TXCPA Dallas

March 2020 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Other CPE Opportunities
  • Events
  • Convergence 2020
  • Giving Back
  • Membership
  • Classifieds
  • Marketplace

Chairman’s Message

By Bill Sims, CPA

The winter days are winding down and at TXCPA Dallas, we are “March”-ing toward an exciting Spring!


Convergence 2020, to be held on Monday, May 4, at the Omni Frisco Hotel at The Star, is only a couple of months away. If you haven’t registered yet, we encourage you to do that right away as space will be limited and Early Bird pricing runs out on the 17th of this month. The full Member price of $75 is a bargain for an event of this caliber; the Early Bird price of $50 for a full day of quality education is a steal you don’t want to miss out on. This year’s conference offers 26 sessions, including a luncheon keynote presentation by Joseph Daniels, CEO of Arlington’s new National Medal of Honor Museum. Leading edge information. Excellent networking opportunity. State-of-the-art venue. Lunch on the Cowboys’ practice field. Price: $50. Register now.


And speaking of Convergence, don’t miss our April 23rd Thirsty Thursday Networking Hour where we will recognize our Convergence 2020 sponsors. This event is scheduled for 6:00 – 8:00 p.m. at the Blue Mesa Grill on Montfort Drive. We always have a large turnout for this gathering, so it’s an excellent chance to visit with old friends, meet plenty of new ones and give a big thank-you to the good people who make our signature event possible year after year. There is no charge to attend, but we do ask that you let us know you’ll be there, which you can do by clicking here. And if you’re interested, there is still time to become a Convergence 2020 sponsor. Read all about it here.


Besides Convergence, we have several other CPE opportunities in the upcoming months. In addition to our monthly Ethics class, the Business & Industry Committee has organized a Behind the Scenes lunch and CPE event on March 25, at the new Dallas Holocaust Museum. On April 9, Sarah Grenier of BKD, Bill Moss and I will present a four-hour CPE event, Nonprofit Accounting Topics, in TXCPA Dallas training facility, and save the date – April 20 – when our friend Dave Zander will present a session on Social Security, also in the training facility. On May 13, Tim Pike and Taylor Franta of Howard LLP will discuss Employee Benefit Plan Audits. Our schedule is packed with educational opportunities, and we invite you to make the most of all of them.


Have you made your CPA-PAC donation for the year? CPA-PAC is TXCPA’s grassroots political action committee. Our financial donations to the committee contribute much needed funds to political candidates as well as incumbents who understand the importance of a sound Texas economy and the critical role of the CPA in preserving the state’s business climate. Just as other professions have recognized the critical importance of political action committees, CPAs also have too much at stake to commit anything less than 100% to our political efforts. No CPA in Texas can afford not to give to the CPA-PAC, so I encourage you to click here and support the association’s tireless efforts on our behalf.


Have a happy and productive month and remember to sign up for Convergence 2020 before March 17. We look forward to sharing the day with you.


Bill Sims, CPA

Chairman, 2019-20


Ethics Courses – LIVE!!!

March – May 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.

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.

20601214 – Wednesday, May 20, 2020, 12:00 p.m. – 4:00 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: Nonprofit Accounting Topics

Thursday, April 9, 2020

TXCPA Dallas

invites you to a

CPE Event

Nonprofit Accounting Topics

presented by

Sarah Grenier

Director, BKD LLP

Bill Moss

William R. Moss, CPA

Bill Sims

Partner, Salmon Sims Thomas & Associates PLLC

Thursday, April 9, 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: Learn about key areas unique to Nonprofits from an accounting and auditing perspective. Learn about key areas such as donated goods and services, bargain purchases, joint costs and the two new revenue recognition standards for contributions, grants and earned income.


Learning Objectives: Attendees will learn high level topics as noted above in the nonprofit sector.


Course Level:      Basic/Technical

Prerequisites:      General understanding of nonprofits structure and accounting

Course #:              20121115

CPE Credit Hours: 4

Date:                    Thursday, April 9, 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; $135/Non-Members


To register, click here.


CPE Event: Social Security & Financial Planning

Monday, April 20, 2020


Mark your calendars for

Monday, April 20


Dave Zander


Back Nine Financial

Will bring his wit and wisdom on the subject of

Social Security and Financial Planning

for the “back nine” years to TXCPA Dallas.

Monday, April 20, 2020

1:00 p.m. – 5:00 p.m.

in the

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas, TX 75251

Registration will open soon,

so watch your inbox for an announcement.

CPE Event: Employee Benefit Plan Audits

Wednesday, May 13, 2020

TXCPA Dallas

invites you to a

CPE Event

Employee Benefit Plan Audits

presented by

Tim Pike

Partner, Howard LLP

Taylor Franta

Audit Manager, Howard LLP

Wednesday, May 13, 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: Audits of employee benefit plans are highly specialized, and significant emphasis has been placed in recent years to improve audit quality. This session focuses on the knowledge and tests and considerations specific to these audits. Whether you are an auditor in public accounting or a plan administrator, you will benefit from the updated information on standards, as well as common deficiencies found in plans and how to, report on them for auditors, and how to avoid them for plan administrators.


Learning Objectives: Attendee will learn information surrounding benefit plan considerations and best practices.


Course Level:      Intermediate/Technical

Prerequisites:      None

Course #:              20541213

CPE Credit Hours: 4

Date:                    Wednesday, May 13, 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; $135/Non-Members


To register, click here.


TXCPA Fort Worth Presents

CFO Controllers Conference

Wednesday, March 25, 2020



You’re invited to attend

TXCPA Fort Worth’s

CFO Controllers Conference

Wednesday, March 25, 2020

8:30 a.m. – 4:15 p.m.

The Riley Center

Southwestern Baptist Theological Seminary

1701 W. Boyce Avenue

Fort Worth, TX 76115

For more information and to register, click here.


April Thirsty Thursday

Thursday, April 23, 2020

Thirsty Thursday takes a break in March,

but join us

Thursday, April 23, 2020

6:00 p.m. – 8:00 p.m.




14866 Montfort Drive

Dallas, TX 75254

(Plenty of parking, including an underground garage!)


This month’s social event will be extra special

as we welcome our Convergence 2020 Sponsors!

Come and enjoy a great time, make new friends

and show some TXCPA Dallas hospitality

to the wonderful people who make

our Convergence program



There is no cost,

but please click here to let us know you’re coming.


All TXCPA Dallas members are welcome!

See you there!

Convergence 2020

Convergence 2020


Early Bird Pricing Ends March 17


TXCPA Dallas presents its

hallmark event of the year



Monday, May 4, 2020


Omni Frisco Hotel at

The Star


Featuring Luncheon Keynote Speaker

Joseph Daniels

Chief Executive Officer

National Medal of Honor Museum

Register now for the premier

accounting CPE event

in North Texas!

Take advantage of special

Early Bird Pricing through March 17.

Click here to register.

Convergence 2020

Convergence 2020

Thank You to Our Sponsors


Convergence 2020 Sponsorships are available!

Click here for details on how your company can participate.



Bonton Farms – Service Saturday Event

Saturday, May 9, 2020


We have a fun community outreach opportunity

available to you in May.

Swing down to Bonton Farms for a morning of farm restoration

and to-dos like goat milking, plant harvesting and chicken cooping.

It’s family-friendly!

Bring breathable clothing, comfortable shoes and water as needed.

Sign up now, as space is limited.

Saturday, May 9

9:30 a.m. – 12:00 p.m.

Bonton Farms

6915 Bexar Street, Dallas 75215

To register, click here.


Welcome, New Members!

Satya Kiran Alapati, CPA

N’Goran Allangba, CPA

Tal Barazani, CPA

Ihsan A. Bawa, CPA

Katherine Diane Benson, CPA

Savannah Claire Boettcher, CPA

Timothy Bogott, CPA

Bobby Bouche, CPA

Yihao Cao, CPA

Yujin Chang, CPA

Po-Han Chen, CPA

Zhining Chen, CPA

Kevin Chi Cheng, CPA

Daniel L. Colon, CPA

Garrett Anthony Cox, CPA

Jordan Coe Darling, CPA

Bailey Elizabeth Ewing, CPA

Casey C. Farrell, Student

Adam Spencer Flath, CPA

Kendal Marie Fuller, CPA

Cesar David Garcia, CPA

Cydney Jordan Gehner, CPA

Richard William Genetelli, CPA

Robert Allan Gooderl, CPA

Jonathan James Goodwin, CPA

Alaina Marie Gover, CPA

Lauren Elizabeth Green, CPA

Allison Marie Hallas, CPA

Jia Han, CPA

Madeline Elise Hector, CPA

Hale Hilsabeck, Affiliate

Hon Ho, CPA

Hannah Leigh Holeman, Candidate

Yu-Ting Huang, CPA

LaTrenda LaShawn Hughes, CPA Christopher A. Jodlowski, CPA

Bridget Janet Johnson, CPA

Jenna Liao, CPA

Daniel Phillip Maniatis, CPA

Garret Graham McAlister, CPA

Sneha A. Mehta, CPA

Clifford Nafsu, CPA

Mattie Catherine Potter, CPA

Suzette Rosales, Student

Vincent Milton Rosdahl, CPA

Alicia Lauren Satarino, CPA

MsSarah Ruth Sawyer, CPA

Reid Christopher Seger, CPA

Wesley Hunter Swanson, CPA

Jim Vlasak, CPA

Priyanka Abhishek Wakharkar, CPA Fangyang Wang, CPA

Jieying Wang, CPA

Olga Wendling, CPA

Allen R. Westergard, CPA

Claire Elise Wheatley, CPA

Bronwyn Lorraine Wilson, CPA

William Pai Yu, CPA

Liqing Zhang, CPA

Juan Camilo Zuluaga, 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 Southern Methodist University (SMU) graduate accounting student, Andrew Ramsey, and welcoming him to TXCPA Dallas. 


At SMU, Andrew Ramsey has excelled at – pretty much – everything he’s done. In December of 2018, he received a Bachelors of Business Administration in Accounting with minors in Spanish and Religious Studies. He received the Dean’s List Award for academic excellence in all semesters. He was awarded the Distinguished BBA Scholar and Second Century Scholarships from the university, as well as the Merit Scholarship from the MSA Program. He has been a member of the University Honors Program, Alpha Chi and Beta Gamma Sigma academic honor societies, the National Society of Collegiate Scholars, and the Spanish National Honor Society.


Andrew served as President of The Hill, a church college ministry at SMU. He was also a volunteer with 1960 Hope Center, a member of the Student Athlete Advisory Committee and played on the NCAA D1 SMU Men’s Soccer Team.


Andrew has interned at Outlook Financial Group in The Woodlands and with PwC, where he has accepted an offer of full-time employment upon receipt of his Masters in May.


TXCPA Dallas welcomes and congratulates Andrew Ramsey.


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.

CPA PRACTICE OPPORTUNITY: CPA practice in Richardson available for buy-out by moving into our offices and serving as an employee for 2-4 years, then it’s yours. Last year gross – $87K. 26% write-up and compilations, some QuickBooks: 24% taxes. You must be a CPA, and you may have an assistant. Contact: johnpdale@aol.com.


Visit the New TXCPA Dallas Store!


Lands’ End TXCPA Dallas Store Has Spring Merchandise

Be sure to visit our Lands’ End TXCPA Dallas Store, where you can purchase Lands’ End merchandise with the TXCPA Dallas logo. Wear your organization’s logo proudly! Begin your shopping adventure by clicking here.

Get It Now from Wolters Kluwer!


Following publication of the Income Tax Regulations (Winter 2020), the IRS issued additional guidance, many of which implement and interpret provisions of the Tax Cuts and Jobs Act. Due to the significance of such guidance for 2019 tax compliance and for planning purposes, Wolters Kluwer has published this Supplement to the 2020 Edition. This publication includes final, temporary, and proposed regulations issued after Nov. 6, 2019, through Jan. 15, 2020. Please visit our partner page to take advantage of your member discount of 25% off.


TXCPA Chapter Tip Sheet

The Texas Society of CPAs is committed to helping the organizations that employ our members leverage those membership investments to support organizational goals for success. We know each organization has unique needs. TXCPA’s Group Billing program is tailored to meet those needs.

If you would like to participate in the Group Billing Program or ask any questions, please contact Stephanie King (phone 800-428-0272 x 233 / 972-687-8533).



During tax season, TXCPA builds a volunteer list of CPAs willing to do newspaper/on-camera media interviews. If you know someone who has the time and would be a great candidate to represent the Society, please contact Kari Owen (phone 800-428-0272 x 688 / 972-687-8688). She will contact those recommended and obtain their commitment to participate, which often requires an immediate response to interview requests – especially during a time of high media interest such as tax season.

And remember: TXCPA has a database of talking points to assist with media interviews and can also help with members’ presentation needs (PowerPoint documents, brochures and handouts, etc.).



The TXCPA Peer Review Program has an urgent need for peer reviewers. Peer review allows our profession to self-regulate, enhances the quality of our work as CPAs and improves our image as a profession dedicated to protecting the public. Your firm has a unique opportunity to give back to the accounting profession while expanding your areas of service! Contact TXCPA Peer Review Director Jerry Cross, CPA, CGMA, to learn more about this opportunity.