TXCPA Dallas

Cybersecurity Issues

Monday, September 14, 2020

TXCPA Dallas

invites you to an

Online CPE Event

Monday, September 14, 2020

1:00 p.m. – 3:00 p.m.

This is an online event.

Peter Vogel

Of Counsel, Foley & Lardner LLP

presents

M&A Due Diligence:

Ethical & Legal Advice Regarding

Cyber, Cloud, and Service Level Agreements

Course Description: All clients use the internet and cloud computing, so during the due diligence process of Mergers & Acquisitions, it is imperative that CPAs help validate that there is proper cybersecurity regardless in which country cloud data is stored. Also validating Service Level Agreements for the cloud services are essential for CPAs to understand.

Learning Objectives: Participants will learn about privacy laws and internet jurisdiction.

_______________________________________

Joshua Sandler

Partner, Lynn Pinker Hurst & Schwegmann LLP

and

Sara Chelette

Partner, Lynn Pinker Hurst & Schwegmann LLP

present

Cybersecurity in the Time of COVID-19

More information regarding this session will be announced shortly.

Prerequisites:       

Course #:

CPE Credit Hours:

Date: 

Time:                        .

Format:

Cost:

None

21120415

2

Monday, September 14, 2020

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members

Energy Summit

Tuesday, September 15, 2020

Texas Oil & Gas Association will offer a virtual Energy Summit on Tuesday, September 15th, 10:00 a.m. – 11:00 a.m. Click here for more details and to register.

Networking for Life

Friday, September 18, 2020

TXCPA Dallas

invites you to a

Virtual Brown Bag Lunch & CPE Event

Bring your lunch, log on and enjoy a

fun break in your day!

This event also features

a one-hour CPE session:

Networking for Life

presented by

Sharon Lukich

Partner & Director of Business Development

Thomas Edwards Group

This is an online event.

Course Description: Networking is both an art and a science, and it is something that we can all improve on. Great leaders know this. During this session, participants will learn how to work a room, establish instant rapport and make effective small talk. They will also learn strategies for building a professional network and expanding their web of contacts and influence in a way that will enhance their effectiveness as current and future leaders.

Learning Objectives:

Participants will learn:

·     How to work a room,

·     Establish instant rapport,

·     Make effective small talk, and

·     Strategies for building a professional network.

Prerequisites:       

Course #:

CPE Credit Hours:

Date: 

Time: 

Format:

Cost:  

None

21120412

1

Friday, September 18, 2020

12:00 p.m. – 1:30 p.m.

Webinar (Internet-based)

Free, but please register so we’ll know you’re participating.

A CPA’s Guidebook for Ethical Behavior:

A CPE Ethics Course for Texas CPAs

Monday, September 21, 2020

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. This course will be taught by Professor Allison McLeod.

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.

Objective:

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.

Date:

Time:

Level:

Prerequisites:

Format:

CPE Credit Hours:

Sponsor #:

Cost:

Monday, September 21, 2020

8:00 a.m. – 12:00 p.m.

Basic/Ethics

None

Webinar (Internet-based)

4

441

$120/Member; $150/Non-Member

Presidential Candidate Tax Proposals

Ahead of the Election

Thursday, October 29, 2020

TXCPA Dallas

invites you to an

Online CPE Event

Presidential Candidate Tax Proposals

Ahead of the Election

presented by

Duncan Campbell

Partner, Private Wealth, Baker Tilley US LLP

Thursday, October 29, 2020

1:00 p.m. – 3:00 p.m.

This is an online event.

Course Description: In this course, Duncan Campbell will help attendees gain an understanding of the presidential candidate proposals and changes expected to come.

Learning Objectives: Participants will:

·     Identify the planning opportunities available for 2020; and

·     Discuss the impacts of the proposed changes to estate planning.

Prerequisites:       

Course #:

CPE Credit Hours:

Date: 

Time: 

Format:

Cost:

None

21120519

4

Thursday, October 29, 2020

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members

Save the Date!

November 5, 2020

Auditing in the Time of COVID

presented by

Lucas LaChance

Partner, Lane Gorman Trubitt LLC

&

Sara Godecke

Partner, Lane Gorman Trubitt LLC

___________________________________________

November 10, 2020

New Section 263A UNICAP

presented by

Heather Bradshaw

Senior Manager, RSM US LLP

&

The Final GILTI High Tax Exclusion Regulations

presented by

Greg Pudenz

Partner, International Tax, RSM US LLP

Details and registration for these events coming soon…

2020 Leadership Development Academy

TXCPA Dallas is now accepting applications for entry into its 12th annual Leadership Development Academy (LDA). For the past 11 years, the LDA has guided the next generation of future leaders for success both within TXCPA Dallas and beyond. Its curriculum and course activities are designed to help participants develop the skills needed to be effective leaders within their organizations, professions and community.

If you or someone you know would make a great addition to this year’s class, please click here for an application. The deadline for submission is October 1, 2020.

2021-22 Leadership Nominations

TXCPA Dallas invites you to nominate leadership candidates for the 2021-2022 year. Click here if you would like to make nominations for any of these positions:

·     Chairman-elect

·     Treasurer-elect

·     TXCPA Dallas Board Directors

·     TXCPA Directors

·     Nominations Committee

The deadline for nominations is October 2, 2020.

Lands’ End offers quality sportswear and other gear with TXCPA Dallas logo. Through October 2^nd, they are offering free logos and shipping on orders over $50. Use the promo code EMTFLFS50 and stock up on great items that proudly display the emblem of your professional association. Remember, the holidays will be here soon!

Click here to start shopping.

For the month of September, Wolters Kluwer is offering some of its most popular CCH publications to TXCPA Dallas members at an Early Bird discount of 30% off!

Click here to take advantage of this outstanding deal!

Nicholas Pierre Azzi, Student

Toni Badali, CPA

Jennifer Belong, Candidate

Vishavjyot Bhullar, CPA

Victoria Elizabeth Braud, CPA

Dan Bu, CPA

Sarah Buckalew, Student

Rocio D. Carrascal, Student

Jennifer Mumbi Chege, CPA

Meifang Chen, Student

Chris Choi, CPA

Eric Coselman, CPA

Chirag Desai, Student

Craig Michael Emert, CPA

Connor Patrick Galvin, CPA

Vittal Gunturu, Student

Charles Kruse Hart, CPA

Trang Cao Doan Hoang, CPA

Vivek Jaiswal, Student

Emily January, Student

Dongyao Ji, CPA

Rebecca Warren Jones, CPA

Delanie Gwen Joseph, CPA

Margaret S. Khan, CPA

Maureen Kinkopf, CPA

Rose Elena Koeninger, Student

Ismael Adam Kone,Student

Zhu Lang, CPA

Cassidy Lietha, Student

Bryen Anthony Lincoln, CPA

Jiaxi Liu, CPA

Zixin Liu, Student

Roxanne Amanda Lochte, Student

Thaland D. Logan, CPA

Marcelo Maril, CPA

Aimee Katherine Marshall, CPA

Matthew Edward Marshall, CPA

Janet Martinez, Student

Kristen Tucker McClure, CPA

Eric S. Mies, CPA

Ronald P. Miller, CPA

Sumiya Narjis, CPA

Deborah Anne Nichols, CPA

Casey Jon Nunez, CPA

Steven Walter Reiter, CPA

Rico Robles, Student

Mark Gary Samarin, CPA

Jie Shao, CPA

Katie Shore, Student

Lee Kyle Summerlin, CPA

Tarah Leigh Toney, Student

William Brian Turrentine, CPA

Grace Anne Ungerleider, CPA

Louis Wang, CPA

Westin Edward Whitmire, CPA

Carlene Renee Wideman, CPA

Stephen Michael Williams, CPA

Marci Lynn Williams, Student

Annmarie Jeanette Wilson, CPA

Jing Xie, CPA

Qun Yao, Student

Daivd Christopher York, CPA

Chialin Steven Young, Student

Aiste Zilvytyte, CPA

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.

Looking for convenient access to quality CPE courses at a great value? Our new TXCPA Passport is for you! This one-year subscription to on-demand programs is available at a special low price of just $199 for members. CPE hours are offered through programs of varying length. Topics include tax, accounting, assurance, not for profit, fraud and more. Purchase a passport.

ACCOUNTING CAREER EDUCATION (ACE)

Plans are underway for a successful year of accounting career education adapted to the current environment. Individual members are encouraged to speak to classes that have the capability to connect virtually. TXCPA offers helpful talking points. Please be sure to let your chapter know about your activities so that efforts are coordinated for maximum effectiveness.

For information about TXCPA’s ACE program, contact Bryan Garza (phone 800-428-0272 x 255 / 972-687-8555).

IT’S NOT TOO LATE TO LIVE THE GOOD LIFE YOU DESERVE

There is help! It’s not too late to live the good life you deserve. We’re glad to assist CPAs, CPA candidates and students who want to know whether they might have a problem and talk about solutions. We’ll help you locate the professional resources you need to improve your life. Call the Accountants Confidential Assistance Network at 866-765-2226 or visit us online to learn more.