Dallas CPA Society

October 2018 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Giving Back
  • Announcements
  • PAC Notes
  • Membership
  • Sponsor Happenings
  • Classifieds

Chairman’s Message

By Tim Pike, CPA

Dallas CPA

Every month the Dallas CPA Society promotes, protects, and advances our profession! We do this through CPE, networking, community involvement, and educating those outside our profession! Additionally, our new-look website is live! Its simplified, mobile-friendly, and most importantly, speaks to who we are!



  • October 8thEthics taught by Dr. Richard Mark who offers an unusual perspective on ethical considerations.
  • October 17thController/CFO CPE Series: Legal Environment. Led by attorneys from Gray Reed & McGraw LLP, this course will investigate various workplace legal issues.
  • October 23rdMember Appreciation CPE Series. This event will feature sessions led by Jimmy Martens of Martens Todd Leonard and Ahlrich; James Creedon with Creedon PLLC; Robert Tobey with Johnson Tobey Baruch; and Larry Jones of Freeman Law PLLC.


We hope you’ll take advantage of all of these great offerings, but you need to register quickly, as space is limited.


Networking: October 19th at Coal Vines on Belt Line Road, join us for our October ThirstyThursday. These events offer the best way to make and build lasting relationships, and they continue to grow in popularity and attendance each month. I hope you’ll make the time to attend this month!


Advancing: We have some absolutely amazing leaders that advocate for our 6,200 members! Don’t forget that you only have through October 5th to submit your nominations for 2019-20 DCPAS leadership positions. There’s an article elsewhere in this newsletter that gives you more information. I encourage you to participate in this important aspect of your membership. Help create the future of your organization!


Protecting: Until I became active in the Dallas CPA Society, I had no idea about the efforts that CPA leaders throughout the state put forth to both protect our license and to educate legislators on the effects of various bills. With the upcoming session in Austin in January, we should all be aware there are significant matters that will affect us professionally as well as personally. The TSBPA – and, consequently, our CPA licenses – are up for sunset reviewthis year. There have already been several recommendations that the state sunset review committee has put forth that will affect our licensing in the future. Our Legislative Affairs Committee has already been making significant efforts on our behalf. Financial contributions assist them to protect our livelihoods. Join us in this crucial endeavor and make a donation by texting “CPAPAC” to 51555, or clicking here.


There are so many great things happening at the DCPAS, not only in October, but through the end of the year. Read your monthly newsletters and check our website often to keep up with all of the many terrific ways to take advantage of your Dallas CPA Society membership.


Until November…


Tim Pike, CPA

2018-19 Board Chair

DCPAS – Ethics Courses

October – December 2018

The Dallas CPA Society is pleased to offer the required, State-approved, 4-hour Ethics course.



TXCPA Dallas

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.


Level:  Basic

Prerequisite: None

Format: Classroom

Time:  8:00am-12:00pm

Course No.:

  • 19600514 – October 8, 2018
  • 19600614 – November 7, 2018
  • 19600714 – December 4, 2018

Credit Hours: 4

Sponsor No. 441


  • $120 (Member)
  • $150 (Non Member)


To register for these courses, please click here.

Controller/CFO CPE Series

October 17, 2018


The Dallas CPA Society is pleased to present the 2018-19 Controller/CFO CPE Series. These four-hour sessions will investigate various issues experienced in accounting through a functional, rather than industry, lens.


This popular series is designed for Controllers, CFOs, Treasurers, Directors of Accounting and those who would aspire to these positions. Join us for this year’s first installment titled, “Legal Environment”.


Legal Environment

Wednesday, October 17th, 1:00pm-5:00pm


#MeToo in the Workplace: Addressing Harassment and Its Impact on Corporate Culture

Michael Kelsheimer, Partner – Labor & Employment Law, Gray Reed & McGraw LLP

Course Description: This presentation reviews the legal issues that are trending in the “#MeToo” environment, the need for corporate counsel to develop effective policies addressing harassment, when legal counsel need to get involved, and how companies can take proactive measures to prevent it in the first place.

Learning Objectives:

Understand how the #MeToo Movement gained momentum

  • Learn how sexual harassment impacts corporate culture
  • Learn effective techniques for addressing sexual harassment complaints
  • Understand what sexual harassment policies should include
  • Answer the question – is training your employees on sexual harassment enough?
  • Learn what to do when a high level executive has been accused of inappropriate conduct
  • Learn how to establish a legitimate non-discriminatory reason for termination

Course Level: Basic/Technical

Prerequisites: None


The Balancing Act: Trade Associations & Antitrust Laws

Gene Besen, Partner – White Collar Defense, Gray Reed & McGraw LLP

Course Description: This presentation covers criminal antitrust violations such as price fixing, bid rigging and market division/allocation; the dangers of anti-poaching and wage-fixing agreements; and the Department of Justice’s perspective on antitrust law enforcement.

Learning Objectives:

  • Understanding Antitrust law applicable to CPAs
  • How to navigate competitive bidding
  • How to safely participate in trade associations
  • Understanding the legality of poaching and wage setting agreements
  • Current DOJ Antitrust enforcement priorities

Course Level: Basic/Technical

Prerequisites: None


Scary Stories from the Texas Comptroller’s Office

Israel Miller, Counsel – Tax Law, 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:

  • 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


You Mean People Go to Jail for That? Hidden Dangers of Handling a Trust Fund Recovery Penalty Investigation

David Gair, Partner – Tax Law, Gray Reed & McGraw LLP

Course Description: When businesses fail to pay employment taxes, “responsible persons” may face criminal as well as civil penalties. Criminal prosecutions for failing to pay employment taxes have become a favorite IRS target. This presentation will advise you how to assist your clients with avoiding these traps for the unwary.

Learning Objectives:

  • Review the trust fund recovery penalty rules
  • Identify responsible persons and willful failure to remit trust fund taxes

Course Level: Basic/Technical

Prerequisites: None


Date:   Wednesday, October 17, 2018

Time:  1pm-5pm

Location:  Dallas CPA Society Training Facility

12400 Coit Road, Suite 750

Dallas, TX 75251

Course #:  19240515

CPE Credits:  4

Category: Basic/Technical

Prerequisites: None


  • Member / $25
  • Non-Member / $125

Register Now for this exciting seminar!

Member Appreciation CPE Series

October 23, 2018


Plan to join your fellow DCPAS members for the very popular

Member Appreciation CPE Series

Tuesday, October 23, 2017


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:

Brand Protection —

What CPAs Must Know About Intellectual Property

James Creedon

Managing Attorney, Creedon PLLC

IRS Penalties and How to Get Them Abated

Larry Jones

Of Counsel, Freeman Law PLLC

Tax Controversy Matters with the Texas Comptroller

Jimmy Martens

Partner, Martens Todd Leonard & Ahlrich

Common Malpractice Traps for CPAs and Ways to Avoid Them

Robert Tobey

Shareholder, Johnson Tobey Baruch

Course #:  19120515

CPE Credits:  4

Date:  October 23, 2018

Time:  1pm-5pm; Registration begins at noon.

Location:  Communities Foundation of Texas

                  5500 Caruth Haven Lane, Dallas, TX 75225

Cost:  $25

Click here to register for this CPE Seminar and watch your inbox for more details.

Save the date for these upcoming

2018-19 Member Appreciation CPE Series events:

Monday, November 12, 2018

Tuesday, December 18, 2018

Tuesday, January 8, 2019


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!


Circle the date on your calendars

and plan to attend the premier

accounting CPE event

in North Texas!


Watch this newsletter and your email inbox

for the opening of registration.

Thank You to Our Convergence 2019 Sponsors


convergence 2019 sponsors


October Thirsty Thursday

Thursday, October 18, 2018


Join us for our monthly networking event on

Thursday, October 18th



5407 Belt Line Road

Dallas, TX 75254

There is no cost for this event,

but please use the link below to let us know you’re coming.

All DCPAS members are welcome!

See you there!

To RSVP for the event, please click here.

Giving Back

Community Outreach Opportunities

October – November 2018


Community outreach is a major part of the mission of the Dallas CPA Society. We offer several occasions throughout the year for those interested in giving back to participate in charitable activities. If you would like to contribute your time and effort to a worthwhile cause, here is a list of upcoming opportunities where you can be of service:


October 27th

Tango Tab: Feed the City

Bottled Blonde/Backyard, Deep Ellum

505 N. Good Latimer Expressway, Dallas

8:30am – 11:00am


November 3rd

Food Pantry

North Texas Shared Ministries

2875 Merrell Road, Dallas



November 17th

Tango Tab: Feed the City

City Works, Frisco

3680 The Star Boulevard, Frisco

8:30am – 11:00am


November 27th

Distribution Center

North Texas Food Bank

3677 Mapleshade Lane, Plano



To register for these events, click here.

Young Philanthropist Award

Dallas CPA Society & Dallas Foundation

Announce Award


The Dallas CPA Society is proud to announce its collaboration with the Dallas Foundation to recognize the outstanding contributions of CPAs under the age of 40. The inaugural Young Philanthropist Award will be presented at the DCPAS Annual Meeting in January. For more information and to make a nomination, click here.

2019-20 Dallas CPA Society Leadership Nominations


Who will shape the future of the Dallas CPA Society? Here’s your chance to have a voice. We are currently accepting nominations for the 2019-2020 positions listed below.




Dallas CPA Society Directors

TSCPA Directors

Nominations Committee Members


Please nominate qualified candidates by October 5, 2018, by sending your recommendations to: lmcfadden@cpadallas.org.

PAC Notes

Save your CPA License!


We need your help as the Texas State Board of Public Accountancy is up for review during the next Texas Legislative Session in 2019. This means that your license is being voted on! Committee meetings and testimony are going on now. We are fighting to protect your license! Join the PAC and make a donation today! Text “CPAPAC” to 51555 or click here.


Scholarship Winner Spotlight


Each month, we will 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, Leslie Holt, and welcoming her to the Dallas CPA Society.

“Serving the public has always been a passion of mine”, writes Leslie Holt, “and I want to continue doing so as a CPA.” Leslie has served the public in the field of education by working for 11 years as a math and substitute teacher. It is her love of mathematics, of numbers and challenging puzzles, along with her desire to assist others that has led her to becoming a CPA.


Leslie received her BA in Mathematics from Texas Tech University, and she began her graduate work at UNT in the summer of 2016. She has been on the UNT Dean’s List and received the Jennifer A. Kemp Scholarship for the 2017-18 year. She is currently a UNT student affiliate of the AICPA, a member of Beta Gamma Sigma and the Golden Key International Honour Society. She lists her extracurricular activities as “raising my two teenage boys.”


In addition to her work as an educator, Leslie served as a bookkeeper for Reynolds Signature Homes and interned for CliftonLarsonAllen in the spring of 2018. She has since signed a letter of intent with the firm and will begin working there in September of 2019, following the receipt of her Masters degree from UNT.


The Dallas CPA Society welcomes and congratulates Leslie Holt.

Congratulations Are in Order


Meadows Collier has announced 2018 state and national recognition for several of the firm’s attorneys. Charles Meadows, Jr., William Cousins III, and Josh Ungerman have been named Best Lawyers in America and Texas Super Lawyers for 2018. David Colmenero and Charles Pulman also were named 2018 Texas Super Lawyers.


Congratulations, DCPAS Members!

Welcome, August New Members!

Andrew Taylor Allen, CPA

Preston William Badgett, CPA

Patrick Edward Barringer, CPA

Andrea Francine Bohannon, CPA

Lisa Marie Bozarth, CPA

Aaron Blake Butts, CPA

Joseph Montelle Cavalier, CPA

Richard Mark Collingwood, CPA

Brynn Davis, Candidate

Chunli Ding, CPA

Frank Louis Duracher, CPA

Jon-Michael Andrew Ferris, CPA

Christopher Dale Flockerzy, CPA

Violet R. Goodheart, CPA

Rochelle Guidry, Student

Justin Hale, Student

Sarah Michelle Hall, CPA

Ethan Scott Hamer, CPA

Samuel Hazen, Student

Emelia Hundt, Student

Forrest J. Hunter, CPA

Alexander Demoria Jackson, CPA

Lauren Nicole Jones, CPA

Austin Justine, Student

David Douglas Knable, CPA

Kevin Andrew Lauck, CPA

Jinglei Li, CPA

Samuel W Lin, CPA

Fuyin Lin, CPA

Ruby Luu, Candidate

Kevin Patrick McNally, CPA

Stanley Earl Mitchell, CPA

Sherry Rae Natzke, CPA

Kenny Nguyen, Student

Matthew Paul O’Leary, CPA

Maureen Elizabeth O’Neill, CPA

Madelyn Tze Yong Ong, CPA

Joycelyn Kenda Oparaodu, CPA

Jonathan Missael Orbe Burgos, CPA

Han Phu, Student

Edward Niyi Popoola, CPA

Amitabh Rai, CPA

Victoria Yvonne Ricketts, CPA

Kenneth Roberson, Affiliate

Julie Renee Rogers, CPA

Tareq Ziad Salah, CPA

Vruddhi Sunny Shah, CPA

Cara Elise Sosebee, CPA

Toby Dean Spivey, CPA

Lisa Suennen, Student

Michael Anthony Tannery, CPA

David Duane Van Etten, CPA

Kevin Vincent Vaz, CPA

Megan Kateri Wagner, CPA

Teng Wang, CPA

Han Wang, Student

Joseph Thomas Wood, CPA


Xero Hosts National Roadshow


Xero is excited to announce its National Roadshow event stopping in Dallas, Texas, on Thursday, October 25th. This event is free for Dallas area CPAs, and it’s a great opportunity for Xero’s CPA Society partners to see how its product works, network with fellow accountants, and earn some CPE credits. For more information and to register for this event click here.


Healthcare Business Challenges and The CPA’s Role

October 24, 2018

Dallas CPA Society Training Facility

12400 Coit Rd, Ste 750

Dallas, TX 75251

Presented by

Dura + Dura Co.


This program provides insight into Healthcare Business challenges, alarming trends and the CPA’s (both in public and private sectors) important role in addressing such challenges in this vast market. The course presents an overview of the healthcare industry with focus on physician owned businesses and groups. Areas in which CPAs can utilize their professional expertise to address healthcare business challenges are also discussed.


Learning Objectives:

An introductory course that offers CPAs the opportunity to advance their knowledge of the business challenges in the medical industry. The course also offers an overview of the various opportunities for CPAs to tackle such challenges by expanding their services and roles as physician practice advisors.


Course: DD001

Time: 11:00-2:30 (Lunch / Networking 11:00-11:30)

CPE Credits: 3

Prerequisites: None

Category: Technical/Management + Advisory Services

Speaker: Pantelisa (Delia) Dura

Cost: $85 Members/Non Members ( Lunch is Included )


To Register for this course, click HERE.

Practices For Sale


Practices For Sale in North Texas: gross revenues shown:Grayson Co $395K; SW Arlington $475K; W. of Ft. Worth CPA $400K; E. Dallas Suburb CPA $344K; Addison CPA $220K; N. of Denton CPA $232K; E/SE TX $290K; Dallas Area $900K; Carthage $108K. 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.

Employment Opportunities


Johnson & Sheldon, PLLC

We are a growth oriented, full service Amarillo CPA firm seeking an Experienced Audit Professional with 5+ years of experience. Our financial audit practice industries include retail/wholesale, financial institutions, construction contractors, employee benefit plans and governmental entities including Texas school districts. We are offering a very


competitive salary based on your experience and qualifications, along with excellent benefits and an unlimited future growth opportunity for the right candidate. a licensed CPA is preferred. Our firm is a member of the RSM, US LLP Alliance, which is the nation’s 5th largest CPA firm. As an Alliance member firm, we utilize their same tools, resources and technologies along with providing advanced national firm continuing education to our firm’s auditors. Send resume and salary requirements to: P.O. Box 509, Amarillo, Texas 79105, or e-mail to front@amacpas.com. Visit our website for more information at www.amacpas.com.


Chapter Tip Sheet

October 2018


TSCPA Now Accepting 2019 Rising Star Nominations

TSCPA is setting out to recognize CPA members 40 and under who have proven to be rising stars within the accounting profession and their communities. Do you have an up-and-coming star in your firm or company who has shown innovative leadership qualities, whether it be in the accounting profession, TSCPA or charitable activities? Have a friend or colleague who’s taken the reins within the profession or community? We want to hear from you! Anyone can nominate a rising star, but the nominees must be TSCPA members. Nominations must be completed by Friday, Nov. 16 to be considered. Submit a nomination today!


TSCPA Exchange Member Directory: Easily Find Colleagues and Make Connections

The Member Directory on TSCPA Exchange is a powerful tool that allows you to search for members by name, chapter, company, accreditation, areas of expertise and more! This is a great way to connect with peers from your chapter, find colleagues with similar interests or search for members within a specific area of expertise. Don’t forget to update your Exchange profile to ensure that other members can easily find and connect with you! Need help? Check out this handy Quick Start Guide and FAQs.


Follow TSCPA on Instagram

Follow @TexasSocietyofCPAs on Instagram for photos and updates on what’s happening across our 20 chapters. Have a great photo you want to share? Use hashtag #TXCPA. You can also follow us on Twitter, Facebook and LinkedIn to get the latest TSCPA and industry news.