TXCPA Dallas

December 2019 Newsletter


In This Issue…

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

Chairman’s Message

By Bill Sims, CPA

Here we are in December; arguably, the busiest month of the year. Filled with holiday preparations and festivities, most of us find our December calendars bulging with activity! At TXCPA Dallas, our December is much like yours. Between classes, committee meetings, scheduled events and planning for those coming up, this month is overflowing!


December is great for continuing professional education. On December 19, the third installment of our 2019-20 Member Appreciation CPE Series takes place at the Communities Foundation of Texas. This event will include sessions on the Texas Sales and Use Tax, a state tax update, successor/officer liability and voluntary disclosures. We also offer our monthly Ethics course on December 6, so if you’re in need of CPE credits, we’ve got you covered.


On December 10, we look forward to seeing you at Park City Club for our annual Holiday Party. This TXCPA Dallas tradition has become one of our most popular social events. The beautifully appointed venue will sparkle, the refreshments will be delicious and plentiful, and the company will delight you. There’s no charge for this event; we only request an RSVP. I hope to see you there.


December will mark the opening of registration for Convergence 2020, which will be held in the Omni Frisco Hotel, with the luncheon located on the practice field of The Star, the Dallas Cowboys’ international headquarters. We will announce the registration opening soon, and we anticipate a high volume of response, so watch your inbox and enroll early to guarantee your space at the Early Bird price for this not-to-be-missed event.


This month we introduce our slate of 2020-21 leadership nominees, which you’ll find elsewhere in this edition. Voting to confirm these outstanding TXCPA Dallas members will happen at the Annual Meeting of Members on January 29 at Royal Oaks Country Club.


Giving back is one of the pillars of TXCPA Dallas mission. I am humbled by the generosity shown by our members in November, TXCPA’s Month of Giving. In five charity events, 22 TXCPA Dallas members gave their time and considerable effort to positively impact the North Texas community. In the course of three Feed the City events, our volunteers helped make nearly 12,600 sandwich meals for the homeless. Whether it was preparing food for our underprivileged neighbors, supporting the vision of a respected mentoring organization or a local child welfare agency’s holiday gift drive, our members contributed generously to the community that has always supported us.


As this year and decade draw to a close, on behalf of TXCPA Dallas, let me thank you for your continued participation and support. Together, we’ve made it a great year. Let’s go forward now into an even better 2020!


Happy Holidays to you and yours!


Bill Sims, CPA

2019-20 Board Chair


Ethics Courses – LIVE!!!

October – January 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.

20600714 – Friday, Dec. 6, 8 a.m. – 12 p.m.

20600814 – Wednesday, Jan. 22, 12:00 p.m. – 4:00 p.m. 

20600914 – Wednesday, Feb. 19, 8 a.m. – 12 p.m.


Level:  Basic

Prerequisite: None

Format: Classroom

Credit Hrs. 4

Sponsor No. 441

Cost: $120 (Member)

$150 (Non Member)


To register for these courses, please click here.


Member Appreciation CPE Series

Thursday, December 19, 2019


Plan to join your fellow TXCPA Dallas members for the very popular

Member Appreciation CPE Series

Thursday, December 19, 2019

12:30 p.m. – 4:30 p.m.

in the

Community Room

of the

Communities Foundation of Texas

5500 Caruth Haven Lane

at North Central Expressway

Dallas, Texas 75225

Don’t miss these outstanding sessions:


Sales Tax Exemptions You (Possibly) Aren’t Aware Of

Steve HanebuttFounder and Managing Principal, Sales Tax Specialists of Texas

Course Description: The course will cover the major exemptions available to taxpayers in Texas with the greatest potential for savings including some of the less well-known exemptions for specific industries as well.

Learning Objectives: The participant should come away from the presentation having a basic working knowledge of eight fundamental areas for potential savings of sales tax. They should be able to identify individual taxpayers eligible to claim these exemptions as well as a working knowledge of the nuances of the exemptions themselves.

Course Level: Basic/Technical

Prequisites: None


Turbulence in Texas Tax: Recent Developments Keep Taxpayers & Tax Professionals on the Edge

David ColmeneroPartner, Meadows Collier

Course Description: Recent developments at both the State and Federal level carry significant Texas tax consequences for many taxpayers. These developments can also present challenges for tax professionals advising or representing those taxpayers.

Learning Objectives: This presentation will provide an overview of recent judicial and administrative decisions and legislative changes, as well as a discussion of their potential relevance to Texas taxpayers. Learn of these significant recent developments and how they may affect your clients or business.

Course Level: Basic/Update

Prerequisites: None


Liability for State Tax Corporate Assessments

Danielle AhlrichPartner, Martens Todd Leonard & Ahlrich

Course Description: This presentation addresses the various ways in which individuals or entities may become responsible for the state tax debts of a business. We’ll cover officer and director liability, responsible individual liability, and liability that may arise by way of fraudulent transfer or the sale of a business.

Learning Objectives: Participants will learn:

  • When personal or successor liability may be imposed for the state tax debts of a business; and
  • To identify defenses that may be raised against these Comptroller assessments.

Course Level: Basic/Technical

Prerequisites: None


Voluntary Disclosures – Grabbing the Tiger by the Tail (Get to Them Before They Get to You)

Isreal MillerCounsel, Gray Reed & McGraw LLP

Course Description: This presentation will be an overview of voluntary disclosure agreements that are available in Texas for unclaimed property, state taxes, and failure to register a foreign entity. The presenter will include stories from personal experience in this area.

Learning Objectives: The objective is to familiarize CPAs with the opportunities available at the state level in Texas for resolving tax issues before the taxpayer is audited.

Course Level: Basic/Technical

Prerequisites: None



Date:                     Thursday, December 19, 2019

Time:                    12:30 p.m. – 4:30 p.m.

Location:              Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas, TX 75225

Course #:              20120715

CPE Credits:         4

Category:              Basic

Prerequisites:       None

To register for this event, click here.

Save the date for the last seminar of the 

2019-20 Member Appreciation CPE Series events:

Tuesday, January 8, 2019

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

Communities Foundation of Texas

5500 Caruth Haven Lane

Dallas, TX 75225


TXCPA Dallas Holiday Party

Tuesday, December 10, 2019

Come and enjoy some holiday cheer

with your fellow Chapter members at

TXCPA Dallas’

Annual Holiday Party

Tuesday, December 10, 2019

6:00 p.m. – 8:00 p.m.

Park City Club

Please RSVP here

TXCPA Dallas


Wednesday, January 29, 2020

Join us for

TXCPA Dallas’

Annual Meeting of Members


Wednesday, January 29, 2020

Reception: 5:30 p.m.

Dinner: 6:00 p.m.


Keynote Speaker:

M. Elizabeth Reich



Chief Financial Officer

City of Dallas


Royal Oaks Country Club

7915 Greenville Avenue

Dallas, Texas 75231

Cost: $30.00

Click Here to Register.

Convergence 2020

Convergence 2020



TXCPA Dallas is pleased to announce its

hallmark event of the year



Monday, May 4, 2020


Omni Frisco Hotel at

The Star


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.

Convergence 2020

Convergence 2020

Thank You to Our Sponsors



Convergence 2020 Sponsorships are available!

Click here for details on how your company can participate.

Giving Back

Download the TangoTab App

Help Fight Hunger


In 2011, Andre Angel took his kids to volunteer at a food pantry less than two miles from his home. Andre witnessed something he could hardly believe: everyday Americans making ends meet by waiting in line to collect food for themselves and their families. This eye-opening experience sent him on a mission to end hunger.


​Fueled by his new-found passion and years of experience in business, Andre founded TangoTab as a fun, simple way to solve a serious, massive problem. With over 46.5 million Americans going to bed hungry every night, and over one billion meals dined out each week, connecting the dots was simple. By providing a meal to a local food charity every time he paired a hungry consumer with an empty table at a restaurant, what began as a complex issue evolved into a solvable problem.

To date, TangoTab has fed over three million people, but they need our help. Click here to find out more about this initiative and how easy it is to help Andre in the fight against hunger.


Welcome, New Members!

John Michael Adams, CPA

Sahil Shamsuddin Ali, CPA

Victor Armenta, CPA

Emily Barbara Basile, Student

Abby Elizabeth Behrens, CPA

Ashleigh Cait Bibby, CPA

Sydney Blaschke, Student

Juliann Elizabeth Bowling, CPA Jacqueline Amber Chavez, Student Shanting Chen, CPA

Daniel Arturo Cortez, CPA

Jonathan Cruz, Student

Chris Van Dang, Student

Nicole Lynn Dempsey, CPA

Kyle Towne Evans, CPA

Dariel Fagundo, CPA

Jose Antonio Fernandez, CPA

Torey Lynn Fernandez, CPA

Keeley Fillmore, Candidate

Schuyler George Floyd, CPA

Justin Dean Ford, CPA

Kimberly Ann Furrh, CPA

Hector Javier Garcia, Jr, CPA

John Patrick Gavin, CPA

Fernando Gonzalez, CPA

Tiffany Lynn Harrison, CPA

Mackenzie Paige Holdrich, Student Carter Michael Holmquist, CPA

Doris Huang, Student

Darren Thomas Jenkins, CPA

William L. Johnston, CPA

Khaled Kais, Student

Kai Kang, Student

Daniel George Kappayil, Student Jeffrey Kennedy, Candidate

Anosha Khan, Student

Youngeun Kim, Student

Duaa Mohammad Lafi, Student

Shaylyn Nicole Laney, CPA

Xia Li, CPA

Yibei Li, CPA

Xintong Li, Student

Jing N/A Liu, Student

Malorie A. Maloof, CPA

Jessa Manalo, CPA

Paul Mbugua, Student

Melanie Mccord Torres, Student Mauricio Mora, CPA

Emily Irene Minion, CPA

Sohail S. Mithani, CPA

Alejandra Motta-Alvarez, CPA

Hemali Siddharth Naik, CPA

Elvis James Nelson, CPA

Matthew Philip Nisson, CPA

Alex David Parish, CPA

Shruthi Shankar, Student

Taylor Lane Pederson, Student

Ashley Perez, Student

Jacob Michael Phillips, CPA

Jacqueline Holman Phillips, CPA Jefferson William Pitcock, CPA

Tyler Mark Prasifka, CPA

Vethavalli Ramakrishnan, CPA

Gabriela Ramirez, Student

Erik Ramirez Perez, CPA

Anirudhaa Rao Ravi, CPA

Alexandra Crew Reeder, CPA

Tonya Lynn Reese, CPA

William Edward Riley, CPA

Fernanda Rivadeneira, Student

John Caleb Robison, CPA

Jamaal E.A. Russell, CPA

Amanda Kaitlyn Salinas, CPA

Jordan Randall Schon, CPA

Katie Lynn Schutz, CPA

Yan Shen, Student

Cameron Hayes Shepherd, CPA

Caroline Harwood Sikes, CPA

Kaitlin Keegan Sluck, CPA

Kenneth Charles Smith, CPA

Bobby Wayne Smotherman, CPA

Farida Sodawaterwala, Student

Zhuying Song, CPA

Bruce Allen Sostak, CPA

Colin James Spreier, CPA

Yi Sun, CPA

Abigail Irene Teinert, CPA

Megan Marianna Toles, CPA

Gayle Gillian Torcato, Student Katherine Ann Trent, CPA

Heather Mckenzie Troy, CPA

J’Lynn Marie Vacek, CPA

Weikun Wang, Student

Sarah Wasikowski, Student

Shuwen Wei, Student

Katherine Joanne Westbrook, CPA Gregory Michael Winkler, Student

Sean David Workman, CPA

Meina Wu, Student

Xinyu Yang, Student

Yu-Shan Yu, Student

Ronald Kim Zielke, CPA

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 Texas at Dallas (UTD) graduate accounting student, Matthew Miller, and welcoming him to TXCPA Dallas. 


Matthew Miller is one hard-working fellow. Graduating magna cum laude with his B.S. in Accounting last May, he has stayed busy with his Masters studies, preparing for the CPA exam and running his own business. If all goes according to plan, he will receive his graduate Accounting degree, be a licensed CPA and on his way to full-time employment as a Tax Associate in the Master Limited Partnerships group at PwC, all by May 2020.


Matthew was a National Merit Scholar and has been on the Dean’s List at UTD. He was a Professional Program in Accounting participant, part of the Collegium V Honors College and is a member of Beta Alpha Psi. He worked as an accountant at Ighty Support LLC and has interned at Beal Bank and PwC, from which he received the previously-mentioned employment offer. He is also the owner of Double M Defense, a firearms shop in Allen.


One of the greatest needs Matthew has observed in our society is the need for financial literacy, as well as the harsh effects people suffer from the lack of it. His big dream is to open a business focused on providing financial advisory services to low- to middle-income families interested in simple financial guidance.


TXCPA Dallas welcomes and congratulates Matthew Miller.

Congratulations are in Order!


Greg Brown was recently promoted to Managing Director in Audit Services at Crowe LLP.


TXCPA Dallas Announces

2020-21 Leadership Nominees



TXCPA Dallas Nominations Committee is pleased to announce its slate of officer nominees for the 2020-21. These nominations will be voted on by the membership at the Annual Meeting of Members on January 29, 2020.



Sharon Lukich


Max Duplant

TXCPA Dallas Directors

Brandon Booker

Chris Hes

Mitch Perry

TXCPA Directors

John Baines

Chris Hes

Terri Hornberger

Ken Horwitz

Kirby Jackson

Donovan Miller

John Perkins

Ken Sibley

Bill Sims

Paul Willey

Nominations Committee

Aaron Borden

Kirby Jackson

Jennifer Johnson

Lisa Ong

Join TXCPA Dallas Referral Service

Let TXCPA Dallas Help You Grow Your Business!


As one of its member benefits, TXCPA Dallas offers a referral service. Members may become a part of this service by paying a small annual fee of $100. Those seeking the assistance of a CPA can call TXCPA Dallas and receive the name of a CPA closest to them with skills matching their needs. Our statistics show that 53% of callers who contact CPAs through the Referral Service become clients.


To learn more about the Referral Service, contact TXCPA Dallas at 972-960-8311.

TXCPA Dallas Has

Training/Meeting Space for Rent


Do you or an organization you know of need a space for training or other meetings? TXCPA Dallas has a large meeting and/or training space available for rent. The room is furnished with movable tables and seating for 46, and has an attached break area. It also comes equipped with an audio-visual system that can be used at an additional charge. Call TXCPA Dallas office today at 972-960-8311, to schedule your next event.


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: Mansfield CPA $514K; North TX CPA $1.060M; Texarkana EA $288K; The Colony Bkkpg $61K; Colleyville CPA $350K; E/SE CPA $290K; Grayson Co. CPA $365K; SW Arlington CPA $449K; NE Texas CPA $209K; N. Dallas CPA $640K; Canton/Athens Area EA $266K; Hurst CPA $364K; N. Collin Co CPA $525K; Abilene CPA $367K; Tyler/Longview Area CPA $787K; Burleson CPA $270K. 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.

Practices Sought


Addison CPA interested in purchasing small local CPA practice with monthly gross revenue between $1,000 and $4,000 with a business client base of at least 80%. Services include tax return preparation for business and owners, accounting, write-up, consulting, etc. I have just completed three successful buyouts, and I’m ready to acquire my fourth portfolio.


Please contact Scott at 972-960-8950 extension *# .

Office Space for Lease



  • Conveniently located in North Dallas – Coit & Beltline
  • Private, Secured & Ample space
  • Elevator Access, daily janitorial service
  • Security Service, Elevator Access
  • Rent includes Spectrum High Speed Internet Service
  • Available starting December until the end of tax season
  • 2ndroom is occupied by another business – 1 person


Contact Beth @ 214-641-4469 or dbeth12@yahoo.com.



TXCPA Chapter Tip Sheet


TXCPA Exchange

Have you visited TXCPA Exchange? Sign in with your TXCPA member login credentials, update your bio and add a profile photo. Then connect with colleagues through the member directory, join an interest-area community, 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

If you haven’t contributed yet to the CPA-PAC this year, there is still time for you to do so. Help your chapter reach its 2019 fundraising goal and be part of the effort to continue a strong CPA profession in Texas. Questions? Contact Diane Joiner, Manager, TXCPA Governmental Affairs.


Invite Others to Join TXCPA

As a TXCPA member, you know what TXCPA 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 members working together to protect and promote the CPA license. Share with your nonmember colleagues about why you belong to TXCPA. Contact your local chapter if you’re interested in helping with recruitment activities in your hometown.


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 TXCPA 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!