March Newsletter

President's Message

by Max Duplant, CPA

The winter days are winding down and at TXCPA Dallas, we are “March-ing” toward an exciting spring!

 

Convergence 2024, to be held on Friday, May 10 at the Sheraton Dallas Hotel, is only a couple of months away. If you haven’t registered yet, we encourage you to do that right away as space will be limited and Early Bird pricing runs out on the 31st of this month. The regular Member price of $110 is a bargain for an event of this caliber; the Early Bird price of $75 is a steal you don’t want to miss out on. This year’s conference offers 26 sessions, including a luncheon keynote address on the advantages of the subscription model by Ron Baker, Founder of VeraSage Institute. Leading-edge information. Excellent networking opportunities. Great venue. Price: $75. Register now.

 

As a Convergence 2024 bonus, we’re offering a state-approved Ethics course on Thursday, May 9, 1:00 – 5:00 p.m., also at the Sheraton Dallas Hotel for a low Convergence price of $75 for members and $125 for non-members. Kathy Kapka will be on hand to present her popular four-hour Ethics class, Ethics for Texas CPAs. If you are in need of Ethics credit, we invite you to enroll now. This event is sponsored by FORVIS.

 

Don’t miss our Thirsty Thursday Social Hour on April 25 where we will recognize our Convergence 2024 sponsors. Join us from 5:30-7:30 p.m. at the Blue Mesa Grill on Montfort Drive. We always have a large turnout for this gathering, so it’s an excellent chance to visit with old friends, meet plenty of new ones and give a big thank-you to the good people who make our signature event possible year after year. There is no charge to attend, but we do ask that you let us know you’ll be there, which you can do by clicking here.


We have several CPE opportunities coming up this month. The first course in our three-part Cash Management Series, Best Practices in Working Capital Management, will be taught by Bill Moss on March 14. Chris Lee will present Chat GPT: How Conversational AI is Transforming Business on March 20, and the Business & Industry Committee will host a tour of the Buzzballz Carrollton facility in its continuing Behind-the-Scenes series on March 25. We hope you’ll join us for all these great events.

 

Remember to take advantage of Early Bird pricing and sign up for Convergence 2024 before March 31. We look forward to sharing the day with you.

 

Max Duplant, CPA

Dallas Chapter Executive Board President, 2023-24



CPE / EVENTS

For more information and to register for these events,

click on the event title.

 


Online Cash Management CPE Series:

Best Practices in Working Capital Management

Thursday, March 14, 2024; 12:00 – 1:00 p.m.

Format: Virtual

Credits: 1; Fee: $10/Member, $20/Non-member

Speaker: William R. Moss, CPA


Online Lunch & Learn Event:

ChatGPT: How Conversational AI

is Transforming Business

Wednesday, March 20, 2024; 12:00 – 1:00 p.m.

Format: Virtual

Credits: 1; Fee: $10/Member, $20/Non-member

Speaker: Chris Lee


Behind-the-Scenes Event: Buzzballz

Monday, March 25, 2024; 4:00 - 6:30 p.m.

Format: Live

Credits: 1; Fee: $25/Member, $50/Non-member

Speakers:

Merrilee Kick / Erick Cutler, CPA / Kevin Harris, CPA


TangoTab Feed the City Event

Saturday, April 20, 2024; 8:30 - 10:30 a.m.

Rockfish Grill (Campbell Road)

Format: Live

CPE Credits: 0; Fee: $0


Online Cash Management CPE Series:

Using Your Bank to Help Manage Your Cash Flow

Thursday, April 25, 2024; 12:00 – 1:00 p.m.

Format: Virtual

Credits: 1; Fee: $10/Member, $20/Non-member

Speaker: Robert Goudge, CPA



April Thirsty Thursday Social Hour

Recognizing Convergence 2024 Sponsors

Thursday, April 25, 2024; 5:30 - 7:30 p.m.

Blue Mesa Grill (Montfort Drive)

Format: Live

CPE Credits: 0; Fee: $0

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 

CONVERGENCE 2024

 

!!! Early Bird Pricing Ends March 31 !!!

Register NOW!

 

TXCPA Dallas

invites you to register for

Friday, May 10, 2024

Sheraton Dallas Hotel (Downtown)

 

Join us for the

premier accounting CPE event

in North Texas!

 

Early Bird pricing is available

through March 31, so

Register Now!

Convergence 2024 Bonus!



Kathy Kapka will lead her state-approved,

four-hour Ethics course


Ethics for Texas CPAs

Thursday, May 9

1:00 - 5:00 p.m.

Sheraton Dallas Hotel (Downtown)


Cost: $75/Member; $125/Non-Member


This event is generously sponsored by

Thank You to Our Convergence 2024 Sponsors!

We welcome our newest sponsors:

Camico

Freeman Law

Locke Lord LLP

MEMBERSHIP

PAC Notes...

Your Contribution to the PAC is Vital  

 

The TXCPA PAC helps TXCPA protect the designation for every single one of us – we all reap the benefits of identifying CPA-friendly candidates, and there’s no question that giving as a profession is far more impactful than anything we could do individually. And, as a profession, we cannot afford to leave the outcome of legislation in the hands of uninformed or unfriendly legislators. 

 

PAC contributions have enabled TXCPA to protect the profession you’ve worked so hard to be a part of. In 2023, TXCPA advocacy efforts to increase the number of CPAs entering the profession were highly successful during the Texas Legislative session thanks to PAC donations. Two bills were signed into law by the Governor: SB 159 allows CPA candidates and students to begin taking the CPA Exam after completing 120 credit hours and HB2217 expands the TSBPA accounting scholarship program to make scholarship funds available to more accounting students.

 

As we move through the 2024 election season, we ask that you once again consider giving to the TXCPA PAC. Numerous incumbents and friends of TXCPA have decided to retire from public service and leave politics. Political challenges from the once-in-a-lifetime impeachment to the controversies over school choice and school vouchers means that Texas is likely to lose some significant experience in the Legislature.

 

Remember, we’re all winners when the TXCPA PAC is strong and able to work for the CPA profession in Texas.

 

For us, a PAC contribution is just doing our part. Please join us in giving what you can. Thank you for your support! 

 

To make your contribution, click here.

 

To learn more about the TXCPA PAC, click here.     

                             

Max Duplant

TXCPA Dallas President


Terri Hornberger, CPA

TXCPA Dallas PAC Chair    

In Memoriam


Claude R. Wilson, past President of TXCPA and the Dallas Chapter, passed away on February 17. He will be greatly missed.

Welcome, New Members!

Christopher Anderson, CPA

Andrew Arnold, CPA

Marisa Attri, CPA

Jeffrey Avena, CPA

Jazmin Aza, Student

Pritika Bedi, CPA

Bryan Bellanca, CPA

Cristian Bermudez, Student

William Bevill, CPA

Robert Blocher, CPA

Ryan Bredehoeft, CPA

Atiya Brown, CPA

Jason Brownstein, Student

Clark Buchanan, CPA

Kristian Burns, A&FP

Charles Clark, CPA

Lenka Cozlovschii, CPA

Kristin Crabb, CPA

Bailey Craft, CPA

Adam Crouch, CPA

Claudia Dannis, CPA

Cody Darden, CPA

Kriyanshi Desai, CPA

Lindsey Donaldson, CPA

Ty Dragos, Student

Luis Espinoza, Student

Jacob Feinstein, CPA

Tyler Fisher, CPA

Kanisha Ford, Student

Bryce Fordham, CPA

Caitlin Gaddis, CPA

Ruby Gera, CPA

Vanessa Gomez, Student

John Grado, CPA

Chandler Grigsby, CPA

Kimberly Grimaldo, CPA

Emily Nell Hall, CPA

Catherine Heinrich, CPA

Catherine Hesse, CPA

Lindsey Hoyer, CPA

LeTwasha Hudson, Student

Abigail Janszen, CPA

Sherell Jefferson, A&FP

Khaled Kaddoura, CPA

Brandon Kamin, CPA

Hunter Meas Ken, CPA

Cameron Kramer, CPA

Ping Kuo, CPA

Quynh Le, Student

Ryan Lenhardt, CPA

Yunyue Lin, CPA

Emily Lindsey, Student

Jonathan Litsey, CPA

Renjie Lu, CPA

William Maresco, CPA

Alfie Miller, CPA

Ivy Monroe, CPA

Dayssy Moreno, Student

Laily Mortazavi, CPA

Kelly Ng, CPA

Clarissa Norman, CPA

Rahmawati Nusantari, CPA

Weiru Pan, CPA

Naveed Patel, A&FP

Monica Perez, Student

Sandra Pettit, CPA

Victoria Plott, CPA

Sam Rajan, CPA

Mallory Reed, CPA

Marilyn Reyes, CPA

Aulluver Reyes, Student

Carlos Rocha, Student

Alexcarlo Rodriguez, CPA

Ingrid Rodriguez, Student

Hannah Scheid, CPA

Naveed Shalwani, CPA

Rachel Sheffield, CPA

Javier Solis, Student

Jonas Stemmer, CPA

Sydney Symes, CPA

Lindsey Tharp, CPA

Celine Tong, CPA

Jennifer Tran, Student

Andrew Trigg, CPA

Melanie Tull, CPA

Alejandro Vazquez, CPA

Christopher Wines, CPA

Chloe Zeisman, CPA

Morgan Zimmerman, CPA

Apply Now for the

TXCPA Dallas Scholarship Honoring Philip Vogel

Click here for more information

about the TXCPA Dallas Scholarship Program.

Next TXCPA and Surgent Mock CPA Exam is March 27 


Students and candidates - you're invited to participate in a four-hour mock CPA Exam workshop hosted by TXCPA and Surgent CPA Review on March 27 to see if you're ready to ace the Exam. 

 

Experience what it's like to sit for any CPA Exam section as you immerse yourself in questions pulled from the actual CPA Exam Blueprints. Advanced registration is required by Sunday, March 24, 2024, and the email provided at registration will be used to set up your simulation on Surgent’s software.  

  

Click here to register. 

Member Benefit: Discount on Job Postings


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. Internship postings are always FREE. Visit the Career Center today and use the code DALLASFREEPOSTING to add your open positions and attract new hires! 

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!

TXCPA Dallas Members Volunteer for

Minnie's Food Pantry Outreach Event


Seven Dallas Chapter members got together on Saturday, February 10, to help an extraordinary organization serve the needs of the area's disadvantaged. Thanks to Minnie's Food Pantry and to our spirited volunteers!

CLASSIFIEDS

Practices for Sale

North Texas Practices Currently Available Through Accounting Practice Sales

(click Listing # to view details online)

 

TXN1629

NEW Tyler-Longview Metro Area CPA Practice

Anniual Gross: $555,000


TXN5107

NEW Burleson, TX Tax Clients

Anniual Gross: $99,000


TXN5075

Johnson County, TX CPA Practice

Anniual Gross: $146,600


TXN1630

East TX (Near I20) CPA Practice

Annual Gross: $840,000


TXN1639

Wichita Falls, TX CPA Practice

Annual Gross: $363,500


TXN1631

East Texas CPA Practice

Annual Gross: $1,200,000


TXN1624

Plano, TX CPA Practice

Annual Gross: $209,600


TXN1638

Brownwood, TX CPA Practice

Annual Gross: $410,000


TXN5096

Ellis County, TX/South of Dallas CPA Practice

AVAILABLE AFTER 4/15/24

Annual Gross: $517,000


TXN1642

Frisco, TX CPA Practice

AVAILABLE AFTER 4/15/24

Annual Gross: $460,000


TXN5084

Northeast Dallas Suburb CPA Practice

AVAILABLE AFTER 4/15/24

Annual Gross: $800,000


TXN1626

Fort Worth CPA Practice

AVAILABLE AFTER 4/15/24

Annual Gross: $472,000


COMING SOON IN HURST, TX!



   

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.

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