Dallas CPA Society

December 2018 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Giving Back
  • Announcements
  • Membership
  • Classifieds

Chairman’s Message

By Tim Pike, CPA

Giving back is one of the pillars of the Dallas CPA Society mission. I am humbled by the generosity of our members in our Month of Giving! Through 6 events, 46 of our members gave their time and considerable effort to positively impact the North Texas community. Whether it was assisting food pantries, preparing sandwiches for the city’s homeless, or supporting the Dallas Police Department and a respected mentoring organization, our members contributed to our community that has supported us!
In recognition of the charitable activities of our younger members, the DCPAS has collaborated with the Dallas Foundation to create the Young Philanthropy Award. The three finalists for this honor are Alison Daubert, Emily George and Tania Sederdahl. Who will win the first ever Dallas CPA Society
Young Philanthropy Award? Find out at our Annual Meeting of Members on January 16, 2019, as we present the inaugural prize.
December social happenings include our Annual Holiday Party , taking place at Park City Club on December 13 th , and a Brown Bag Lunch Series event on December 19 th . Check out the articles on these great events elsewhere in the newsletter and join us!
We have a couple of excellent CPE opportunities for you this month:
Registration for Convergence 2019 will open before the end of the month, so watch your email inbox and our website, and be ready to take advantage of Early Bird pricing for this event that you won’t want to miss.
As we come to the end of the 2018 year, let me wish all of you the happiest of holiday seasons and every possible success in the new year!
Tim Pike, Chair
2018-19 Board of Directors

Controller/CFO CPE Series
December 7, 2018

The Dallas CPA Society is pleased to present the 2018-2019 Controller/CFO CPE Series. These four-hour sessions will investigate various issues experienced in accounting through a functional, rather than industry, lens. This popular series is designed for Controllers, CFOs, Treasurers, Directors of Accounting and those who would aspire to these positions.

Join us for this upcoming class on December 7 th .

Advanced Excel:
Pivot Tables, Data Visualization and Dashboards
Presented by
Jennifer G. Johnson, CPA, CGMA
Senior Lecturer, University of Texas at Dallas

Course Description: This course is focused on the use of advanced features and presentation of data in Excel. We will work with Pivot Tables to maximize their powerful features from sorting, grouping and calculating through to pivot table charts. Additionally, participants will be introduced to the concepts of data visualization and dashboards in Excel. Data visualization is the idea of preparing data and presenting information in ways that are visual and able to be quickly understood. Dashboards are one of the common forms of data visualization. During this course we will learn about and practice preparing dashboards in Excel.

This course is designed for those that have a strong foundation in Excel and are ready to move to advanced features. This course is based on Microsoft Excel 2016 for Windows. Sample files and a manual will be provided and attendees are invited to bring their own laptop to follow along and practice during class.

Learning Objectives:
Pivot Tables: The learning objectives related to Pivot Tables include learning the following features, commands, and presentations:

  • How to work with fields in a pivot table to add more, rename, duplicate, and format the fields
  • How to control totals and subtotals within a pivot table
  • How to group pivot tables numerically and alphabetically, by dates, and in an ad hoc manner
  • How to sort, filter and slice data in a pivot table
  • How to add and modify calculated fields in a pivot table and how to add a calculated item
  • How to refresh and update data within a pivot table
  • How to present polished pivot tables and pivot table charts

Introduction to Data Visualization & Dashboards : The learning objectives for data visualization and dashboards including the following:

  • Gaining an understanding of the basics of data visualization
  • Learn guidelines for presenting data to users
  • Understand ideas and concepts for a dashboard including dashboard parts, linking and use of charts and images
  • Gain insight into preparing a dashboard representing financial information

Date: Friday, December 7, 2018
Time: 8am-12pm
Location: Dallas CPA Society Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251

Course #: 19240722
CPE Credit Hours: 4
Category: Advanced/Technical
Prerequisites: Intermediate Understanding of Excel
Cost: $25 / DCPAS Members
$125 / Non-Members

Register Now for this exciting seminar!

Member Appreciation CPE Series
December 18, 2018

Join your fellow DCPAS members for the very popular
Member Appreciation CPE Series
Tuesday, December 18, 2018
in the
Community Room
of the
Communities Foundation of Texas
5500 Caruth Haven Lane
at North Central Expressway
Dallas, Texas 75225

Don’t miss this outstanding session:

A Transactional Approach to Tax Reform
Brady Cox , Jackson Walker LLP
Jason Freeman , Freeman Law PLLC
Willie Hornberger , Jackson Walker LLP

Course Description:
Speakers Brady Cox and Willie Hornberger of Jackson Walker LLP, and Jason Freeman of Freeman Law PLLC will analyze the Tax Cuts and Jobs Act of 2017 and recently issued IRS guidance from a practical transactional perspective. The Act, which represents the most significant tax reform since 1986, will have a major impact on individuals and businesses—both domestic and foreign. This program will focus on how the Act impacts existing structures and businesses and how it affects estate planning considerations for business owners. The seminar will specifically address the impact of the Act’s corporate and pass-through tax changes, as well as its overhaul of the international tax system and changes made to the estate tax. The program will also consider the impact of state taxes after the Act. The program will focus on these fundamental questions: What do you need to know now? What is the impact of the Act on existing structures and on business owners? How does the Act change business decisions going forward? How does the Act affect state tax considerations? How does the Act impact the estate planning considerations of business owners?

Learning Objectives:
Participants will:
1) Understand the major changes brought about by tax reform;
2) Learn about fundamental changes to corporate, pass-through, and
international taxation;
3) Gain an awareness of potential tax planning opportunities;
4) Gain insight into how transactions and structures may be impacted by tax
reform and how to respond to changes made by the Act; and
5) Gain insights into how tax reform will affect state taxes.

Course #: 19120615
CPE Credit Hours: 4
Date: December 18, 2018
Time: 1pm-5pm; Registration begins at noon
Location: Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas, TX 75225
Cost: $25 / Member
$150 / Non-Member

Use this link to register for this CPE Seminar.

Save the date for the final
2018-19 Member Appreciation CPE Series event:
Tuesday, January 8, 2019

Young Professionals CPE Breakfast
January 9, 2019

The Dallas CPA Society’s
Young Professionals Group
invites you to a

YPG Leadership Breakfast
Wednesday, January 9, 2019
Park City Club
5956 Sherry Lane, 17 th Floor
Dallas 75225

Come and hear
Kendall Helfenbein
CFO, Mint Dentistry

The New Science of Positive Psychology/
Psychiatry and How it Leads to Success

Course Description
Psychology and Psychiatry have always focused on illness with the goal of returning the patient to normal or average. This new field of science which was started just 20 years ago focuses on positive emotions and behavior with the goal of understanding how to strive for a more fulfilling life. Happiness, it seems, leads to success, and it can be said that success orbits around happiness. Strive first to be happy in the present, and you are more likely to become successful. Success will not lead to happiness.

The speaker will draw on many sources to give you a daily guide to increase your positive thinking and happiness and greatly improve your chances of success. The inspiration for this topic was “Positive Psychology 1504”, Harvard’s groundbreaking course and “the most popular course in the history of Harvard University”. Harvard’s class is taught over 27.5 hours and teaches empathy, friendship, love, achievement, creativity, spirituality and humor. Penn now offers a Masters Degree in Applied Positive Psychology, and many other universities are planning the same. Let’s focus on the positive not the negative for 50 minutes, what do you say? Those in public accounting really, really need this class…

Learning Objective
Learn the 5 daily steps to increase your happiness and the 6 factors for total well-being. The goal is to increase your happiness which is scientifically proven to increase your success in all aspect of life.

Course #: 19540813
CPE Credit Hours: 1.5
Date: January 9, 2019
Time: 7:30am
Location: Park City Club
5956 Shery Lane, 17 th Floor, Dallas, TX 75225
Cost: $25

To Register, click here.

DCPAS – Ethics Courses
January – February 2019

The Dallas CPA Society is pleased to offer the required, State-approved, 4-hour Ethics course, 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.
19600814 – January 23, 2019
19600914 – February 19, 2019

Time: 8:00am-12:00pm

Dallas CPA Society
12400 Coit Road, Suite 750
Dallas TX 75251

Level: Basic
Prerequisite: None
Format: Classroom
Credit Hrs. Four (4)
Sponsor No. 441
Cost: $120 (Member)
$150 (Non Member)

To register for these courses, please click here.

Business & Industry Committee Announces
Blockchain Event – SAVE THE DATE!

On February 26, 2019, the Dallas CPA Society, Dallas Bar Association and Financial Planning Association will present a CPE event on the topic of Blockchain, followed by a networking reception. Mark your calendars and watch for more details and the opening of registration.


Convergence 2019

Save the Date!




The Dallas CPA Society is pleased to announce its

hallmark event of the year



Monday, April 29, 2019

Omni Frisco Hotel at

The Star


You liked it so much, we’re going back!

Join us in April at the international headquarters of the

Dallas Cowboys!


Circle the date on your calendars

and plan to attend the premier

accounting CPE event

in North Texas!


Watch this newsletter and your email inbox

for the opening of registration.

Thank You to Our Convergence 2019 Sponsors


Dallas Chapter Holiday Party
December 13, 2018

Come and enjoy some holiday cheer with your fellow DCPAS members at the Dallas CPA Society’s Annual Holiday Party, December 13 th , 6pm-8pm at Park City Club. Please RSVP here.

The Brown Bag Lunch Series is Back!
December 19, 2018

Are you a working CPA parent who finds
evening events a challenge due to family responsibilities?
Or just curious about how others balance work, play and family?

Bring your lunch and
join your fellow CPAs for a
White Elephant Party
and an opportunity to share ideas
on how to have stress-free holidays

December 19, 2018
Dallas CPA Society 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 for this event,
but please RSVP here to let us know you’re coming.
See you there!


DCPAS Annual Meeting of Members
January 16, 2019

Join us for the
Dallas CPA Society’s
Annual Meeting of Members
Wednesday, January 16, 2019
Reception: 5:30pm
Dinner: 6:00pm

Royal Oaks Country Club
7915 Greenville Avenue
Dallas, Texas 75231

Cost: $30.00

Keynote Speaker:
Dave Lieber

Dallas Morning News Watchdog Columnist,
Nationally-known humorist,
and one of America’s
top storytelling experts
will present

Moving to Texas: Is the Bark Worse than the Bite
a true love story about Texas based on Dave Lieber’s book,
The Dog of My Nightmares

Laugh and enjoy as Dallas Morning News Watchdog columnist Dave Lieber
shares a story we can all relate to – millions of newcomers
have moved to Texas in the past two decades.
How do they fit in? How do they learn about our culture?
How do we welcome them?

Click Here to Register

Legislative Affairs Committee Hosts Reception
January 16, 2019

The Dallas CPA Society’s
Legislative Action Committee
invites you to attend
a cocktail reception
prior to the DCPAS Annual Meeting of Members

January 16, 2019
Royal Oaks Country Club
7915 Greenville Avenue
Dallas, Texas 75231

Cost: $35*
for a complimentary beverage
and the opportunity to hear a special,
Surprise Speaker

To register for this event, click here.

* This constitutes a donation to the CPA-PAC and is not tax deductible.

Giving Back

DCPAS Young Philanthropy Award
Finalists Announced

The Dallas CPA Society and The Dallas Foundation are pleased to announce the finalists for their first Young Philanthropy Award. These outstanding individuals are:

Alison Daubert
Montgomery Coscia Greilich LLP

Emily George

Tania Sederdahl
Bland Garvey LLP

The Young Philanthropy Award was created to recognize the the outstanding contributions of CPAs under the age of 40. The inaugural award will be presented at the DCPAS Annual Meeting in January.


Save your CPA License!


Dallas CPA Society Announces
2019 Leadership Nominees
The Dallas CPA Society Nominations Committee is pleased to announce its slate of officer nominees for the 2019-20 year.

Jason Freeman

Kenny Broom

DCPAS Directors
Donovan Miller
Robert Goudge

TSCPA Directors
Art Agulnek
Kenny Broom
Janae Chamblee
Sam Cheng
Neely Duncan
Sharon Lukich
Donovan Miller
Bill Moss
Skip Muller
Mitch Perry
Jeff Weyandt

Nominations Committee
Steve Aman
Kenny Broom
Janae Chamblee
Nancy Waggoner

These nominations will be voted on by the membership at the Annual Meeting of Members on January 16th.

Congratulations to the Dallas Business Journal’s

2018 CFO of the Year Award Winners!

The Dallas CPA Society wishes to recognize the following winners of the prestigious 2013 Dallas Business Journal CFO of the Year awards:
Miguel Molina, Avocados From Mexico
Sharen Jackson, City of Southlake, Texas
Large Companies
Denise Paulonis, The Michaels Companies
Upper Middle Market
Craig Storey, VARIDESK LLC
Mark Wheelis, Pogue Construction
Core Middle Market
Charlie Campbell, Hillwood
Lower Middle Market
Daniel Reynolds, Calloway’s Nurseries Inc.
Closely Held
Mark McClanahan, Banner Oak Capital Partners LP
David Bornowski, YMCA of Metropolitan Dallas


Scholarship Winner Spotlight
Each month, we will spotlight one of this year’s Dallas CPA Society Scholarship winners. Join us this month in getting to know University of Texas at Dallas (UTD) graduate accounting student, Kenny Nguyen, and welcoming him to the Dallas CPA Society.

Kenny Nguyen is a first-generation college student with big goals and the plans to reach them. He has set his sights on becoming a Director or Partner in a public accounting firm. The first step in his plan to reach that goal is to obtain a job offer from PwC, where he interned over the summer, get his CPA license and work in the firm’s Private Company Service division.
Kenny received a Continuing Student Scholarship from UTD and has been on the Dean’s List there for the past two years. He has acted as Director of Finance/Marketing for the Association of Latino Professionals for America (ALPFA) and as Recruitment Chair for Chi Phi Fraternity. Kenny has also served as a Freshman Mentor, Orientation Leader for New Student Programs, Student Coordinator for the Student Organization Center, and a supplemental instructor in Finance & Managerial Accounting. He graduated with his BS in Accounting last May and will receive his Masters in 2019.
The Dallas CPA Society welcomes and congratulates Kenny Nguyen.

Congratulations Are in Order

Weaver recently made the following promotions: Kurtis Dixon to Partner, North Texas Business Tax Services; Matt Federle to Partner, North Texas Audit Services; and Jennifer Ripka to Partner, North Texas Audit Services.
Jason Cope has been promoted to Partner at Goldin Peiser & Peiser.
Congratulations to these outstanding Dallas CPA Society members!

Welcome, November New Members!

Shelby Elizabeth Allen, CPA
Amanda Marie Amanda, CPA
John Patrick Brady, CPA
Ying Lan Chen, CPA
Mu Chen, CPA
Brandson Lewis Clark, CPA
Carter Christian Flemmer, CPA
Sarah Gardner, CPA
Jessie Elizabeth Gorman, CPA
Michael Dallas Greenberg, CPA
Cody Helm, CPA
John Allen Heyde, CPA
Thomas Hineman, Affiliate
Jijo Jacob, CPA
Matthew L. Kelley, CPA
Emma K. Kennedy, Student
Christopher Michael King, CPA
Brian Paul Matthews, CPA
Ryan C. Mitchell, Student
Thomas Griffith Morris, III, CPA
Stephen Muhlenpoh, CPA
Andrew Muirhead, CPA
Jandel B. Nelvis, Student
Marcie June Pagel, CPA
Estefanny Hernandez Perez, Student Sharon Lynn Price, CPA
Vanessa F. Price, Student
Hamzeh Hussein Qattan, CPA
Nidhi Ranjan, Candidate
Lukas Andres Recio, CPA
Melissa Dawn Regan, CPA
Tait H. Sherrard, Student
Cassandra A. Thompson, CPA
Caroline Grace Willet, CPA
Patricia P. Williams, CPA
Lindsay A. Williams, Student


Partners In Education Committee

Seeks Volunteer Speakers


The Dallas CPA Society’s Partners In Education (PIE) Committee provides CPA speakers to address high school and college classes on the rewards of a career in accounting. If you are passionate about your work and would enjoy sharing your excitement with the next generation of financial professionals, contact Banicia Watts at bwatts@cpadallas.org, to have your name added to the list of DCPAS PIE volunteer speakers.


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: W. of Ft. Worth CPA $400K; Van Zandt Co. Tax & Accounting $200K; E. Dallas Suburb CPA $344K; N. of Denton CPA $232K; Denton Co Tax Clients $380K; W. Arlington CPA $60K; E/SE TX $290K; Dallas Area $900K; Carthage $108K; Grayson Co $395K. For more 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.


Plano CPA wanting to slow down – looking for partner. Gross $525,000. Acctg svc to niche market. No tax or audit. Reply: PlanoCPA18@gmail.com


Employment Opportunities

Plano CPA wanting to slow down – looking for CPA to become partner within a year. Acctg svcs to niche market. No tax or audit. 10 -20 yrs exper. CPA required.

Job includes meeting attendance and presenting financial reports at various locations in Metroplex. 3-5 meetings per month after 5:00 pm each month. No weekends.

Proficiency with Quickbooks, Excel and Outlook required. Time management, scheduling and planning skills are important. Ability to switch tasks efficiently will be very helpful.
Reply PlanoCPA18@gmail.com


TSCPA Exchange
Have you visited TSCPA Exchange ? Sign in with your TSCPA member login credentials, update your bio and add a profile photo. Then connect with colleagues through the member directory, ask a question on the main forum or provide feedback on a discussion thread. The ways to engage are endless and the more members who contribute, the more valuable the community becomes. Here are some helpful resources to get you started:
Quick Start Guide
Edit your email preferences

CPA-PAC Donors
Thank you to all who have supported the CPA-PAC this year! Your generosity has enabled the TSCPA CPA-PAC to support worthy candidates for statewide office as we enter the 2019 legislative session.
If you haven’t contributed yet, there is still time for you to do so . Help your chapter reach its 2018 fundraising goal and be part of the effort to continue a strong CPA profession in Texas.
Questions? Contact Diane Joiner , Manager, TSCPA Governmental Affairs.

Invite Others to Join TSCPA
As a TSCPA member, you know what TSCPA is all about. Help others learn more about what the organization offers to current and future CPAs, and how they can benefit from the collective power of 28,000 members working together to protect and promote the CPA license. Share with your nonmember colleagues about why you belong to TSCPA. Contact your local chapter if you are interested in helping with recruitment activities in your hometown: https://www.tscpa.org/membership/get-involved/chapters .

Depression Knows No Season
“This is supposed to be a joyous time of year, yet I feel angry one minute and plunged into despair the next. What’s wrong with me?”

You might be suffering from depression. ACAN, the TSCPA Accountants Confidential Assistance Network, offers confidential assistance. Call us at 866-766-ACAN. All we want to do is help. All you need to do is call!