TXCPA Dallas

September 2020 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Events
  • Networking
  • Convergence
  • Announcements
  • Marketplace
  • Membership
  • Classifieds

Chairman’s Message

By Jason Freeman, CPA

As the summer comes to a close and many kids settle into their new virtual learning routine, TXCPA Dallas is offering some great online events for adults too.

On September 15th, the Texas Oil & Gas Association holds a virtual Energy Summit. This event will feature remarks by Glenn Hegar, the Texas Comptroller of Public Accounts, and Congressman Michael Burgess. September 14th will have a two-hour Cybersecurity Issues course presented by Peter Vogel of Foley & Lardner LLP, and Joshua Sandler and Sara Chelette of Lynn Pinker Hurst & Schwegmann, LLP. At noon on Friday, September 18th, Sharon Lukich from Thomas Edwards will present an hour-long CPE talk on Networking for Life. This is part of our Brown Bag Lunch Series, and we hope you’ll bring your lunch and join us by Zoom for this fun and informative presentation. Duncan Campbell of Baker Tilley will speak on Presidential Candidate Tax Proposals on October 29th. And save the date for November 5th, when Lucas LaChance and Sarah Godecke, both from Lane Gorman Trubitt, will speak on Auditing in the Time of COVID, and November 10th when Heather Bradshaw and Greg Pudenz of RSM discuss the New Section 263A UNICAP and New GILITI and FIDI Regulations, respectively.

On September 17th, you’ll want to join us for virtual Thirsty Thursday. In the beginning we were a bit skeptical about online networking, but this will be our third event, and we’ve enjoyed it so much, and the response has been so positive, we wonder why we ever hesitated! We hope you’ll grab your favorite beverage and be a part of our September get-together.

We are accepting applications now for our 2020 Leadership Development Academy. This is the Academy’s 12th year, and TXCPA Dallas is very proud of the many students we have graduated who went on to become accomplished leaders in their organizations, professions and communities. If you are, or you know of, someone who would make a good candidate for the class, this is the time to apply for admission. The deadline for applications is October 1st.

TXCPA Dallas will soon be choosing candidates for chapter leadership positions 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

Nominations will be received through October 2nd.

Until next month, have a safe, happy and productive September!


Jason Freeman, CPA

Chairman, 2020-21


Online CPE Event:

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


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


Sara Chelette

Partner, Lynn Pinker Hurst & Schwegmann LLP


Cybersecurity in the Time of COVID-19

More information regarding this session will be announced shortly.

Course Level:        


Course #:

CPE Credit Hours:


Time:                        .







Monday, September 14, 2020

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members

To register for this course, click here.

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.

Online Brown Bag Lunch & CPE Event:

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.


Course Level:        


Course #:

CPE Credit Hours:









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.

To register for this online event, click here.
Online Ethics Course

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.



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 #:






CPE Credit Hours:

Sponsor #:



Monday, September 21, 2020

8:00 a.m. – 12:00 p.m.



Webinar (Internet-based)



$120/Member; $150/Non-Member

To register for this course, please click here.
Online CPE Event:

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.

Course Level:        


Course #:

CPE Credit Hours:









Thursday, October 29, 2020

1:00 p.m. – 3:00 p.m.

Live (Internet-based)

$35/Members; $135/Non-Members

To register for this event, click here.
Coming in November….

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…


Dallas Live

Tuesday, September 8, 2020

Join us on Tuesday, September 8th at 10:00 a.m.

for another of our Facebook Live events,

Dallas Live.

TXCPA Dallas Board Chairman Jason Freeman

will be talking with Kyle Wakeland,

2020-21 Chair of the chapter’s Young Professionals Group.

Tune in for what’s sure to be an interesting conversation.

Click here at 10:00 a.m. on Tuesday morning.


Virtual Thirsty Thursday

Thursday, September 17, 2020

TXCPA Dallas Invites You to Attend


A Virtual Event

Join us for a

Virtual Networking Event


Thursday, September 17, 2020

5:00 p.m. – 6:00 p.m.

This event will be held via Zoom.

There is no cost,

but please let us know you’re coming

by clicking here.

We hope you can join us!

Convergence 2021

Thank You to Our Sponsors


TXCPA Dallas welcomes these great organizations that have already committed their sponsorship support for Convergence 2021.



TXCPA Dallas

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.

TXCPA Dallas

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 September Special


Lands’ End offers quality sportswear and other gear with TXCPA Dallas logo. Through October 2nd, 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.

Wolters Kluwer Offers Early Bird Discount


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!


Congratulations Are in Order


TXCPA Dallas congratulates Terri Hornberger on her recognition as TXCPA’s 2020 Distinguished Public Service Award winner. Terri’s long time, dedicated service to outstanding organizations such as the Dallas Police Department, Zonta Club and Our Friends Place make this a well-deserved honor, and TXCPA Dallas applauds her for it!

Welcome, New Members!

Elisabeth Leigh Allums, CPA

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

Jiaying 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


Practices For Sale
Practices For Sale in North Texas: gross revenues shown: Southlake CPA $682K; Northern Collin Co CPA $575K; Deep East Texas CPA $710; NW of DFW CPA $670K; Texarkana EA $296K; Abilene CPA $367K; Deep East TX CPA $212K; Hurst CPA $162K; Hurst CPA $365K; NE Texas CPA $209K; E/SE CPA $290K; Tyler/Longview Area CPA $780K; 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.


TXCPA Chapter Tip Sheet

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.


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).



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.