TXCPA Dallas
March 2021 Newsletter
In This Issue…
- Chairman's Message
- CPE
- Convergence 2021
- Events
- Membership
- Classifieds
- A Word From Our Sponsors...
- TXCPA
Chairman’s Message
By Jason Freeman, CPA
Welcome, Spring! If you’re like me, after the unrelenting stress and dis-ease of the last year, you are more than ready for this life-affirming season of renewal and hope. At TXCPA Dallas, we’re “springing” into the season with many great events.
We have some good opportunities this month for CPE. On March 25, Eric Marchand and Joel Crouch of Meadows Collier will present two courses, Is Estate Planning Still Necessary? The Importance of Estate Planning for Nontaxable Estates and Transfer Tax Auditing/Controversies are Not Going Away in the Era of Higher Exemptions. Our monthly Ethics course A CPA’s Guidebook for Ethical Behavior will be led by Allison McLeod on March 26. Jim Ramsey of Visorie Consulting and Kevin Rockecharlie with BKM Sowan Horan will educate us on Cybersecurity and Search Engine Optimization on March 31.
If you’re looking for a chance to learn and network, you’ll want to check out the Buzzballz Behind-the-Scenes tour and CPE presentation on March 22, and the Brown Bag Lunch Series installment on March 26. Merilee Hicks, CEO of Buzzballz, will provide an overview of this innovative company headquartered in Carrollton at the March 22 event, and she’ll be joined by Erick Cutler and Kevin Harris of EisnerAmper, discussing R&D tax credit and cost segregation. Kenny Broom, a senior manager at Armanino LLP and our 2021-22 Chairman-elect, will speak on Deep Work for Managers at the March 26 Brown Bag event. Both events will include networking time in addition to the outstanding information you will receive.
Speaking of networking, our March Thirsty Thursday get-together on March 18, will include a wine-tasting. Integrity Wines will give what we’re certain will be an exceptional presentation on a variety of wines. You may attend this event for the education and networking alone, or for a more practical experience, you may choose to order a sample set of the featured wines. The first 22 registrants will receive these sample free, so sign up now!
While this season brings with it the hope of an end to the current worldwide health crisis and the promise of a return to routine activity, we know that normalcy cannot return overnight. Because of the threat still posed by the COVID virus, and the restrictions that would still need to be observed for the health and safety of our members, we have made the decision to convert Convergence 2021 from a live event to a virtual platform. The online conference will still take place on Friday, May 28. It will comprise four tracks, a total of 20 sessions, with the same high-quality content you’ve come to expect from the Convergence program. Details are unfolding daily as we work to create the best, most exciting experience for you, and you will be receiving more information about this changeover soon, so watch your email inbox and our website for updates.
There’s so much to be excited and optimistic about as we March into Spring. I hope that you will find the time this month to take a moment, a deep breath, to think of the darkness we’ve come through this year and to look ahead with joyful anticipation to the warm, sunny days ahead.
Jason Freeman, JD, CPA
2020-21 Board Chairman
CPE
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CONVERGENCE 2021 ONLINE
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Thank You to Our
Convergence 2021 Sponsors
EVENTS
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Welcome, New Members!
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Classifieds
Practices For Sale
Practices For Sale in North Texas: gross revenues shown: SE Dallas Tax & Bkkpg $40K; SW of Ft. Worth CPA $608K; NW of Dallas CPA $705K; NE Texas CPA $209K; E/SE CPA $290K. Also availalbe after 4/15/21 – Colony/Frisco Area CPA $158K. 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.
A WORD FROM OUR SPONSORS
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