TXCPA Dallas

July 2021 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Events
  • Membership
  • A Word from Our Sponsors...
  • Classifieds

Chairman’s Message

By Sharon Lukich, CPA

The summer months are a time of intense preparation for TXCPA Dallas’s “busy season” that will begin in the fall. We’re designing a full curriculum of entertaining and informative activities that we will be sharing with you in the upcoming months.
In the meantime, if you need CPE, we offer our monthly Ethics course on July 28, taught by Professor Allison McLeod. On August 11, Steve Tillinger will present his Mid-Year Tax Update online, and on August 17, Baker Ford and Kaitlyn Kirkhart of BaCoTech will present a course entitled, Touch It Once: How 2020 Became My Firm’s Most Productive and Profitable Year. We’ll be adding more CPE opportunities soon, so watch the website calendar and your inbox.
Make your plans to join us on Thursday, July 15, for our monthly social networking event, Thirsty Thursday. Take a break from the summer heat, kick back with your friends and colleagues, and enjoy a great chance to catch up with old friends and make some new.
TXCPA Dallas’s Leadership Development Academy (LDA) will begin its 13th year in August. We are very proud of this initiative that has produced so many outstanding leaders in business, in the Chapter and the community. If you are or you know someone who would be a good candidate for the 2021 LDA, we invite you to submit an applicationbefore the deadline, July 23, 2021.
There is no better time than now to get involved in TXCPA Dallas. Committees are forming and holding their first meetings of the year, so now’s the time to get in on the ground floor of 2021-22 planning. Check out our Committees webpage and contact Laura McFadden atlmcfadden@cpadallas.org if you’d like to contribute your time and talents to shaping the future of TXCPA Dallas.
I wish you all a safe and happy 4th of July. As a military “brat”, this holiday has a sacredness about it for me, and I hope for you, as well. As we celebrate our country’s independence this weekend, let us not forget those throughout its history who have fought and died to protect it.
Enjoy your July!
Sharon Lukich, CPA
TXCPA Dallas Board Chairman, 2021-22


Live Ethics Course

A CPA’s Guidebook for Ethical Behavior:

A CPE Ethics Course for Texas CPAs

Wednesday, July 28, 2021

You are invited to join us for our monthly, State-approved, four-hour Ethics course, A CPA’s Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs.
Speaker and author, Allison M. McLeod, LL.M., CPA, will educate and inform CPAs not just on what is the right thing to do according to the Texas Rules of Professional Conduct but how to put your values into action!  As part of this course, we will also look at various schools of ethical thought and walk through real world examples of individuals and companies faced with moral dilemmas.
Description: A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.
Learning Objectives:
  1. To educate licensees in ethics of professional accounting as Texas CPAs.
  2. To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
  3. To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
  4. To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
  • CPAs in client practice of public accountancy who perform attest and non-attest services.
  • CPAs employed in industry who provide internal accounting and auditing services.
  • CPAs employed in education or in government accounting or auditing.

This is a live, in-person event.

Course No.:
CPE Credit Hours:
Sponsor #:
Wednesday, July 28, 2021
8:00 a.m. – 12:00 p.m.
Live (Classroom)
$120/Member; $150/Non-Member

To register for this event, click here.

Steve Tillinger Presents

2021 Mid-Year Tax Update

Wednesday, August 11, 2021

TXCPA Dallas
invites you to an
Online CPE Event

2021 Mid-Year Tax Update

 presented by
Steven J. Tillinger

Wednesday, August 11, 2021

8:30 a.m. – 4:30 p.m.

This is an online event.
COURSE DESCRIPTION: Whether you are a generalist or a tax specialist, you will take away valuable information and insights from this eight-hour program. The course will bring you up-to-date on current issues in federal income taxation affecting individuals and small business owners with emphasis on coverage and analysis of 2021 tax legislation, with special emphasis on coronavirus legislation, both final and proposed; updates and new developments of 2020 and earlier tax law; important court cases; Treasury income tax regulations; IRS revenue rulings and procedures; and more!
  • To update the tax practitioner on recent developments in federal income taxation
  • To recognize planning opportunities due to changes in federal income tax law
  • To prepare the tax practitioner for discussions with clients on important changes in this area of tax law
  • To help the tax practitioner understand their reporting responsibilities
DESIGNED FOR: Tax practitioners, whether working in public accounting or in private industry, who need the most current up-to-date information on federal income tax changes affecting individuals and small business owners.
PREREQUISITES: Some basic knowledge of individual and small business taxation, and some tax preparation experience would be helpful.
ADVANCED PREPARATION: No advanced preparation is necessary.
DELIVERY METHOD: Group live webinar
FIELD OF STUDY: Taxation (Technical)                   
Course #:
CPE Credit Hours:
Wednesday, August 11, 2021
8:30 a.m. – 4:30 p.m.
Live (Internet-based)
To register for this course, click here.

Live CPE Event:

Touch it Once: How 2020 Became my Firm’s

Most Productive and Profitable Year

Tuesday, August 17, 2021


TXCPA Dallas
invites you to a
Live, In-Person CPE Event

Touch it Once: How 2020 Became my Firm’s

Most Productive and Profitable Year

presented by

Ford Baker

CEO, BaCo Tech

 Kaitlyn Kirkhart

CCO, BaCo Tech

Tuesday, August 17, 2021

1:00 p.m. – 3:00 p.m.

This is a live, in-person event.
Course Description: The year 2020 has been a challenging one for everyone, CPAs included. For one CPA firm, however, it was the most productive, profitable, and efficient year ever. This firm experienced its highest realization of 140% across all clients, despite not charging extra for PPP loans and loan forgiveness. They did more work for more clients in less time—all while using fewer people and providing better client service. There was higher client satisfaction with no last-minute filings or surprises. All this efficiency was possible because this firm adopted a “touch-it-once philosophy.” This philosophy begins with efficiently gathering client data and integrating it into a standard workflow that combines engagement letters and billing into one task once a year. Streamlining tasks has allowed this firm to focus on client service and be more efficient in filing tax returns. They’ve been more productive and profitable, navigating COVID-19 and PPP service obstacles with ease.
Key points:
  • How to efficiently gather and integrate client data
  • How to increase productivity and thereby improve profits
  • How to increase client satisfaction
  • Ways to streamline tasks and improve efficiency
Learning Objectives: Participants will learn how to:
  • Recognize how a “touch-it-once philosophy” pays off in unexpected areas
  • Identify how to properly assess and maintain the collective value of a client base over exceptions based on individual preference
  • List third-party applications and how to maximize their value
  • Live demo walkthrough of a transaction-based workflow
Course #:
CPE Credit Hours:
Tuesday, August 17, 2021
1:00 p.m. – 3:00 p.m.
Live (Classroom)
$35/Members; $135/Non-Members
To register for this course, click here.


July Thirsty Thursday

Thursday, July 15, 2021

 Join us for our monthly networking event on

Thursday, July 15

5:30 p.m. – 7:30 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 the link below to let us know you’re coming.
All TXCPA Dallas members are welcome!
See you there!
To RSVP for the event, please click here.

Welcome, New Members!

Meney Laurelle Elsa S. Ahochi, CPA
Kayla Nicole Armstrong, CPA
Nestor Antonio Ayala Ishmay, CPA
Opeyimika Oyepitan Babayemi, CPA
Javier David Barcelo, CPA
Saba Bassari, Affiliate
Kathryn Ann Batts, CPA
Emily Beazley, CPA
Landyn Bruce Behn, CPA
Trent Michael Boudoin, Affiliate
Nicholas Barret Breining, CPA
Caroline Marie Carter, CPA
Britney Castilleja, CPA
Sanika Chavan, CPA
Austin Chen, CPA
Connor Michael Colorado, CPA
Alexander Ernest Conard, CPA
Juliana Lea Cookson, CPA
Diana De La Concha, CPA
Anh Minh Dieu, CPA
Eleonora Esparza, CPA
Jarett Fairbanks, Student
Natalie Blair Fischer, CPA
Sheryl Lerlene Fleming, Student
Taylor Sierra Fletcher, CPA
Nicholas R. Flint, Candidate
Emily Labuda Floyd, CPA
Alayna Rebekah Franco, CPA
James Aaron Germany, CPA
Katheryn Gibbs, Candidate
Kali Gunta, Student
Daysherra Hines, Student
Ashley Nicole Holdorf, CPA
Jarrett William Horan, Affiliate
Raahim Iqbal, Student
Colby Peirce Jackson, CPA
Yatharth Jain, Student
Jeremy William James, CPA
Michelle Rene Johnson, CPA
Virginia R.B. Jones, CPA
Sadia Khan, Student
James Travis Koch, CPA
Zahra Nuruddin Kothia, Student
Kiril Kovachev, CPA
Jerry Wu Lam, CPA
Henry Quang Le, CPA
Briana Linton, Student
Brett Tyrone Lowe, CPA
Yasmine Lizeth Maese, Student
Jeanne Louise Martin, CPA
Pablo Mendoza, CPA
Eric Parker Mertens, CPA
Samuel Thomas Mimms, CPA
Monica Montalvo, Candidate
Anna Mugerditchian, Student
Faisal Sabouh Naamani, CPA
Adam Orval Nelson, CPA
Regan Michelle Newsom, CPA
Xinyi Pan, CPA
Priyanka Patel, CPA
Elizabeth L. Perkins, CPA
Lijin Jones Philip, CPA
Lisa Pinney, Affiliate
Mason Blaine Porter, CPA
Cole Posey, Student
Katherine Ann Reeser, Affiliate
Chris Reid, Affiliate
Megan Ashley Rinker, Affiliate
Ginny Diane Robinson, CPA
Ashley Alejandra Rodriguez, Student
Darielle Rhea Schenk, Student
Xiaoyu Shi, CPA
Sonisha Shrestha, Affiliate
Rachel Simon, CPA
Nicholas Golden Sinks, CPA
Grace Spader, Student
Aaron Joseph Stockwell, CPA
Bailey Stone, Student
Kristi Leann Taylor, CPA
Christopher Keith Thomas, CPA
Eva Jewel Thomas, CPA
Campbell Smith Thomasson, CPA
Juliet Joyce Tosto, Student
Bach Tran, Affiliate
Anteneh Tsegaye, Student
Milton Leron Washington, CPA
Austin Williams, CPA
Jonathan Scott Willis, CPA
Brian Keith Wing, CPA
Chuqiao Xu, CPA

Congratulations Are in Order

Paula Allgood was recently named Managing Partner of Beaird Harris Public Accounting.
Kristi Gibson has been promoted to Tax Office Managing Partner at BDO.
Weaver has made the following promotions:
  • Dallas Dugger – Partner, Assurance Services
  • Teresa Garza – Partner, Tax Services
  • Aaron Grisz – Partner, Tax Services
Ennis Inc. has appointed Vera Burnett to the role of CFO and Treasurer, and Dan Gus as General Counsel and Assistant Secretary.
The following members were recently honored with awards given annually by the Texas Society of CPAs:

Distinguished Member

Art Agulnek

Outstanding Committee Chairman

Lisa Ong

Outstanding Accounting Educator

Mary Beth Goodrich (UTD)

Chairman’s Special Recognition

Willie Hornberger
Chase Murphy

Rising Stars

Taylor Franta
Crystal Shin

50-Year Members

Robert Anderson
Owen Arnold
John Bargman
Jerry Candy
Jerry Costlow
Sheldon Frankel
Thomas Hensel
Steven Huber
LeGrand Kirby
James Lewis
Robert Lightfoot
James Linnemann
James Martin
Jack McCoy
Joseph Myers
Jerry Packer
Joe Pederson
John Perkins
James Robertson
Bennie Robinson
Alva Smith
Jerry Smith
M.L. Speer
Donald Turnbow
Edwin Williams
Richard Wortham
Tim Wright

Congratulations to these outstanding TXCPA Dallas members!

A Word From Out Sponsors

D CEO Magazine Presents

Texas Energy Awards

Texas remains the top energy-producing state in the nation and a pacesetter in renewable energy, and the fourth annual D CEO Texas Energy Awards brings executives in oil, natural gas, wind, and solar together to recognize the shared impact and leadership of Texans across all forms of energy production.
The awards are presented in partnership with research institutes and professional associations from East Texas to the Permian Basin and Panhandle.
The program will honor executives in upstream, midstream, energy services & technology, renewable energy, and energy finance, as well as the private equity firm of the year and the financing or capital deal of the year. An Excellence in Innovation and Sustainability award will be presented, along with Rising Star and Lifetime Achievement awards.
The program is open to all industry players from East Texas to the Permian Basin who have strong North Texas ties. For more information and to submit a nomination, click here. Winners and finalists will be featured in the November issue of D CEO magazine and recognized at a private awards event this fall.


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: Collin County CPA $2.2M; Allen CPA $145K; S of Ft. Worth CPA $312; NW of DFW CPA $560K; NW of DFW Audit Clients $155K; Dallas-Based Remote Accouting Firm $233K; SW of Ft. Worth CPA $608K; NW of Dallas CPA $705K; NE Texas CPA $209K. For additional listings/information, call us at 1-800-397-0249 or visit us online atwww.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@apsholmesgroup.com.


TXCPA Chapter Tip Sheet

Continue Enjoying Full Access to Member Benefits

Be sure you don’t miss a day of your benefits as a TXCPA member! If you haven’t yet responded to your renewal notice, please do so right away. If you did not receive a renewal reminder by email or mail, please contact Member Services. (Email membership@tx.cpa; phone 800-428-0272 option 1)

Leadership Nominations

Each year, the nominations process is one of the most important activities affecting the success and future of the Texas Society of CPAs. TXCPA leadership nominations for 2022-2023 are currently being accepted for the following positions: Chairman-elect; Treasurer-elect; Secretary; Executive Board; Board of Directors; Nominations Committee; and AICPA Council. A full overview of leadership nominations including timeline, processes and qualifications can be found online here. The deadline for nominations is August 16. Please keep in mind that TXCPA continues to strive to have our leadership reflect the diverse makeup of our members on all levels including gender, age, ethnicity, location and industry type. Nominate a member today!

Rising Stars

Through the Rising Stars Program, TXCPA recognizes CPA members 40 years old and younger who have demonstrated innovative leadership qualities and active involvement in TXCPA, the accounting profession and/or their communities. The Awards Committee named 19 up and comers based on their contributions to the accounting profession and their communities. The 2021 Rising Stars were honored at a virtual award ceremony during the Annual Meeting of Members and will be featured in a cover story for the November/December issue of Today’s CPA. Congratulations to these outstanding members! Read the names of honorees.

Protect Your Interests With a PAC Donation

A PAC donation is always the quickest, easiest way to protect the investment you made in yourself when you became a CPA. Click here to make a PAC contribution directly.

Looking for Opportunities to Support Others?

Accountants Confidential Assistance Network (ACAN) members, interested accountants and Friends of Bill Wilson meet regularly for mutual support and opportunities to assist others. Call 866-765-2226 orvisit us online to learn more.

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