December Newsletter

CPE / EVENTS

For more information and to register for these events,

click on the event title.

 


Young Professionals Group Hosts

Holiday Pop-Up Bar Social Event

Thursday, December 12, 2024; 7:00 p.m.

Format: Live

Location: The Tipsy Elf Pop-Up Bar

250 N. Bishop Avenue, Dallas 75208

Credits: 0; Fee: $0


2025 Annual Meeting of Members

Sponsored by Troutman Pepper Locke

Thursday, January 9, 2025; 11:00 a.m. - 12:45 p.m.

Format: Live

Location: Drey Hotel

5630 Village Glen Drive, Dallas 75206

Credits: 0; Fee: $35


Member Appreciation Series CPE Event

Thursday, January 9, 2025; 1:00 - 4:30 p.m.

Format: Live

Location: Drey Hotel

5630 Village Glen Drive, Dallas 75206

Credits: 4; Fee: $40/Members; $80/Non Members


New Year Celebration Happy Hour

Thursday, January 9, 2025; 4:30 - 6:30 p.m.

Format: Live

Location: Drey Hotel

5630 Village Glen Drive, Dallas 75206

Credits: 0; Fee: $0


Professional Development Series Event:

Deep Work

Wednesday, January 15, 2025; 12:00 - 1:00 p.m.

Format: Virtual

Credits: 1; Fee: $0

One lucky attendee will receive

a free Convergence 2025 registration.


Webcast:

Texas Taxes: 2025 Quarterly Update Q4

Thursday, January 16, 2025; 12:00 - 1:00 p.m.

Format: Virtual

Credits: 1; Fee: $0/Members; $99/Non Members

Need More CPE?  

$15 member fee | CPE hours: 1 


Self-study CPE articles published in Today's CPA magazine are an inexpensive and convenient way to earn CPE credit. Knock out an hour of CPE whenever it works with your schedule. Simply register to gain access to a self-study quiz and earn one hour of continuing professional education credit by passing the quiz related to certain Today's CPA articles. 

See CPE Self-Study Quizzes 

FREE CPE: Updated Complimentary Ethics Course Posted for Members 

CPE Hours: 4 | On Demand Webcast 

 

The latest version of TXCPA’s FREE, TSBPA-approved ethics course is now available. The course is valid upon membership renewal (or join) date. 

 

To access the ethics course:  

1) Log into the TXCPA website. Upon successful login, you will be on your Profile page. 

2) Select the CPE tab and then "Access" under "Member Ethics" inside the "Products" table. 

Member Login 

 

Only current TXCPA members are eligible for our free CPE opportunities and the sooner you renew your membership, the more credits you can receive. Check your membership status

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. 

Purchase a passport. 


CONVERGENCE 2025

Welcome our newest sponsor:

AICPA Member Insurance Programs

Add your company/firm name to this list of awesome Convergence 2025 sponsors! Sponsorship offers a wealth of great benefits, not the least of which is exposure to approximately 6,000 CPAs and other financial professionals. Don't wait! Start enjoying all the perks of Convergence sponsorship NOW! Click here for more information. And while you're there, check out our General Sponsor Information page. At TXCPA Dallas there are many ways to support and get to know area CPAs.

ANNOUNCEMENTS

TXCPA Dallas Annual Meeting Sponsorship


The TXCPA Dallas Annual Meeting of Members takes place on January 9, 2025. Sponsorship of this event offers your company or firm an opportunity to gain visibility among our community of around 6,000 financial professionals. As an event sponsor, you’ll enjoy valuable publicity and the chance to connect with key industry players. Interested in becoming a sponsor? Click here for details on the benefits and registration process. Don’t miss out on this opportunity to elevate your brand!

MEMBERSHIP

TXCPA Dallas Announces

2025-26 Leadership Nominees

 

 

TXCPA Dallas is pleased to announce its slate of 2025-26 leadership nominees:

 

Aaron Borden

President-elect

 

Taylor Caton

Treasurer-elect

 

Art Agulnek

John Perkins

Kyle Wakeland

Executive Board Members

 

Taylor Caton

Sam Cheng

Tim Pike

Bill Sims

Nominations Committee Members


David Twu

TXCPA Leadership Council

 

Nominees will be voted on at the Annual Meeting of Members

on January 9, 2025. 

Welcome, New Members!

Jason Almiro, CPA

Omar Al-Talafeeh, Student

Andres Andujar, CPA

Jacqueline Avalos, Student

Romee Blokland, CPA

Stephanie Bock, CPA

James Bouc, CPA

Karsen Burgess, CPA

Ruoxi Chen, CPA

Joy Clawson, CPA

Patrick Daniels, CPA

Bryant Echols, Student

Isabel Eden, Student

Christina Fischer, CPA

Elizabeth Gomez, Student

Jillian Gibralter, Student

Bethany Gleiser, CPA

Justin Gracey, CPA

Marco Hermez, Associate

Hayley Hoffman, CPA

Laura Hopkins, Student

Carson Hudspeth, CPA

DeAnn Huegele, CPA

Francisco Huerta, Student

Lauren Izydor, CPA

Nan Jiang, CPA

Kamryn Jiles, Student

Robert Justus, Jr., CPA

David Kabore, Student

Cameron Kagel, CPA

Dr. Joon Kim, Student

Louise Klinke, CPA

Christopher Knauth, CPA

Stephanie Martin, Student

Stephen McKinney, CPA

Andres Medina, CPA

Xue Mei, CPA

Michael Munywoki, CPA

Noon Nafie, Student

Jonah Nance, CPA

Maria Nanclares, Student

Benjamin Oviedo, CPA

Dominique Parish, Student

Troy Paul, CPA

Michael Post, CPA

Anna Prather, CPA

Katelyn Pyle, CPA

Colin Quinlan, CPA

Christine Quinto, CPA

Frida Rodriguez, Student

Zeeshan Sabih, CPA

Mustafa Sahin, Student

Hazel Salinas, Student

Patrick Sauer, CPA

Evyn Sewing, CPA

Jeffrey Shull, CPA

Jaslyn Simms, CPA

Cynthia Smith, CPA

McKenzie Smith, CPA

Matthew Soundy, CPA

Daniel Stark, CPA

Ivanna Stefan, CPA

Brooke Stricker, CPA

Michael Tekle, Student

Hallie Tomlinson, CPA

Sotiris Tsioumas, CPA

Arushi Varshney, Student

Forrest Wilson, CPA

Breanna Wright, CPA

Linna XU, CPA

Emmaline Zika, CPA

TXCPA Professional Group Membership Program 


TXCPA is committed to helping the organizations that employ our members leverage those membership investments to support organizational goals for success. We know each organization has unique needs. TXCPA’s Professional Group Membership is tailored to meet those needs. 

 

If you would like to participate in the Professional Group Membership or ask any questions, please contact Kristie Estrada

You’re Invited to Advocacy Day and the Midyear Meeting 


The 2025 Advocacy Day and Midyear Leadership Council Meeting will be held on Tuesday and Wednesday, January 28-29, 2025, in Austin. The 2025 legislative session will include critical licensure and CPA mobility issues that all CPAs will need to stay informed on. Attendees of our Advocacy Day program will visit the Capitol to discuss our important business issues Tuesday afternoon. Our Leadership Council will meet on Wednesday to hear important professional updates and TXCPA reports. 

Learn More and Book Your Room Here 

Depression Knows No Season 


“This is supposed to be a joyous time of year, yet I feel angry one minute and plunged into despair the next. What’s wrong with me?” 

 

You might be suffering from depression. ACAN, the TXCPA Accountants Confidential Assistance Network, offers confidential assistance. Call us at 866-766-ACAN. All we want to do is help. All you need to do is call! 

Staffing for Busy Season?


TXCPA Dallas’s Career Center provides members with a discount on job postings to help fill their open positions, as well as free job seeker profiles for those ready to make their next move. Internship postings are always FREE. Visit the Career Center today to add your open positions or update your job seeker profile! Click here

Join the Conversation on TXCPA Exchange 

 

Visit TXCPA Exchange to ask questions, offer feedback and network with fellow TXCPA members. Take advantage of this valuable members-only benefit today! 

Follow TXCPA on Social Media 


Follow TXCPA on Facebook, Instagram, Twitter, and LinkedIn for photos and updates on what’s happening in your profession and at TXCPA. Have a great photo you want to share? Use hashtag #TXCPA. 

CPAs GIVE BACK

Be a VITA Volunteer


For the past three years, the International Rescue Center's Dallas office has run a Volunteer Income Tax Assistance (VITA) program to provide free tax filing services for individuals and families. We would love to invite members of the TXCPA to join us as volunteers in assisting low-income community members with completing their taxes at no cost during the upcoming 2024 Tax Season. Please see additional information below: 

 

Why VITA? 

VITA is an IRS and community-sponsored program designed to assist low to moderate income taxpayers with the preparation of their annual tax returns at no cost. In 2024, IRC VITA sites served over 1,000 community members, helping them access over $2 milling in refunds. 

 

What is required? 

·               No previous experience needed 

·               Training and certification provided 

·               In-person availability of 3+ hours/week from January 29 – April 15, 2025; location TBD, but expected to be in the Vickery Meadows area of Dallas (near NorthPark Mall) 

·               Desire to provide community members with a safe alternative to high-fee tax preparation services and predatory lenders 

How to join in? 

Use the links below to learn more about volunteer roles and to sign up: 

·               Volunteer Tax Screener 

·               Volunteer Tax Preparer and Quality Reviewer 

·               VITA Intern 


We hope you will consider joining us for VITA! 

VISIT OUR WEBSITE
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