TXCPA Dallas

September 2021 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • CPE Coming Soon
  • Events
  • PAC Notes
  • A Word from Our Sponsors
  • Announcement
  • Membership
  • Classifieds
  • Marketplace

Chairman’s Message

By Sharon Lukich, CPA

TXCPA Dallas has some great September events for you.
If you’re in need of credit to fulfill your Ethics requirement this month, on September 20, we hope you’ll join us for our in-person, State-approved, four-hour Ethics course, taught by Allison McLeod. The Brown Bag Lunch Serieson September 22, will feature Tom Walker, CFO of the Dallas Cowboys Football Club. Just in time for the start of football season, Tom will entertain us all with his front-row insight into the workings of America’s Team.
If networking sounds good to you, take a breather with us on September 23, at Blue Mesa Grill for food, beverages and a chance to visit with your friends, old and new. Thirsty Thursday continues to be one of our most popular events, and we invite you to come out and enjoy it with us!
With September turning our thoughts to the start of a new school year, now is a great time to make a donation to TXCPA Dallas Scholarship Fund. Part of our organization’s vision is to promote accounting as a career, and one of our main avenues for accomplishing that has been through this scholarship program. Over the last 21 years, we have awarded over $200,000 to 140 deserving seniors and graduate accounting students in the North Texas area. We have accomplished this through the generous contributions of members like you. If you would like to have a hand in shaping the future of the accounting profession, as well as this association, please give to the TXCPA Dallas Scholarship fund.
Enjoy your September!
Sharon Lukich, CPA
Board Chairman, 2021-22


Live Ethics Course

A CPA’s Guidebook for Ethical Behavior:

A CPE Ethics Course for Texas CPAs

Monday, September 20, 2021

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.
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.
Learning Objectives:
  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.
This is a live, in-person event.
Course No.:
CPE Credit Hours:
Sponsor #:
Monday, September 20, 2021
8:30 a.m. – 12:30 p.m.
Live (Classroom)
$120/Member; $150/Non-Member

To register for this event, click here.

Steve Tillinger Presents

Online Federal Tax Update Course

Whether you are a generalist or a tax specialist, you will take away valuable information and insights from this eight-hour program. The course will bring you up-to-date on current issues in federal income taxation affecting individuals and small business owners with emphasis on coverage and analysis of 2021 tax legislation, with special emphasis on President Biden’s Build Back Better plan and coronavirus legislation, both final and proposed; updates and new developments of 2020 and earlier tax law, with emphasis on continuing developments with the Tax Cuts and Jobs Act; important court cases; Treasury income tax regulations; IRS revenue rulings and procedures; and more!
TXCPA is hosting these courses on:

November 18, 2021

December 3, 2021

January 12, 2022

February 8, 2022

Click here to register.

CPE Coming Soon

Save the Dates

for These CPE Opportunities!

Friday, November 12, 2021, 12:00 – 1:00 p.m.

Virtual Lunch and Learn:
Privilege-Protecting Tax Information
Joshua Smeltzer
Counsel, Gray Reed

Friday, December 3, 2021, 1:00 – 3:00 p.m.

Guidelines for Claiming and Defending
Research and Development Tax Credits under Section 41
Joshua Smeltzer
Counsel, Gray Reed

Monday, December 13, 2021, 1:00 – 3:00 p.m.

In-Kind Donations
Chad Rosen
Managing Member, CMRosen LLC

Registrations will open soon. Stay tuned!


September Thirsty Thursday

Thursday, September 23, 2021

 Join us for our monthly networking event on

Thursday, September 23

5:30 p.m. – 7:30 p.m.


14866 Montfort Drive

Dallas, TX 75254

This event is sponsored by
There is no cost to attend,
but please use the link below to let us know you’re coming.
All TXCPA Dallas members are welcome!
See you there!

To RSVP for the event, please click here.

Virtual Brown Bag Series Event:

All Things Cowboys

Wednesday, September 22, 2021

Just in time for football season…
TXCPA Dallas invites you to a

Virtual Brown Bag Series Event


Tom Walker

Chief Financial Officer
Dallas Cowboys Football Club

Wednesday, September 22, 2021

12:00 p.m.- 1:00 p.m.

Bring your lunch, log on and
and hear Tom talk about all things
Dallas Cowboys!

There is no charge for this event,

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

PAC Notes

Didn’t get fingerprinted yet?

The PAC has you covered.

Before TXCPA stepped in, every CPA in Texas – along with most other licensed professionals – had to have submitted fingerprints to the State Board of Accountancy by September 1 of this year. Let TXCPA CPA-PAC Chair Terri Hornberger explain here how the respect for our PAC helped change the deadline. Donate today to keep your profession strong.

A Word from Our Sponsors

Freeman Law Presents

Tax Court Exam Course

Unlike other courts, the Tax Court extends membership in its bar to qualified non-attorneys, allowing CPAs and Enrolled Agents to represent taxpayers in the United States Tax Court. To be eligible, however, you must successfully pass a written examination. The written examination is administered by the Tax Court every two years. The next written examination will be held in November 2021. Freeman Law provides a comprehensive review course, preparing tax professionals to sit for—and pass—the Tax Court’s admission examination. For more information and to sign up for the course, click here.

Freeman Law Presents

First Annual International Tax Symposium

Find yourself on the cutting-edge of international tax law, with up-to-date insights and perspectives on cross-border taxation and current trends. Prepare for the realities of today’s tax practice—and for that of tomorrow. Global economies are increasingly connected. Markets and supply chains cut across tax authorities. Never before has a

For more information and to register, click here.


Rent Our Training Room

If you’re needing a room for a class or company meeting, TXCPA Dallas has a great space you can rent. Our training room can seat 44 (22 with social distancing) in an area of approximately 1,300 square feet. We provide tables, chairs, a lounge/break room for refreshments, and access to audiovisual equipment for an extra charge.
For more information, contact TXCPA Dallas at 972-960-8311.


Welcome, New Members!

Akinsola Omoniyi Akinboboye, CPA
Abrielle Frances Arnold, CPA
Adam Christopher Asselta, CPA
Bradley Jason Barrett, CPA
Ryan Carr Bateman, CPA
Ezbieta E Biedziuk, CPA
Melanie Rosette Bledsoe, CPA
Lauren Elizabeth Brandt, CPA
Cristine Michele Bredleau, CPA
Sydney Jayne Brummett, CPA
Carleigh Elyse Bynum, CPA
Janikka Pauline Uy Camenforte, CPA
Sarous Chan, Student
Regina Chowdhury, CPA
Kyle Christian Church, CPA
Peter Lawrence Cimino, CPA
Christopher Allen Davis, CPA
Dominique Latrease Ellis, Student
Jason Wolkow Epstein, CPA
Aldwin Erning, CPA
Hannah Noelle Estes, CPA
Rhenie Flower, Student
Hannah Elizabeth Gallagher, CPA
Minhao Gao, CPA
Evan Ray Garza, CPA
Ashlee Gordon, Affiliate
Megan Lynn Grady, CPA
Johana Guan Liang, CPA
Conner Hickey, Student
Kylie Irish Hight, CPA
Jingru Huang, CPA
Emem Bassey Ikpeinyang, CPA
Zahra Persis Kaabomeir, Student
Robert Daniel Lamb, CPA
Todd Eliot Lee, CPA
David Michael Leerssen, CPA
Kevin Patrick McGowan, CPA
Tyler Abram Mckay, CPA
Ningning Mei, CPA
Thomas Omar Morales, CPA
Shelbi Lynn Mullins, CPA
Coling Ngoma, Student
Emerald Lee Parker, CPA
Cindy Marie Parnell, CPA
Jonathan Perdue, CPA
Swapna Reddy, Candidate
Andres Renteria, Jr, CPA
Sean Michael Santoscoy, CPA
Stephen Shanahan, CPA
Anna Christine Sheets, CPA
Ann Streeter, Affiliate
Debra Jean Tate, CPA
Kaitlin Cole Trammell, CPA
Ngan Boi Vi, Student
Elizabeth Ahrens Vining, CPA
Catherine Wamuyu Wambui, CPA
Zhuolun Wei, CPA
Olivia Denise Williams, CPA
Avery Storm Wolfe, CPA
Xiaohui Xu, CPA
Qi Yang, CPA


Practices For Sale in North Texas:

Gross revenues shown: North TX CPA Audit 1.2M; DFW Remote Bkkpng $620K; Rockwall Co Tax Clients $37K; Young Co CPA $100K; Collin County CPA $2.2M; North Texas CPA $307K; NW of DFW CPA $560K; Grapevine Tax & Acctng $320K; Brownwood TX Area CPA $620K; NW of Dallas CPA $510K. 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.


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@apsholmesgroup.com.


Wolters Kluwer Offers

Fall Early Bird Special on CCH Favorites

to order with our TXCPA Dallas discount.


TXCPA Chapter Tip Sheet

Share Your Input on Draft Content for the New CPA Exam

Under the new CPA Evolution licensure model, the CPA Exam will feature a Core and Discipline structure. Over the last several months, AICPA’s Examinations Team engaged CPA subject matter experts in discussions about potential CPA Exam content that reflects the changing role of newly licensed CPAs. Now it’s time to hear from you! AICPA invites you to review the draft Core and Discipline section content and share your feedback by September 7 via this survey. The survey will take about 20-25 minutes to complete and will provide AICPA with vital feedback to develop the new CPA Exam.

TXCPA On-Demand CPE Passport

Looking for convenient access to quality CPE courses at a great value? The 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.

Extra Business Because of PPP Loans? Thank a PAC Donor.

Thanks to TXCPA’s strength and credibility with the legislature, we were able to mobilize quickly to get PPP loan forgiveness passed during the legislative session. Your clients may have received PPP loans during the pandemic. TXCPA advocacy and your PAC donations helped ensure that these forgiven loans were not subject to state taxes. A lot of groups try to get bills passed, but they don’t have the success we do because they don’t have a PAC as strong and respected as TXCPA’s. Making a PAC donation is the fastest, simplest way to help keep Texas CPAs strong. The PAC fundraising year runs through March of 2022. Make your contribution today to keep your profession strong.

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 orvisit us online to learn more.

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