – this is an opportunity to bring what you do to life! We have an amazing opportunity for an innovative individual to join our team who is committed to team and community growth and development. Learn more about what we do by clicking this link: https://www.prescs.org/

Come make a difference with us!


• To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:

• Analytical—synthesizes complex or diverse information.

• Problem solving—identifies and resolves problems in a timely manner and gathers and analyzes information skillfully

• Oral communication—speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings.

• Delegation—delegates work assignments, gives authority to work independently, sets expectations and monitors delegated activities

• Management skills—includes staff in planning, decision-making, facilitating and process improvement; makes self available to staff; provides regular performance feedback; and develops subordinates’ skills and encourages growth.

• Quality management—looks for ways to improve and promote quality and demonstrates accuracy and thoroughness

• Judgment—displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions

• Planning/organizing—prioritizes and plans work activities, uses time efficiently and develops realistic action plans

• Safety and security—actively promotes and personally observes safety and security procedures, and uses equipment and materials properly

• Must be highly proficient in MS Word, Outlook and Excel (demonstrated ability to utilize “pivot tables”, “look ups”, “sums if”s”, etc.)

• Ability to comply with the Resident & Patient Bill of Rights and the Employee Responsibilities


• Previous experience in Senior Living, Hospital or Healthcare highly preferred

• Must have previous experience as Controller or Assistant Controller (equivalent technical experience will be considered)


• Previous supervisory experience of both exempt and non-exempt staff required

• Ability to recruit, hire, train, develop and provide corrective action/coaching to direct reports required


• Bachelor’s Degree in Accounting (required)

• CPA (required)

• Master’s Degree (highly preferred)

Please apply at: http://jobs.ourcareerpages.com/job/457124?source=emailJobToAFriend

Nonprofit News

From the Communities Foundation of Texas


Calling all Advisors, we are excited to be rolling out new opportunities for you and your practice to connect with Communities Foundation of Texas throughout the coming year:


CFT and Your Guide to Charitable Planning Session: 1-hour overview of CFT funds and services to help you navigate the best solutions for your client’s or your own charitable needs.


GiveWisely Workshop for Advisors: 1.5-hour interactive presentation includes best practices & tools for your practice to engage clients through values-based planning techniques.


We have selected dates in the summer and fall to hold these sessions at CFT but both are available for a customized date at your office. If you are interested in learning more, or booking a session for your firm, please contact Kathryn McGill at kmcgill@cftexas.org or 214-750-4145.


TXCPA Chapter Tip Sheet


To the members who paid their 2019-20 dues: congratulations! You have made a wise investment in your professional development.

To those who haven’t: Renew your membership investment today to reactivate your member savings on CPE and reconnect to the valuable benefits of belonging to TXCPA:

· Advocacy for your license

· A connection with fellow members through TXCPA Exchange

· Access to thousands of timely and convenient CPE options, including free Ethics CPE online and an all-inclusive “buffet” of online courses for only $199.

· And more!


If your employment status or chapter has changed, please contact us so we can discuss your personal membership options.


TXCPA social media outlets (Facebook, Twitter, LinkedIn, Instagram) are constantly updated to keep members and the public aware of news, issues and announcements regarding the Society and the profession. Members can like, follow and join TXCPA’s social media pages.