November Newsletter

In This Issue. . .

President's Message

CPE

Events

Convergence 2024

Announcements

Membership

A Word from Our Sponsors

Classifieds

TXCPA

President's Message

by Max Duplant, CPA

Do you find your schedule practically filling itself this time of year? TXCPA Dallas’s calendar is filling up as well. Our to-do list is growing by the hour, and we couldn’t be more excited about all that’s coming up!

 

It’s the time of year for giving back, and if your to-do list has room for some community outreach, we have a couple of outstanding events to fill it. On November 4, we invite you to participate in the Autism Speaks Walk at Grandscape in The Colony. We’ll be walking with the Thomas Edwards Group team in support of a respected organization that helps millions of individuals and families living with autism. Then on November 11 join your fellow TXCPA Dallas members to make sandwiches for the area’s homeless and disadvantaged at TangoTab’s Feed the City Event in The Shops at Park Lane. November is TXCPA’s Month of Service, and we would like to see all your volunteer activities this month recognized by the state Society. Send us pictures and event details, and we’ll pass them on to TXCPA.


We have some excellent CPE opportunities coming up. The Business & Industry Committee is holding another in its Behind-the-Scenes Series events. on December 6. We’ll be visiting BioLabs, a company offering a state-of-the-art co-working lab and office facility to those in the science sector. Save December 8 on your calendar for our Accounting Professionals CPE Series event featuring Aaron Borden of Grant Thornton speaking on Beneficial Ownership Information (BOI) and a presentation on best practices in corporate governance by Greg Ballew of UT-Dallas. Round out the year on December 14 with a one-hour virtual class presented by Giles Pearson of Accountests Ltd. titled, Hire Fast with Confidence in Public Accounting. Lots of learning happening in December!


If the social scene is more your speed this time of year, you’re welcome to join us on Thursday, November 16 at Blue Mesa Grill for our monthly Thirsty Thursday networking event. We’ll take a break from this popular get-together in December and replace it with the Chapter Holiday Party. We end the year with this TXCPA Dallas tradition in the warm and beautifully decorated venue of Park City Club. Come raise a cup of holiday cheer with your TXCPA Dallas friends as we toast the old year and prepare to welcome the new.


In this month of thanksgiving, TXCPA Dallas wants you to know how deeply we appreciate your support, your participation and your friendship. We thank you for your membership and look forward to continuing to serve you in the future.



So…let’s review our to-do list:

  • Give some time to a great cause;
  • Have fun with friends;
  • Register for the outstanding variety of CPE events offered by the Chapter; and
  • Have a very happy – and safe – Thanksgiving!

 

Max Duplant, CPA

Executive Board President, 2023-24

CONTINUING PROFESSIONAL EDUCATION

For more information and to register for these events,

click on the event title.

 

Behind the Scenes Event: BioLabs Dallas

Tuesday, December 6, 2023

11:30 a.m. - 1:00 p.m.

 

Online Lunch & Learn Event:

Hire Fast With Confidence in Public Accounting

Thursday, December 16, 2023

1:00 p.m. - 4:45 p.m.



Save the Date!


Accounting Professionals CPE Series

Friday, December 8, 2023

11:00 a.m. - 1:00 p.m.



Member Appreciation CPE Series

Wednesday, January 10, 2024

1:00 p.m. - 5:00 p.m.



EVENTS

For more information and to register for these events,

click on the event title.


Autism Speaks Walk

Saturday, November 4, 2023

8:00 a.m. - 12:30 p.m.

 

TangoTab Feed the City Event

Saturday, November 11, 2023

8:30 a.m. - 10:30 a.m.


November Thirsty Thursday Social Event

Thursday, November 16, 2023

5:30 p.m. - 7:30 p.m.


TXCPA Dallas Holiday Party

Monday, December 11, 2023

6:00 p.m. - 8:00 p.m.



Save the Date!


Annual Meeting of Members

Wednesday, January 10, 2024

5:30 p.m. - 8:00 pm.

CONVERGENCE 2024

 

!!! SAVE THE DATE !!!

 

TXCPA Dallas is pleased to announce its

hallmark event

 

CONVERGENCE 2024

 

Friday, May 10, 2024

Sheraton Dallas Hotel

 

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 2024 Sponsors!

We welcome our newest sponsor

Financial Additions

ANNOUNCEMENTS

TXCPA Dallas Announces

2024-25 Leadership Nominees



TXCPA Dallas would like to announce its slate of 2024-25 leadership nominees:


Isreal Miller

President-elect


Chris Hes

Treasurer-elect


Austin Waugh

Executive Board Member


Neely Duncan

Chris Hes

Terri Hornberger

Rebecca Manrriquez

Nominations Committee Members


Nominees will be voted on at the Annual Meeting of Members on January 10, 2024.


Member Benefit: Who Needs More Staff?


TXCPA Dallas’s Career Center provides members with a discount on job postings to help fill their open positions. In a talent shortage crunch, TXCPA Dallas’s Career Center will amplify your posting to local members and on TXCPA’s career centers across the state. Visit the Career Center today and use the code "DALLASFREEPOSTING" to add your open positions and attract new hires!

MEMBERSHIP

PAC Notes...

Let’s keep our Legislative Successes going! Click here to donate to the TXCPA PAC today. No donation is too big or too small.  

Get Social with TXCPA Dallas


TXCPA Dallas invites you to join our Facebook Social and LinkedIn Groups. Keep up with current Chapter events and make new friends. Join us!

Welcome, New Members!

Nusaybah Arshad, Student

Bethany Victoria Atencio, Student

John Babatunde Ayeni, Student

Carol Balaguer, Student

Joseph Bazzano, CPA

Samantha Francis Beider, Student

Julia Nicole Bergeron, Candidate

Samuel Berghult, CPA

Jacory Dexter Brasfield, CPA

Liza Katharine Campbell, CPA

Shawn Carraher, Jr., Student

Trang Vo Church, Student

Andrew Clayton, CPA

Brett Aaron Cnare, Student

Sara Angelica Conde, Student

Devin Bradley Conne, Jr., Student

Seth Conner, Student

Kevin Delgado, Student

Frazier Elizabeth, CPA

Yaakov Flores, Student

Todd French, Associate

Ruby Frias, Student

Taylor Brooke Fry, CPA

Glenn Jacolbi George, Student

Delainee Gibson, Student

Claire Elise Gober, CPA

Anne Elizabeth Goetz, CPA

Meagan Emily Gorski, CPA

Julianne Green, Student

Faith Alexandria Gunther, Student Wilbert Antonio Gutierrez, CPA

Jennifer Mary Hart, CPA

Dax Griffith Hawkins, CPA

Jerry Hawley, Student

Diana Hernandez, Student

Asa Tae-San Hisamoto, CPA

Lauren Elizabeth Hoenshell, Student

Chelsea Leigh Hoffman, CPA

Emily Faith Hornbeck, Student

Lei Huang, CPA

Rounaq Hussain, CPA

Raahim Iqbal, CPA

Carla Juarez, CPA

Sophia Rose Kelly, CPA

Brian Cody King, Candidate

Tyler James Kirchmeyer, CPA

Eric Ryan Knight, Student

Shun Yu Law, Student

Elizabeth Katherine Lemkowitz, CPA

Noah Michael Levine, CPA

Ting Liao, CPA

Hemin Lim, Student

John Lindsey, A&FP

Diana Cristina Lombardi, CPA

Alysia London, Student

Andy Lopez, Student

Lauren Marie Mackey, CPA

Nathan Vaughan Mantz, CPA

Erica Marfil, Student

Estefania Marquez Pedroza, Student

Struan A. McArdle, CPA

Adam Michael McGovern, Student

Erin Grace McSpadden, Student

Judge Nash McWithey, CPA

Jose Daniel Mendez, Jr., Student

Khaled Mohamed, CPA

Jacob Michael Mullen, CPA

Georgia Muthoni, Student

Ryosuke Narita, Student

John Huy Nguyen, CPA

Hoang Phuong Nguyen, Student

Jennifer Nguyen, Student

Thoa Nguyen, Student

Joseph Robert Novotny, CPA

Eleni Alexandra Orfanos, Student

Charles Frederick Payne, Jr., CPA

Brayden Kyle Petroshus, CPA

Gabriella Pinson, Student

Jesus Ismael Rincon, Student

Amanda Maria Rinnert, CPA

Diana Hernandez, Student

Felipe Bonk Rizzo, CPA

Frank David Rodriguez, A&FP

Julian Rojas, Student

Eufemia Linda Romo, Student

Elizabeth Lindsey Rooker, CPA

Jocelyn Rosales, Student

Alexandra Rae Rosellini, CPA

Alma Delia Rouse, Student

Rowan Madeline Ryan, CPA

Kevin Michael Schroeder, CPA

Victoria Dorothy Sealfon, CPA

Kate Marie Senninger, Student Mary Hannah Shaeffer, CPA

Khushi Shah, Student

Maya A. Shah, Student

Sandhya Shankar, Student

Brendan Patrick Shelley, Student

Emeline Nchang Shu, Student

Oscar Martin Silva, Student

Madison Summer Smith, Student

Nathan Anthony Smith, Student

Gauri Soppannavar, Student

Camryn Sternes, Student

Skylar Stevens, Student

Lyndon Ying Su, Student

Sydney Su, Student

Diana Tapia, Student

Houston Walker Taylor, Student

Susanna Lynn Thomas, CPA

Braxton Lewis Tillman, CPA

Jingjing Wang Toniolo, CPA

Fabian Vazquez, Student

Emily Sydney Wagers, CPA

Bruce Yanxu Wang, CPA

Yuan Wang, CPA

Kelvin Wilfred, Student

Amy Williams, Student

Kecan Yin, CPA

Erick Zamora-Fonseca, Student

Congratulations are in Order


Congratulations to TXCPA Dallas member John Baines who was recently named United Way of Denton County's 2023 Dr. Bettye Myers Humanitarian Award winner for 40 years of philanthropic dedication to the County's nonprofits.

A WORD FROM OUR SPONSORS

State Bar of Texas Tax Section presents

2023 International Tax Symposium



Register today for the 2023 International Tax Symposium presented by the Texas Tax Section and hosted by Baker McKenzie in Dallas, Texas on November 10, 2023.

 

This year’s Symposium will offer 6 CLE credits (including 1 hour ethics credit) and 7 CPE credits.

 

Topics include:

  • Customs Issues in Tax Planning
  • Progress of Pillar I and Pillar II Initiatives
  • Transfer Pricing
  • International Estate Planning
  • Hot Topics in International Tax
  • Ethics in Tax and Beyond

 

This program will be presented LIVE in Dallas, Texas, and streaming online for those not in the Dallas/Fort Worth area. Lunch will be provided to those attending in person at no additional cost. The registration deadline is November 7.

 

If you are interested in participating, click here to register.

CLASSIFIEDS

Exclusive offer for Dallas CPA members from BrightReturn.com

For more information, click here.

North Texas Practices Currently Available Through Accounting Practice Sales

(click Listing # to view details online)

 

TXN1633

Richardson, TX CPA Practice

Annual Gross; $590,000


TXN1630

East TX (Near I20) CPA Practice

Annual Gross: $840,000


TXN1626

Fort Worth, TX CPA Practice

Annual Gross: $472,000


TXN1639

Wichita Falls, TX CPA Practice

Annual Gross: $352,000


TXN1636

Denton, TX CPA Practice

Annual Gross: $840,000


TXN1635

Plano, TX CPA Practice

Annual Gross: $339,000


TXN1631

East Texas CPA Practice

Annual Gross: $1,200,000


TXN1628

Midlothian, TX CPA Practice

Annual Gross: $226,000


TXN1629

Tyler-Longview Metro Area CPA Practice

Annual Gross: $555,000


TXN1624

Plano, TX CPA Practice

Annual Gross: $210,000

   

Call 1-800-397-0249 or Email ryan@aps.net

 

Also visit www.APS.net for a complete list of practices for sale & to register for free email notices of New or Updated listings.

TXCPA

TXCPA Chapter Tip Sheet



2024-2025 Slate of TXCPA Leadership Nominees 

TXCPA’s 2023-2024 Nominations and Board Development Committee and Nominations Council selected the 2024-2025 slate of candidates for chair-elect, treasurer-elect, secretary, Board of Directors and at-large members of the Leadership Council, Nominations and Board Development Committee and the Nominations Council and recommendations for AICPA Council representatives. Members will receive an electronic ballot for the upcoming election and elected individuals will begin serving June 1, 2024. 

 

 

Month of Service Begins November 1 

TXCPA's Month of Service is a yearly, organization-wide volunteer initiative that encourages members to give back to their local communities. Participating in Accounting Opportunities Month is one way to get involved in Month of Service – but we encourage members and chapters to give back in any meaningful way this November! 

 

Whether it’s collecting food donations for a local food bank, hosting a toy drive for underprivileged kids, volunteering at a local animal shelter or promoting financial literacy, there are countless ways to make a positive impact. No matter how your chapter chooses to participate, don’t forget to use this online form to provide metrics on your local volunteer activities so we can promote our statewide reach. You can also share photos and videos on social media using the hashtag #TXCPAService. Don’t forget to check out the toolkit in the Chapter Leader Portal for resources to help promote Month of Service, including social media graphics and copy, newsletter blurbs, email templates and more! 

 


November is Accounting Opportunities Month. Volunteer to Share Your Career Story 

Every CPA has a story to tell, and yours can help make a difference and fuel the CPA pipeline during Accounting Opportunities Month this month. In partnership with AICPA and more than 30 state CPA societies, and in conjunction with TXCPA’s annual Month of Service, this initiative is shining a spotlight on the vast and diverse world of accounting careers. 

 

Your journey holds the power to inspire and educate the next generation of CPAs. Here's how you can make an impact: 

  • Volunteer to Visit a Texas Classroom! 

Volunteer for a classroom career presentation to share your firsthand experience and insights about the accounting profession. Your stories can be a guiding light for students as they explore their career options. Complete the volunteer interest form below to tell us more about your interests and availability. 

  • Share Your Story on Social Media 

Use the hashtags #CPAMonth and #TXCPAService to share your unique career story, words of wisdom or message of gratitude on social media. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn to share our posts with your network. 

Click here for more inspiration on showcasing your CPA journey through social media.  

  • Spread the Word 

Help extend our reach by sharing this opportunity with educators in your network! They can visit this link to request a classroom or virtual visit during the month of November. 

 

Questions about Accounting Opportunities Month or any of our student recruitment efforts can be directed to cpapipeline@tx.cpa


VISIT OUR WEBSITE
Facebook  LinkedIn