Dallas CPA Society

January 2019 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Giving Back
  • Announcements
  • Membership
  • A Word from Our Sponsors
  • Classifieds

Chairman’s Message

By Tim Pike, CPA

Happy 2019! I hope your new year is off to a great start. At the Dallas Chapter, we are looking forward to continuing to bring our members real value for their membership


By now, you should have received your invitation to register for Convergence 2019, and if you haven’t already, we hope you’ll take advantage of the Early Bird pricing and enroll now as capacity is limited!


The final 2018-19 installment of the Member Appreciation CPE Series will be presented on Tuesday, January 8, 2019, at the Communities Foundation of Texas. Speakers from organizations such as Haiman Hogue, IQ Investments, Gray Reed and Lynn Pinker Cox & Hurst will entertain and inform us on some of the trending accounting topics of the day.


The Young Professionals Group is presenting another of their Leadership CPE Breakfast events on Wednesday, January 9th, 7:30am at Park City Club. Kendall Helfenbein will speak on The New Science of Positive Psychology and How it Leads to Success.


On Wednesday, January 16th, we will gather for our Annual Meeting of Members at Royal Oaks Country Club in Dallas. The evening, sponsored by Xero, will begin with a cocktail reception at 5:30pm, and dinner will be served at 6:00. This year we are very excited to welcome Dave Lieber, Dallas Morning News Watchdog reporter and nationally-known funny guy, to present what is sure to be an entertaining dinner speech. Our new collaboration with the Dallas Foundation, the Young Philanthropy Award, will honor its first recipient at this event. Also during the evening, we will be voting on the 2019-20 slate of officer nominees. The cost is $30 per person, and, if you have not already done so, you may register by clickinghere.


Prior to the Annual Meeting event, the Legislative Action Committee will hold a reception benefitting the CPA-PAC fund. The cost of admission is a $35 donation to the PAC for which you will receive a beverage, networking and the opportunity to hear a surprise speaker. The event begins at 5:00pm on January 16th at Royal Oaks Country Club, and we encourage you to come out and support those who represent our livelihood in Austin.


Coming up in February is a Blockchain Collaborative and Reception event jointly presented with the Dallas Bar and Financial Planning Association.


This month sees the graduation of our tenth Leadership Development Academy class. We congratulate this group of exceptional young CPAs and look forward to their future contributions to the continued success of the DCPAS.


Wishing you a prosperous and happy month and year!


Tim Pike, Chair

2018-19 Board of Directors

Member Appreciation CPE Series

Tuesday, January 8, 2019

Plan to join your fellow DCPAS members for the very popular

Member Appreciation CPE Series

Tuesday, January 8, 2019


(Note New Time!)

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:


Legal Aspects of Estate Planning and the Benefits of Using Trusts as Part of Your Estate and Family Protection Plan

Fred Haiman, Founding Attorney, Haiman Hogue PLLC

Rex Hogue, Founding Attorney, Haiman Hogue PLLC

Course Description: This session will cover all the documents that everyone should have, plus the various types of trusts that can be used in putting a plan together and what the pros and cons are of each. This will include, but not be limited to, keeping the government and courts out of your life; avoiding probate; avoiding guardianship; doing estate, capital gains and income tax planning; provide re-marriage protection; provide blended-family protections; asset protection; Medicaid and VA Benefits planning, etc.

Learning Objective: The objective of this course is to give accountants a legal perspective and overview of the importance of proper estate and family protection planning.

Course Level: Basic/Technical

Prerequisites: None


Let’s Take Your Accounting Firm Digital

Mo Iqbal, President & CEO, IQ Investments

Course Description: We will discuss how current digital marketing strategies will keep your firm competitive and future proof. I will also explain how digital marketing has changed over time.

Learning Objectives: Participants will hear:

  • A history of digital marketing
  • How digital marketing strategies can benefit your business

Course Level: Basic/Technical

Prerequisites: None


Scary Stories from the Comptroller’s Office

Israel Miller, Counsel, Gray Reed & McGraw LLP

Course Description: This presentation educates CPAs on how to defend a Texas state tax audit from the perspective of a former Texas Comptroller of Public Accounts trial attorney who personally handled over 1,700 cases and litigated over 850 of those cases.

Learning Objectives: Participants will:

  • Understand how the Texas Comptroller conducts tax compliance audits
  • Learn strategies for handling audits, including steps to take before, during, and after the audit.
  • Gain a better understanding of the Comptroller’s STAR system
  • Review case law

Course Level: Basic/Technical

Prerequisites: None


Litigation Tips and Strategies for Transactional, Business and Corporate Attorneys and CPAs

Joshua Sandler, Partner, Lynn Pinker Cox & Hurst LLP

Josh Prywes, Associate, GreenbergTraurig

Course Description: The CLE, “Litigation Tips and Strategies for Transactional, Business, and Corporate Attorneys,” is taken from the perspective of a litigator and offers helpful advice—as well as a handout checklist—for transactional, business, and corporate attorneys. The CLE addresses contract ambiguity and parol evidence, merger and integration clauses, assignment clauses, jurisdiction and venue clauses, choice of law provisions, arbitration clauses, attorney’s fees provisions, contractual representations and warranties, notice provisions, third party beneficiaries, capacity, damages and limitations on liability, non-waiver provisions, severability, and general contractual language and punctuation terms. Mr. Prywes will focus on the tax implications as to some of these contractual issues.

Learning Objectives: Participants will learn:

  • To be able to better advise clients at the contract formation stage
  • To obtain an overall better contract
  • To avoid litigation

Course Level: Basic/Technical

Prerequisites: None


Course #:        19120815

CPE Credit Hrs: 4

Date:              January 8, 2019

Time:             12:30pm-4:30pm; Registration begins at 11:30am (Note Time Change!)

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.

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.

Dallas CPA Society, Dallas Bar, and Financial Planning Association

Blockchain Collaborative and Reception

Tuesday, February 26, 2019

The Dallas CPA Society,

The Dallas Bar Association

& The Financial Planning Association

present a CPE Event,

Blockchain – Impact on the Professions

 and Social Hour

Tuesday, February 26, 2019

3:00pm – 6:00pm

The Clubs of Prestonwood

15909 Preston Road

Dallas, TX


Doug Sleeter

Founder and Former CEO, The Sleeter Group

Lacey Shrum

Attorney and Founder of H7 Consulting, LLC

Ed Kless

Senior Director, Sage Accountants Solutions,

Senior Fellow at the VeraSage Institute, and

Co-Host of the Soul of Enterprise podcast


Course Description: Join Doug Sleeter, Lacey Shrum, and Ed Kless in a provocative and

enlightening two-hour discussion on how Blockchain is already creating fundamental change and opportunity for financial, legal and accounting professionals.

Learning Objective:   To give attendees an understanding of the impact of Blockchain on the professions.

The evening will conclude with a social hour complete

with a cash bar, hors d’oeuvres, and an opportunity

to network with peers at the

Dallas CPA Society, Dallas Bar and

Financial Planning Association.


CPE Topic Title:         Blockchain – Impact on the Professions

Course #:                    19240915

Date:                          Tuesday, February 26, 2019

Location:                   The Clubs of Prestonwood

Instructor:                 Doug Sleeter, Lacey Shrum and Ed Kless

Prerequisite:             None

CPE Credit Hours:     2 hours

CLE Credit Hours:     2 hours


Cost:  $25 / Members

$35 / Non-Members of the DCPAS, DBA and FPA


Click here to register.

State Bar of Texas Tax Section Presents

Tax Law in a Day

Friday, January 25, 2019


The Texas Tax Section of the State Bar of Texas will once again be hosting Tax Law in a Day. This year the program will be held on January 25, 2019 at the Belo Mansion in Dallas. This one-day program is designed to explore basic tax topics of interest to a wide variety of tax practitioners, including attorneys, certified public accountants, and professors, as well as those professionals who encounter tax issues in their general practices. The seminar features uniquely qualified tax attorneys sharing the most recent information on current tax law changes affecting choice of entity, charitable planning, estate planning, and international tax compliance. Issues relating to Texas property taxes and the various taxes in connection with buying and selling a business in Texas will also be covered.


This course will qualify for 9.5 hours of CPE credit and will also provide attorneys with 8 hours of CLE credit, including 1.5 hours of ethics credit.


Registration is now open! Please go to the Tax Section Website for more information or click here to register for the course.


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!


Register now

and take advantage of Early Bird pricing for

the premier accounting CPE event

in North Texas!

Click here for more information and to register.

Thank You to Our Convergence 2019 Sponsors


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.


Brown Bag Lunch Event

Tuesday, February 13, 2019

Are you a working CPA parent who finds

evening events a challenge due to family responsibilities?

Bring your lunch and

join your fellow CPAs for

an opportunity to share

Quick and Easy Recipes

and other ideas about

balancing work, play and family.


Wednesday, February 13, 2019


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!

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 10th Graduating Class of the

DCPAS Leadership Development Academy


This month the Dallas CPA Society will graduate its tenth Leadership Development Academy class. Graduates are:


Arsalan Ashraf, Beaird Harris & Co. PC

Alyson Brads, Huselton Morgan & Maultsby PC

Kathryn Buyse, Howard LLP

Diana Cetares, Huselton Morgan & Maultsby PC

Helen Chen, Goldin Peiser & Peiser LLP

Taylor Franta, Howard LLP

Cindy Hull, RSM US LLP

Austin Koepp, BKM Sowan Horan LLP

Kevin Lindley, Beaird Harris & Co. PC

Rebecca Manrriquez, Candy & Schonwald PLLC

Austin Waugh, DeGolyer & McNaughton

Michelle Xu, Candy & Schonwald PLLC


The Dallas CPA Society’s Leadership Development Academy was created to assist emerging leaders in the accounting and financial services industries in developing the skills necessary to be an effective leader within their profession and community.


Congratulations, LDA Class of 2018!


Scholarship Winner Spotlight
Each month, we spotlight one of this year’s Dallas CPA Society Scholarship winners. Join us this month in getting to know University of North Texas (UNT) graduate accounting student, Han Phu, and welcoming her to the Dallas CPA Society.

Han Phu is currently working toward her Masters degree in Accounting with a concentration in Taxation. She is committed to pursing a career as a CPA, and with her 4.0 GPA, she is making great progress.


Han has received the Don and Sara Sue Potts, and Alan Saxe Scholarships. She is a member of Alpha Chi Honor Society, Beta Alpha Psi and is a student affiliate of the AICPA, UNT. In addition to being a full-time student, she has also worked as a part-time bookkeeper at Brookshire Dental in Hurst for more than ten years.  When she isn’t studying or working, Han gives back to her community by serving as a volunteer for VITA (Volunteer Income Tax Assistance).


The Dallas CPA Society welcomes and congratulates Han Phu!

Congratulations Are in Order


Mark Hurst was recently named Partner at Moss Adams.


TSCPA has announced its 2018-19 Accounting Education Foundation Scholarship winners, and among its 51 honorees are two DCPAS student members, Urmi Khatri and Rachel Goodwin.


Congratulations to these Dallas CPA Society members!

Welcome, January New Members!

William Acomb, CPA

Veronica Adams, Student

Waqas Admani, CPA

Connor Adrian, Student

Farzana Ajanee, Student

Grantham Akerly, CPA

Haley Allman, CPA

Connor Anderson, CPA

Kelsey Andrews, CPA

Mark Baldwin, Student

Zarah Barkatulla, Student

Neri Bayona, Student

Jason Belitz, CPA

Evan Berkowitz, CPA

Angelica Blackstock, Student

Nolon Blaylock, CPA

Alysson Bluhm, CPA

Vinson Boulom, Student

Brittney Bowles, CPA

Faith M. Boyd, Student

Sydney Brummett, Student

Kelly Butler, CPA

Sarah M. Button, CA, CPA

Matthew Cahalane, CPA

Celeste Campbell, CPA

Tito Castio, Student

Oxana Cebotar, Student

Tiffany Chan, Student

Chanthavone Chanthavong, CPA

Daniel Chapman, CPA

Harris Charles, Student

Michele Chen, CPA

Samuel Chen, CPA

Mengyi Chen, Student

Lu Chen, Student

Yi-Chuan Chen, Student

Yiqui Chen, Student

Paolo Chiantera, CPA

Huo Chon, Student

David Christensen, Student

Lauren Clark, CPA

Philip Cook, CPA

Jessica Cowan, CPA

Andrea Craven, Student

Mason Cross, Student

John Curtis, CPA

Laura Davidson, Student

Maggie Davis, Student

Brian Dietrich, CPA

Haley Dix, CPA

Wenyuan Du, CPA

Yuanjin Du, Student

Andrew Esparza, Student

Yunyun Fan, Student

Simon Fangman, CPA

Tanner Faulkner, CPA

Alexa Ferrari, Student

Brendan Flaherty, CPA

Kevin Forrest, CPA

Andrew Franco, Student

Aaron Franke, CPA

Li Fuli, Student

Marisa Galvan, CPA

Aaron Garcia, Student

Cristobal Garcia, Student

Ana Maria Garza, Student

Shang Gas, Student

Kim Gibeom, Student

Daniel Gius, CPA

Wonseok Go, Student

Michael Graham, CPA

Kevin Greene, CPA

Rachel Gruehn, CPA

Yufeng Gu, Student

Alejandra Guzman, Student

Eiju Hada, Student

Mason Hairston, CPA

Harrison Halbach, CPA

Lianzhi Han, CPA

Nathan Harbison, CPA

Kevin Hawley, CPA

Yanqing He, Student

Zachary Hefton, CPA

Katie Hill, Student

Ngoc Ho, Student

Mason Holley, Student

Spencer Hosack, CPA

Erik Hoston, Student

Jim Houzhen, Student

Elijah Hubley, Student

Amelia Hudson, CPA

Charles Hughes, CPA

Emily Ische, CPA

Ma Jimfang, Student

John Jurrius, CPA

Kai Kang, Student

Sean Keller, CPA

Alexander Kelly, CPA

Kathryn Kennedy, CPA

Andrew Khong, Student

Daniel Korthals, CPA

Jeffrey Kowalski, CPA

Liu Kuang-Hsuan, Student

Esther Kuo, CPA

Edward Yu-Ju Lai, CPA

Austin Larsh, CPA

Hannah Leconte, CPA

Dongho Lee, CPA

Johnathan Ler, CPA

Laray Lewis, CPA

Lingyun Li, CPA

Qian Li, CPA

Yi Li, Student

Sihan Li, Student

Yenor Liang, CPA

Honeshi Lin, Student

Fengyi Liu, Student

Siyi Liu, Student

Ashley Long, CPA

Meagen Long, Student

Jayu Lu, Student

Heather Lunger, Student

Xing Luo, Student

Gan Luqing, Student

Shumei Lyu, Student

Qingyuan Mao, Student

Lauren Marshall, CPA

Kelsea Martin, CPA

Israel Martinez, Student

John McCaskill, Student

Kathryne McDougal, Student Thomas McGinnis, CPA

Arin McGovern, CPA

Chase Mcmellian, CPA

Israel Medina, Student

Yelian Mevo, Student

Meg Milosevich, CPA

Mark Miskel, Student

Meesha Mobley, Student

Vidyalakshmi Mohanraj, Student

Victoria Molina, Student Rachel Montgomery, CPA

Sydney Moquist, CPA

Reno Morris, CPA

Adil Muhammad, Student

Lisa Muhwati, Student

Emily Munoz, CPA

Blake Murray, CPA

William Nabors, Student

Firdousi Nasreen, Student

Trang Nguyen, CPA

Van Nguyen, Student

Natalie Nguyen, Student

Hsu Ning, Student

Robert Nobles, CPA

Murodzhon Nurmukhamedov, CPA Onoyeni Odunaiya, Student

Breonne Oldham, CPA

Austin Osborn, Student

Jonathan Oviatt, CPA

Jeremiah Owen, Student

Wesley Parker, Student

Payal Patel, CPA

Chen Pejtung, Student

Nam Pham, Student

My Tra Pham, Student

Bradley Piper, CPA

Richard Powers, CPA

Manuel Prado, Student

Andrew Prescott, Student

Venkatesh Ramanan, CPA

Lacy Reed, CPA

Briana Rein, CPA

James Renfroe, Student

Israel Rocha, Student

Rachel Rodarte, Student

Brandon Rogers, Student

Austin Rohwer, CPA

Larisa Roniarniskiaya, Student

Christian Rosales, Student

Estefani Ruiz, CPA

William Ruppert, CPA

Melanie Ruvalcaba, CPA

Victoria Sagbuwa, Student

Christopher Sanchez, CPA

Ivan Sanchez, Student

Susana Sanchez, Student

Kaitlin Sanchez-Rhoten, Student

Ruchira Sanghi, Student

Ashlyn Sauer, Student

James Schultz, CPA

Lu Shang, Student

Man Shi, CPA

Katherine Skidmore, Student

Mark Skomal, CPA

Jacob Slaton, Student

Jonathan Smith, CPA

Shannon Smith, CPA

Nicholas Sorsby, CPA

Evelyn Standish, CPA

Tongfei Sui, Student

Weiya Sun, CPA

E Jae Sung, CPA

Qingyun Tan, CPA

Max Tang, Student

Yi Tang, Student

Jaclyn Taylor, CPA

Edward Thomas, Student

Alen Thomas, Student

Kristy Thomas, Student

Nathan Tipsword, CPA

Zachary Tomaso, CPA

Candace Tower, CPA

Gabriel Trotta, CPA

Queenette Udi, Student

Mihir Vashi, Student

Austin Vautrain, CPA

Eric Vo, Student

Victoria Walker, CPA

David Wallace, CPA

Yixin Wang, CPA

Zihan Wang, Student

Mengyao Wang, Student

Yudi Wang, Student

Anthony Wanyanga, CPA

Meng Wei, Student

James Whitley, CPA

Jordan Wildman, Student

Jeffery Winget, Student

Mary Wnukowski, CPA

Ting-Ju Wu, Student

Jiajing Xu, Student

Yuanhan Xu, Student

Chelsey Yarifalmeg, Student

Tang Kevin Yikai, Student

Li Yinqi, Student

Jin Yugi, Student

Zeng Yujie, Student

Jiahui Zhang, Student

Na Zhang, Student

Xuenio Zhang, Student

Anna Zhang, Student

Jiaqi Zhang, Student

Junhan Zhang, Student

Kai Zheng, Student

Wang Zhicun, Student

Zhou Ziyan, Student

Nanxi Zou, Student

A Word from our Sponsors


Xero Offers 

Accounting & Bookkeeping Industry Report


Xero has created an Accounting and Bookkeeping Industry Performance Report featuring data such as online client numbers and revenue growth, as well as insight into best practices for marketing and advisory services, and much more. To request your report, click here.


Practices For Sale

Practices For Sale in North Texas: gross revenues shown:W. of Ft. Worth CPA $400K; E. Dallas Suburb CPA $344K; N. of Denton CPA $232K; Plano CPA $254K; E/SE TX $290K; 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.


TSCPA Chapter Tip Sheet

Advocacy Day in Austin

All members are warmly encouraged to be part of TSCPA’s presence in Austin! Plan to participate in the Advocacy Day and Midyear Board of Directors and Members Meeting Jan. 29-30. Check immediately for availability at the host hotel and book your room accordingly. Advance meeting registration is required. For information, contact Holly McCauley (phone 800-428-0272 x 202 / 972-687-8502).

Nominations for 2019 Outstanding Accounting Educator Award

If you know of an accounting professor who goes above and beyond to inspire students, be sure to nominate him/her for TSCPA’s 2019 Outstanding Accounting Educator Award. Recipients of the award will receive complimentary registration to our annual Accounting Education Conference, a $500 award and a recognition plaque. The deadline is March 1.

Submit your nomination.

TSCPA Exchange is Growing!

TSCPA Exchange is celebrating one year of connecting members! To celebrate this one-year milestone, we’ve launched two new communities within Exchange – Practice Management and Tax Issues. Members are encouraged to join one (or both) of these communities to start conversations and discussions on related topics.

Please note: TSCPA Exchange will send a separate Daily Digest email for each additional community that you join. Click here to learn how to consolidate all digests into one daily or weekly email.

Thank you for helping us make TSCPA Exchange a valuable resource for all members!

Accounting Education Foundation Scholarships

Thanks to the generosity of donors to the Accounting Education Foundation, dozens of accounting students at Texas universities are receiving scholarships for the current academic year. Scholarship applications are accepted in the autumn and recipients are selected each December.

View the list of recipients.

It is the Foundation’s mission to promote and reward educational excellence. Your tax-deductible contribution supports opportunities to invest in the future of the accounting profession. You can help ensure that your firm or business has the workforce it needs in the coming years.

Please donate now.