TXCPA Dallas

February 2020 Newsletter


In This Issue…

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

Chairman’s Message

By Bill Sims, CPA

February, the last full month of winter, has begun, and it’s a busy one! Did you know that this, the shortest month of the year, has the greatest number of holidays? Between finding goodies for your Valentine, honoring U.S. presidents, partying big on Mardi Gras, and enjoying all the exciting festivities on National Cheddar Day, February can be exhausting! Not to mention that, for our tax friends, busy season is in full swing now, and nowhere are things bustling more than at TXCPA Dallas!


February 19 is the date for our monthly, four-hour Ethics course. If you need to satisfy your Ethics requirement, this is the time to do that with this fun and thought-provoking class presented by Dr. Richard Mark of the University of Texas at Arlington. For those who enjoy the personal exchange you get only from a live class, this is the option for you! On February 27, we present a CPE course entitled, “Building a Strong Nonprofit Board.” This class will feature a discussion on the basic roles and responsibilities inherent in effectively serving on nonprofit Boards. Neely Duncan, Emily George and Dan Prater of BKD LLP, and Michael Meadows of Meadows Family Consulting Group LLC and Foundation Management Inc. will present what is sure to be an interesting and informative afternoon of CPE.


If you’re interested in taking a break from the rigors of busy-ness this month and enjoying some social time with your peers, our monthly networking hours – Thirsty Thursdays – resume following a brief hiatus. We hope you’ll join us on February 20, 6:00 p.m. – 8:00 p.m., at the Blue Mesa Grill on Montfort Drive for a good time with great people, your fellow DCPAS members!


Have you registered for Convergence 2020 yet? Registration has been open almost two months now, and enrollment has been brisk. Before you get too busy, I would encourage you to take a moment now to enroll in our annual CPE conference. If you’ve attended in the past, you know what an outstanding value it is, and if you’ve never been, there is no better time to treat yourself to the experience! Fifty dollars is the Early Bird member price for a day of peerless education, networking, an enjoyable lunch and eight hours of CPE credit. Just remember, on March 17 this low price will increase to $75, so take advantage of this great deal and sign up now for the very best educational value available to the North Texas accounting and financial services industry. Be the Early Bird. Register now!


The Annual Meeting of Members was held January 29, at Royal Oaks Country Club and provided a great kick-off to the calendar year. Our keynote speaker Elizabeth Reich, City of Dallas CFO, enlightened us all about current and future financial matters regarding our city. A new slate of TXCPA Dallas leadership was elected for the 2020-21 year, and we recognized several chapter members for their outstanding efforts in the 2019-20 year.


Until next month, have a delightfully busy – and productive – February, everyone!


Bill Sims, CPA

2019-20 Chair


Ethics Courses – LIVE!!!

February 2020 – April 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.

20600914 – Wednesday, February 19, 2020, 8:00 a.m. – 12:00 p.m.

20601014 – Friday, March 20, 2020, 12:00 p.m. – 4:00 p.m.

20601114 – Wednesday, April 22, 2020, 8:00 a.m. – 12:00 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.

CPE Event:

Building a Strong Nonprofit Board

Thursday, February 27, 2020

TXCPA Dallas

invites you to a

CPE Event

Building a Strong Nonprofit Board

presented by


Neely Duncan

Partner, BKD LLP


Emily George

Senior Managing Consultant, BKD LLP


Michael Meadows

President & CEO, Meadows Family Consulting Group LLC

Vice President, Foundation Management Inc.


Dan Prater

Senior Managing Consultant, BKD LLP

Thursday, February 27, 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:Regardless of the size or type of the organization, all board members, brand new and seasoned, need to have a clear understanding of the basic roles and responsibilities of serving on a nonprofit board. Without proper training, board members are unlikely to fulfill their important roles, which can have a devastating impact on the organization and the people needing their help. This session will help executive directors and board members to better understand their respective roles and responsibilities, strengthen the board’s ability to provide adequate resources for the organization, and become more engaged in helping the organization to fulfill its mission. Session Topics: Governance, policies, legal, fiduciary, meetings, self-evaluation, recruitment, committees, etc.


Learning Objectives:After this session, participants will:

  • Understand the legal and core responsibilities of serving on a nonprofit board
  • Know the difference between governance and management
  • Be able to recruit and retain effective board members
  • Understand the importance of committees


Course Level:      Basic/Technical

Prerequisites:      None

Course #:              20540913

CPE Credit Hours: 4

Date:                      Thursday, February 27, 2020

Time:                     1:00 p.m. – 5:00 p.m.

Location:               TXCPA Dallas Training Facility

12400 Coit Road, Suite 750, Dallas, TX 75251

Cost:                      $35/Members



To register for this event, click here.

February Thirsty Thursday

Thursday, February 20, 2020


Join us for our monthly networking event on

Thursday, February 20

6:00 p.m. – 8:00 p.m.




14866 Montfort Drive

Dallas, TX 75254

(Plenty of parking, including an underground garage!)

There is no cost for this event,

but please use this link to let us know you’re coming.

All DCPAS members are welcome!

See you there!

Convergence 2020

Convergence 2020



TXCPA Dallas

is pleased to announce

the opening of registration for

its hallmark event of the year



Monday, May 4, 2020


Omni Frisco Hotel at

The Star


Don’t miss the premier

accounting CPE event in North Texas!

Early Bird pricing ends March 17,

so click here and register now!

Convergence 2020

Convergence 2020

Thank You to Our Sponsors

Convergence 2020 Sponsorships are available!

Click here for details on how your company can participate.



TXCPA Dallas and The Dallas Foundation Present

2nd Annual Young Philanthropy Award


At TXCPA Dallas’s Annual Meeting of Members last month, Tania Sederdahl of Bland Garvey PC was presented with the 2nd Annual TXCPA Dallas Young Philanthropy Award. The award, co-sponsored by The Dallas Foundation and TXCPA Dallas, recognizes a volunteer’s service while also giving a cash prize to the nonprofit of their choice. In Tania’s case, the award will be made to Joni and Friends.


Tania’s deep dedication and desire to assist those with special needs led her to Joni and Friends, a ministry dedicated to extending the love and message of Jesus Christ to people who are affected by disability around the world. For the last two summers, Tania has volunteered with the organization’s summer camp designed for people with disabilities and their families.


Finalists also included Eleanor Putnam of ­­­­­­­­­EY, who has served as a member of the Board and in several other leadership positions with The Texas Eating Disorders Association for over three years; and Paul Russell of BKD LLP, who has served Special Olympics of Texas for more than five years through volunteering, fundraising, Board involvement, participating in unified softball tournaments and encouraging friends and coworkers to attend Special Olympics events.


Nominations for the Young Philanthropy Award were accepted by The Dallas Foundation for individuals under the age of 40 who have significantly impacted a nonprofit organization in Dallas. The award celebrates the change-makers who dedicate their time and talents to making our community a better place for everyone.


We congratulate Tania and the Young Philanthropy Award finalists on this recognition for their excellent contributions to the local community.


Welcome, New Members!

Muhammad Rehaan Akhtar, CPA Leslie Alvarez, Student

Kevin Patrick Amsler, CPA

Muhammad Asad, CPA

Sam Anastasios Atalis, CPA

Maria Guadalupe Ayala, Student

Lea F. Bender, Student

David Louis Blazek, CPA

Patrick L. Brown, CPA

Caroline Bruner, Student

Erin K. Bryant, Student

Allison Buehler, Student

Tyler Matthew Burns, CPA

Carlos Hernan Carvajal, CPA

Ismael Cerda Vazquez, Student

So Hyun Cho, CPA

Matthew Ryan Christiansen, CPA

Caroline Grace Cotter, CPA

Faith Julia Crockett, CPA

Jennifer Ashley Cummings, CPA

Linda Dang, Student

Bernardo Diaz Hernandez, CPA

Kayla Marie Donelson, CPA

Olga Estrada, Student

Luis Diego Eufracio, Student

Alexis Garcia, Student

Syra Selena Garcia, Student

Avery Leigh Godwin, CPA

Stephania Gomez, Student

Morgan Lin-Jing Hah, CPA

James Alan Harvey, CPA

Olivia Grace Hassan, CPA

Arthur J. Hatch, Student

Joseph Spencer Hercules, CPA

Xudong Aaron Huang, CPA

John Scaling Hubbard, CPA

Anna Nicole Johnson, CPA

Kimberly Deniese Keene, Student Mackenzie Elizabeth Keiper, CPA

Nadia Khan, CPA

John Sung-U Kim, CPA

Michael Youngsik kim, CPA

Alison Lynn Kinder, CPA

Krystinna Denea King, Student

Elizabeth A. Klunder, CPA

Tierra Elizabeth Lacy, Student

Gina June Laret, CPA

Andrew Michael Lassman, CPA

Yeny Lopez, Student

Nicole Jean Mazan, CPA

Lina Mae McGrath, Student

Rashid Franklin Mebarek, CPA

Ryan Michael Minear, CPA

Brandon Stuart Minns, CPA

Gustavo Miralrio Tamayo, Student Kevin Troy Mitchell, Student

Mary Margaret Moran, CPA

Matthew Edward Moreland, Student Tuyet Mai Nguyen, CPA

Obarr Gregory Niles, Student

Sherri Lynn Noel, CPA

Zachary Osawe, Student

Christina Yson Pagayunan, CPA

Esso Pamassi, Student

Garrett Randall Price, Student

Ridwan Onaolapo Raji, CPA

Mary Fernandez Ramos, Student

Andre R. Ramsey, Student

Gregory Kent Robison, CPA

Miguel Rodriguez, CPA

Ricardo Alonso Ruiz, Student

Allison Sanders, CPA

Nancy M. Sifuentes, Student

Andre Michaelson Skates, CPA

Phillip Michael Squiric, CPA

Allen Bruce Storm, CPA

Vanessa Tarango, Student

Aldyn Reed Taylor, CPA

Ted Taylor, Student

Daniel Nicholas Theobold, CPA

Alexandra Leah Timmerman, CPA

Isela Torres, Student

Austin Alden Turner, CPA

Daniel Alejandro Vargas, CPA

Jennifer Velasquez, Student

Bradley Patrick Ward, CPA

Lillian Grace Winnett, Student

Genie E. Wood, Student

John Michael Wood, CPA

TXCPA Dallas

Scholarship Winner Spotlight


Each month, we 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, Darshan Patel, and welcoming him to TXCPA Dallas. 


Darshan Patel is a dedicated team player and will quickly clue you in to his driving motivation: helping others to succeed. Coming from a family that has always helped others grow through manual labor, he learned the importance of working together so that everyone rises in unison, an objective that led him to his chosen future profession as a public auditor. He writes: “As is the case in most service industries, auditors have a responsibility to others. For this reason, I chose the profession of accounting because I want to help others; I want to see others succeed with me; I want to ensure the success of organizations; I want to ensure that the investors are confident.”


At UTD, Darshan was a member of the prestigious Davidson Management Honors Program and the Professional Program in Accounting. He was on the Dean’s List and was awarded the UTD Academic Excellence Scholarship. He is also a member of the Financial Leadership Association, Beta Alpha Psi and the UTD chapter of the Association of Latino Professionals for America. He gives back to the community through his association with the North Texas Food Bank and plans to eventually expand his philanthropic endeavors to include teaching others about financial literacy.


Darshan served as a financial planning and analysis intern for Lennox International Inc. and, most recently, as an audit intern for RSM US LLP from which he has received an offer of full-time employment upon receipt of his Master’s degree in May.


TXCPA Dallas welcomes and congratulates Darshan Patel.


TXCPA Dallas Announces

2020-21 Leadership


TXCPA Dallas Nominations Committee is pleased to announce the association’s officers for the 2020-21 year. These outstanding people were voted into office 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

 Congratulations to the 2020-21 leadership of TXCPA Dallas!


Congratulations Are in Order


Howard LLP recently promoted Sarah Hancock, Leisha Gardner and Holly Watkins to Tax Partner. Congratulations to these TXCPA Dallas members!


Practices For Sale


Practices For Sale in North Texas:gross revenues shown: North TX CPA $1.060M; Texarkana EA $288K; E/SE CPA $290K; NE Texas CPA $209K; Canton/Athens Area EA $266K; Hurst CPA $364K; 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.


TXCPA Chapter Tip Sheet


Practice Ready Pilot Program for Future CPAs

TXCPA and Thomson Reuters have partnered to develop and offer Practice Ready, an online learning program focused on helping accounting grads become more hirable. Practice Ready is currently being offered exclusively to TXCPA members and supplements traditional academic programs with experiential learning to provide the tools, insights and experience needed to work at a firm or corporation. Take advantage of this free staff training opportunity and encourage your new hires or interns to register for the pilot program. Learn more in this short 12-minute launch video and share this registration link with any potential participants.


Visit TXCPA Exchange for Member-to-Member Advice

Our online community, TXCPA Exchange, is a great place to get advice and feedback from fellow TXCPA members on a variety of topics related to accounting, audit, tax, software recommendations, careers and more! Remember to browse through previous discussion posts and provide input on your areas of expertise.


There are currently three communities within Exchange: CPA Practice Management, Nonprofit Accounting and Tax Issues. Members are encouraged to join these communities to start conversations and discussions on related topics.


Visit Exchange today: http://exchange.tscpa.org


TXCPA Peer Assistance Foundation – Serving the Profession

For more than 25 years, the TXCPA Peer Assistance Foundation has made a positive impact on the CPA profession in Texas through administration of the Accountants Confidential Assistance Network (ACAN). ACAN provides a confidential conversation with CPA volunteers who have first-hand experience with mental and physical health issues.


We celebrate ACAN and the work they do to help CPAs, exam candidates and accounting students learn how to merge healthier living with a demanding accounting career. For more information about ACAN, call 866-766-2226 or visit https://www.tscpa.org/resources/acan.