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President's Message
CPE
Events
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Convergence 2024
Announcements
Membership
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President's Message
by Max Duplant, CPA
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Here we are in December; arguably, the busiest month of the year. Filled with holiday preparations and festivities, most of us find our December calendars bulging with activity. At TXCPA Dallas, our December is much like yours. Between classes, committee meetings, scheduled events and planning for those coming up, this month is overflowing!
December is great for continuing professional education at the Chapter. December 8, the Business & Industry Committee’s Accounting Professionals CPE Series will feature Aaron Borden, Grant Thornton partner, speaking on Beneficial Ownership Reporting, and Gregg Ballew of UTD discussing the role of the Board in enterprise risk management. This class will be held tomorrow, but there’s still time to register, so act now. On December 14, Giles Pearson, co-founder of Accountests Ltd., will teach us how to Hire Fast with Confidence in Public Accounting in a virtual Lunch & Learn event. Looking ahead to January, you’ll want to mark your calendar for January 10 when our next Member Appreciation CPE Series event will take place at The Clubs of Prestonwood just prior to our Annual Meeting.
On December 11, we look forward to seeing you at Park City Club for the Dallas Chapter Holiday Party. This TXCPA Dallas tradition is one of our most popular social events. The beautifully appointed venue will sparkle, the refreshments will be delicious and plentiful, and the company will delight you. I hope you’ll come and be a part of it.
December will mark the opening of registration for Convergence 2024, which will be held this year at the Sheraton Dallas Hotel downtown. We will announce the registration opening soon, and we anticipate a high volume of response, so watch your inbox and enroll early to take advantage of our special Early Bird pricing and guarantee your space for this event you won’t want to miss.
This month we introduce our slate of 2024-25 TXCPA Dallas leadership nominees, which you’ll find elsewhere in this edition. Voting to confirm these outstanding members will take place at the Annual Meeting of Members on January 10 at The Clubs of Prestonwood.
As this year draws to a close, on behalf of TXCPA Dallas, let me thank you for your continued participation and support. Together, we’ve made it a great year. Let’s go forward now into an even better 2024!
Happy Holidays to you and yours!
Max Duplant, CPA
Executive Board President, 2023-24
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CONTINUING PROFESSIONAL EDUCATION | |
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For more information and to register for these events,
click on the event title.
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!!! 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.
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Thank You to Our Convergence 2024 Sponsors! | |
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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.
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Let’s keep our Legislative Successes going! Click here to donate to the TXCPA PAC today. No donation is too big or too small. | |
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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!
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Shabad Ahluwalia, CPA
Caroline Therese Antoon, CPA
Abigail Suzanne Armstrong, CPA
Todd Babione, CPA
Andrew Michael Baker, CPA
Brandon Chistopher Ballinger, CPA
Oscar Williams Barkins, CPA
Brandon Alexander Bascue, CPA
Jose Javier Becerra, Student
Mitchell Bradley Behling, CPA
Katherine Elizabeth Bishop, CPA
Bethany Louise Bresnahan, Student
Daniel Buendia, CPA
Jamie Bustillo, Student
Khulan Byambaa, CPA
Grace Anastacia Cantwell, CPA
William Don Clements, CPA
Ryan Charles Collins, CPA
Jeffrey Stuart Colomina, Jr., CPA
Adriana Coss, CPA
Catherine Marie Crocker, CPA
Elisabeth Anne Crosier, CPA
Tobijaah Daniels, Student
Michael Joseph Fiore, CPA
Tanya Renee Franklin, A&FP
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Mackenzie Nicole Freeman, CPA
William Garcia, Student
Chao Gong, CPA
Kathy Brannon Granger, CPA
Haley Elizabeth Hamilton, CPA
Howard Walker Harris, Jr., CPA
Marcus Stephen Laidlaw, CPA Christopher Ray Lallish, CPA
Nicholas Robert Leach, CPA
Min Jung Lee, CPA
Nohely Leffel, CPA
Zhixian Li, CPA
Yin Lu, CPA
Hannah Marie Manley, CPA
Rachel Lynn Mathes, CPA
Andrew Joseph Maumus, CPA
Abdul Muhaimin, Student
Jennifer Marie Muniz, CPA
Brenda Mutlu, CPA
Ruth Ollarzabal, CPA
Raisha Pradhan, CPA
Tara Eileen Richard, B&A Educator
Anja Veronica Richter, CPA
Kanesha Nicole Roberson, CPA
Tiffany Dawn Thornburg, CPA
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Revolutionize your CPA practice with a free 2024 AI Accounting Report from Bright Return. | |
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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
TXN1642
Frisco, TX CPA Practice
Annual Gross: $460,000
TXN1641
Frisco, TX CPA Practice
Annual Gross: $644,000
TXN1638
Brownwood, TX CPA Practice
Annual Gross: $410,000
TXN1601
East Texas CPA Practice
Annual Gross: $533,000
TXN1078
Heart of Texas CPA Practice
Annual Gross: $513,000
TXN1526
Northwest of Dallas CPA Practice
Annual Gross: $510,000
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.
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The Federal Home Loan Bank of Dallas in Irving is hiring senior auditors for its Internal Audit department. Under general supervision, the senior auditor will perform auditing tasks of considerable difficulty and complexity, plan and lead audits, and provide assistance to other professional auditors. Our senior auditors will also assist management in communicating risks, control weaknesses and recommendations to the board of directors and senior management through verbal interaction, written reports and presentations.
PRIMARY RESPONSIBILITIES
- Plans and conducts audits, which are frequently complex in nature, of financial, compliance, operational, and IT areas to determine if operating units are following Bank policies and procedures, applicable laws and regulations, and GAAP. Determines if processes/procedures are efficient and effective.
- Establishes, with limited supervision, audit objectives, time estimate, and plan of work, and collects data and documentation and evaluates results.
- Prepares audit workpapers which document audit procedures performed according to the departmental and IIA guidelines.
- Prepares written audit recommendations and audit reports and presents them to the auditee.
- Assists other auditors when assigned.
- Provides consulting service to clients on matters relating to internal controls, operations, or accounting matters.
- Determines if appropriate corrective action has been taken on deficiencies noted during audits and examinations by testing corrective action and reporting the results to management.
- Assists Bank's external auditors in their annual examination when assigned.
- Assumes additional responsibilities as assigned.
JOB REQUIREMENTS—SENIOR AUDITOR
- Bachelor’s degree with a major in accounting. A business-related degree may be substituted provided the candidate has completed at least 18 hours of accounting courses and 3 or more hours of computer science courses.
- CIA or CPA credential. CPA preferred. Candidates who have passed 4/4 exams and only lack the experience component are also encouraged to apply.
- 2-4 years’ experience in all types of audits including financial, operational, compliance, etc. Financial audit experience preferred. Significant and related bank accounting experience of a comparable nature may be substituted.
- Excellent Microsoft Office skills including intermediate skills with Excel and Word.
- Excellent communication, project management and interpersonal skills.
- Strong detail orientation and excellent analytical skills.
If you are interested in learning more about this position, please click here.
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Seeking accounting retiree ~12 hours/week for small industrial distribution company in the Dallas Hospital District
Full Charge General Ledger Accountant
· Maintain CertiFlex books
· Monthly accounting review, bank reconciliation
· Voucher payables and input receivables
· Issue payroll for 3 employees
· Payroll tax reporting
· Implement planning decisions
· Issue SIMPLE IRA notices and implement elections, remit deferrals and match
· Sales tax reporting, manage exemption and resale certificates
· Calculate vehicle fringe for CPA review
· Excellent pay, flexible schedule with paid vacation
Please submit your resume to Ted Pierce at tp@psifilters.com.
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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!
Midyear Meeting
The 2024 Midyear Leadership Council Meeting will be held on Thursday and Friday, January 25-26, 2024, in Corpus Christi. Attendees will hear updates on important professional issues and the 2024-25 Leadership Slate will be presented.
Book Your Room Now!
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.
Member Benefit: Are You Hiring?
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" (free 30-day job posting!) to add your open positions and attract new hires!
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