TXCPA Dallas

June 2021 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2021 Online
  • Events
  • Membership
  • A Word from Our Sponsors...
  • Classifieds

Chairman’s Message

by Sharon Lukich CPA

Happy New Year! June 1 marks a new (fiscal) year for TXCPA Dallas, and I am thrilled to be the new Chairman of the Board of Directors. I am looking forward to this 12-month adventure as we focus our intent and energy on guiding our association into the future. I would like to congratulate Jason Freeman, 2020-21 Chairman, on his outstanding year and thank him and the 2020-21 Board of Directors for the great job they did in leading us through a year that was, at best, unusual. You lifted the bar high for us, and I am excited to take on the challenge of stewarding the organization to even greater heights!
Convergence 2021 Online is now in the history books. Thanks to the great speakers and sponsors who so generously contributed to the event. Thanks to Media West, the conference platform provider, who worked diligently to help make the event a success. And big thanks to the attendees who were willing, once again, to adapt to the restrictions imposed by COVID and participate in our annual conference online. We appreciate your loyal support; we hope you enjoyed your day with us; and – I think we all can agree – we’re looking forward to seeing you in person for Convergence 2022!
Plans for the Chapter’s activities for the new year are now underway. Our CPE Council will meet soon to begin setting the 2021-22 educational agenda. Committees, in general, are reorganizing and refreshing for the coming year and it is a great time to join one. These groups are such vital components of our organization, and they need your skills and passion. They will be meeting soon to discuss their plans, so I encourage you, if you have not already, to become a committee member and contribute!
If you’re in need of Ethics credit this month, our June Ethics course, taught by Allison McLeod, will be held on June 9. On June 30, you can attend Field Guide to International Tax Regulations. Saville Dodgen’s Robert Smith (Partner) and Jon-Michael Ferris (Tax Senior) will present this session on international and nonresident taxation issues. Both classes will be taught online.
Speaking of CPE, Steve Tillinger returns on August 11 with his virtual midyear tax update seminar. You’ll find an article elsewhere in this edition with details on this popular course.
Also on the calendar for this month are two great networking opportunities. On June 10, our Young Professionals Group is hosting a happy hour at Public School 972 for our younger members, and our monthly Thirsty Thursday social networking hour is on June 17, at Blue Mesa Grill. These monthly events are a great way to get together with old friends and make new ones as well, and they continue to be some of our most popular functions.
This is a great time to get involved in TXCPA Dallas, when the new year is just beginning. Join a committee, attend our social hour, register for a class… Together, let’s lead this organization into a brilliant future!
Sharon Lukich, CPA
Board Chairman, 2021-22


Online Ethics Course

A CPA’s Guidebook for Ethical Behavior:

A CPE Ethics Course for Texas CPAs

Wednesday, June 9, 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.
Course No.:
CPE Credit Hours:
Sponsor #:
Wednesday, June 9, 2021
8:00 a.m. – 12:00 p.m.
Webinar (Internet-based)
$120/Member; $150/Non-Member
To register for this event, click here.

Online CPE Double Feature Event:

International and Nonresident Taxation

Wednesday, June 30, 2021

TXCPA Dallas

invites you to an

Online Double Feature CPE Event

Wednesday, June 30, 2021
1:00 p.m. – 3:00 p.m.
This is an online event.
Robert A. Smith
Partner, Saville Dodgen & Company PLLC
Jon-Michael A. Ferris
Tax Senior, Saville Dodgen & Company PLLC
International Tax Case Study: SummitCo Goes Global!
Course Description: Join Robert and Jon-Michael for a jaunt through the latest updates to Tax Cuts and Jobs Act international guidance as they guide you along the path of SummitCo, a small manufacturing company undertaking a global expansion. Hear about the IRS’s new Global Intangible Low-Taxed Income (GILTI) rules, export incentives, and other topics of interest to CPAs and globally-focused companies.
Learning Objective: Participants will:
  • Learn about how to choose between tax classifications of a new foreign entity.
  • Understand how GILTI tax works and where to look for more information.
  • Learn how foreign tax credits and the Section 962 election can help.
  • Discuss potentially lucrative tax benefits for exporters.
  • Talk about transfer pricing and considerations when purchasing a foreign company.
  • Learn about the implications of bringing profits home from foreign companies.

Everything You Always Wanted to Know About

Nonresident Tax Withholding… But Were Afraid to Ask – Forms W-8, 1042, Foreign Partner Withholding,

and Why They Matter

Course Description: Real-world tips for CPAs, accounts payable departments, and foreign investors to help decipher the withholding tax rules and stay safe from IRS penalties, as told through the hapless adventures of a wayward withholding agent.
Learning Objectives: Participants will:
  • Learn the basic structure of US international tax withholding and reporting rules, including domestic law and impact of tax treaties.
  • Become familiar with the W-8 series of forms and how to select the correct form to use.
  • See examples of each type of withholding in action and learn common mistakes to avoid.
Course Level:
Course #:
CPE Credit Hours:
Wednesday, June 30, 2021
1:00 p.m. – 3:00 p.m.
Live (Internet-based)
$35/Members; $135/Non-Members
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.

Convergence 2021 Online

Convergence 2021 Online

Sponsor Keyword Drawing Winners

Thanks to all who participated in our
Convergence 2021 Online
Sponsor Keyword Contest
And the Winners
of a $100 American Express Gift Card are…

Jaime Campos

Susan Maddox

Larrynnee Pierre

Lucky Convergence 2021 Online Winners!!!


Young Professionals Group

Hosts Happy Hour

Thursday, June 10, 2021

 TXCPA Dallas’s

Young Professionals Group

will host a social networking hour on
Thursday, June 10, 2021
5:30 p.m. – 7:30 p.m.

Public School 972

14854 Montfort Drive

Dallas, TX 75254

Join your fellow TXCPA Dallas young professionals
 for a social networking event.
There is no cost.
Just let us know you’re coming by registering below.
All TXCPA Dallas young professionals are welcome!
See you there!
  To RSVP for the event, please click here.

June Thirsty Thursday

Thursday, June 17, 2021

 Join us for our monthly networking event on

Thursday, June 17

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!

Veronica Naomi Balderas, CPA
William Stephen Ballard, CPA
Cole Jameson Barnard, CPA
Kasey Alan Barnett, CPA
Colleen G. Basler, CPA
Caroline Rose Berry, CPA
Kurt Thomas Bond, Candidate
Claire Isabel Bresnahan, CPA
Kenny Briceno, Student
Bobby Ray Callaway, CPA
Harrison Chandler Card, CPA
Juanne Cheng, CPA
Josh Cockrell, Affiliate
Michael Constantine, CPA
Madeline Cordell, CPA
Joseph Anthony Cotter, CPA
Christian Farrell Denker, CPA
Carolyn Bender Detrempe, CPA
Eric Daniel Drish, CPA
Stephanie Grace Duck, CPA
Herlinda Duran, Student
Emily Morgan Etnyre, CPA
Sanghee Eum, Student
Kimberly Rae Farek, Student
Brooke Noonan Faulkner, CPA
Aimee Rae Ferguson, Student
John Andrew Franken, CPA Keith Thomas Galante, CPA Erika J. Garcia, Candidate Mitchell David Gilles, CPA Kyle Glennon, CPA
Wendy Suzanne Gober, CPA
Erika Gooding, Candidate
Jesus Adrian Grimaldo, Student
Brittany Guillory, Student
Xi Guo, CPA
Dulcinea Nicole Hammes, CPA
Kayse Leigh Hampton, CPA
Mary Hanna, Affiliate
Colin Michael Hardwick, CPA
Seleeka Harris, Affiliate
Audrey Sophia Haynes, CPA
Nathan Taylor Hill, CPA
Lauren Elizabeth Hoover, CPA
Dana Michelle Hord, CPA
Joseph Howard, CPA
Nathan Tsu Yuan Hsiao, CPA
Lauren Nicole Hutchens, CPA
Caroline Kristin Janning, CPA
Benjamin Eddie Jebsen, CPA
Jisha C. John, Affiliate
Victor Ignacio Juarez, Student
Zane Patten Kimball, CPA
Ryan Michael Klapper, CPA
Kala Klapper, CPA
Kay-Lynn Catherine Klug, Student
Stacie Elizabeth Kowalczyk, CPA
Jennifer Lynn Kreb, CPA
Allison Catherine Kuntz, CPA
India Satara Lacy, CPA
Mike Wayne Langley, CPA
Chris Lawson, Affiliate
Tinh Ngoc Le, CPA
Steven Tyler Lee, CPA
Danwei Li, CPA
Ran Ling, CPA
Seth Alexander Maggio, CPA
Prabin Maharjan, CPA
Daniel Mahler, CPA
Ronna McAuley, CPA
William McCord, CPA
Darah Margaret McIlwain, Student
Mark Alexander McLean, CPA
David Eliseo Mendez, Student
Sadie Marie Meredith, CPA
Kutlay Mescioglu, CPA
Clay Matthew Miller, CPA
Danielle Dominique Moncure, CPA
Elizabeth M.Morris, CPA
Haley M. Muela, CPA
Brandi Marie Myers-Devlugt, Student Tu Ngo, Student
Shahrzad Niakan, Candidate
Shanil Farid Noorani, CPA
Dilshad Nooruddin, CPA
Jared O’Dell, CPA
Jiayan Ou, CPA
Nicolas Andrew Pacheco, CPA
Rakshya Pandey, Student
Hye Chong Park, CPA
Kasey Parmentier, Candidate
Bennett Richardson, CPA
Robert F. Rodriguez , CPA
Blair Ellen Roy, CPA
Abigail Mary Rozanski, CPA
Claudia Ryan, Affiliate
Jocelyne Salazar, Student
Abdelkhalek Ahmed Saleh, CPA
Danielle Lea Seright, Student
Diana Servage, CPA
Rajvi Atul Shah, CPA
Mansoor Sharif, CPA
Nikki Sharma, Candidate
Billy Glenn Shaw, CPA
Lihong Shi, Student
James Tobey Shiverick, CPA
Sneha Satishkum Somani, CPA
Shelby Hollowell Sullivan, CPA
Yi Sun, CPA
Gilman Irfan Suriya, CPA
Vivian McLawrence Toh, Student
Kathryn Anne Toppett, CPA
Ryan Lee Torres, CPA
Klara Vaculcik, CPA
Vilma Velazquez, CPA
Kayla Sue Visem, Student
McKenzi Jordyn Volz, CPA
Jeffrey David Susumu Wada, CPA
Andrea Mary Wade, CPA
Mayriann De Castro Waite, Student
Larren David Walker, CPA
Keshia Walker, Student
Menglin Wang, CPA
Matthew Watabe, Candidate
Jacob Paul Westhusin, CPA
Lauren Alyssa Wiley, CPA
Trevor Daniel Wilson, CPA
Tyler Leon Woodfield, CPA
Jack Wright, Candidate
Ying Xie, CPA
Yihao Yao, Candidate
Brett Zandevakili, CPA

Congratulations Are in Order

Congratulations to TXCPA Dallas member Peter McCleskey who was recently named Managing Partner of KHA Accountants.

A Word From Our Sponsors

D CEO Offers Free Subscriptions to Renewing Members

Now is the time to renew your TXCPA/TXCPA Dallas membership. In addition to all of the many existing benefits of association membership, 2021-22 membership renewal will entitle you to a free one-year subscription to D CEO Magazine. Renew now and start enjoying this outstanding publication.


Practices For Sale

Practices For Sale in North Texas:

Gross revenues shown: NW of DFW CPA $560K; Grapevine Tax Firm $320K; NW of DFW Audit Clients $155K; The Colony/Frisco Area CPA $156K; S. Tarrant Co. CPA $87K; 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 and register for free email updates.


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.

A Word From Our Sponsors

Join the passionate Dallas-based accounting educators who are already using the UWorld Roger CPA Review Learning Platform to seamlessly integrate CPA Exam curriculum into their courses.
✓    Build and assign custom quizzes
✓    Complement the topics you teach with expert-written questions and simulations that align with the AICPA blueprints
✓    Track student performance on an individual and classroom level
✓    Help students master the concepts with engaging lectures and digital flashcards
From the free basic version to full undergraduate and masters program integration, this cutting-edge platform can be customized to meet your program needs.
To get started, contact your local UWorld Roger CPA Review representative, Stephanie Hayes at shayes@uworld.com.

Hello CPA network!
Are you a skilled CPA with a creative mind and passion for writing? Would you like to make an impact on the next-generation of CPAs and help them reach their goals? If this describes you or someone you know, read on!
At UWorld, we are changing the way students learn and master the most difficult accounting topics. Our growing content development team includes the brightest minds in accounting education—including Ph.D.’s, practicing CPAs, and academics—and we want you! Join our growing Content Development team and be a part of the difference. If you’re interested, please contact Stephanie Hayes.


TXCPA Chapter Tip Sheet

Continue Enjoying Member Discounts and Services

Be sure you don’t miss a day of the discounts and services available to TXCPA members! Annual dues must be paid in order to receive some of them. If you haven’t yet responded to your dues notice, please do so right away. If you did not receive an invoice, please contact Member Services. (Email membership@tx.cpa; phone 800-428-0272 option 1)

Mark Your Calendar – Annual Meeting

All members are invited to attend this year’s Annual Meeting of Members, which will be held virtually June 24-25, 2021. The schedule and format of the meeting, awards recognition and social events surrounding the program are being finalized and more information will be shared soon. In the meantime, mark your calendars for the Board meeting to be held Thursday and Friday, June 24-25, 2021, from 9 a.m. – 12:30 p.m. both days. We will also hold a virtual networking event Thursday from 4 p.m. – 5 p.m. Please reach out to Holly McCauley for more information or with any questions.

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!

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