January Newsletter

President's Message

CPE / Events

Convergence 2024

Announcements

Membership

Classifieds

Happy 2024! I hope your new year is off to a great start and that the next 12 months will be prosperous and productive for you and yours. At TXCPA Dallas, we are gearing up for our best year ever!

January is packed with events. Our Annual Meeting of Members takes place on January 30 at The Clubs of Prestonwood, and we hope you'll be there. During this meeting we will elect our 2024-25 leadership, recognize the 2023 class of the Leadership Development Academy with a graduation and give you an update on happenings at the Chapter. Kyle Edgington, Vice President of Development and Alumni Relations for UTD, will be our dinner speaker and will share his considerable knowledge on fundraising. I hope you can make it! 

Also in January is the Young Professionals Group CPE and social event on January 18 at the Dallas Training Facility. Dana Garnett, mediator and conflict resolution specialist, will give her thoughtful insights on how to have a fulfilling life. The next Member Appreciation CPE Series event is on January 19 at the Dallas Chapter facility. Jennifer Johnson will show you how to use Excel to prepare and present analytics and Weaver Partner Mayur Naik will give an update on state and local tax issues. On January 23, Giles Pearson, co-founder of Accountests Ltd., will lead a virtual Lunch & Learn session titled Hire Fast with Confidence in Public Accounting.

It's happening! Convergence 2024 registration is OPEN! We are offering Early Bird pricing again this year, and we hope you’ll take advantage of it and enroll now. We have a wonderful program planned, and you won’t want to miss this annual opportunity for the best in networking, entertainment and education. The special Early Bird pricing ends March 31, and capacity is limited, so register now!

To update you on the administrative aspect of our association following Meg Campbell’s departure as Executive Director, your chapter leadership has agreed to utilize support available from TXCPA under a temporary contract through the end of this membership year (May 31, 2024). Working with TXCPA will help us ensure our chapter activities and programs continue without interruption while the board considers long-term options. Our members and committees will continue to receive dedicated assistance from our chapter staff, Laura McFadden and Dana Barnes, who will be available at the Chapter office as usual. As always, we thank you for your investment and participation in our programs and events. Please be assured we are committed to continuing to provide the excellent quality of service and benefits you expect from TXCPA Dallas.



Wishing you a prosperous and happy month and year!

Max Duplant, CPA

2023-24 Chapter President



For more information and to register for these events,

click on the event title.

Young Professionals Group

CPE Event and Happy Hour

Thursday, January 18, 2024

4:30 - 6:30 p.m.

TXCPA Dallas Training Facility

CPE Credits: 1; Fee: $10

Speaker: Dana Garnett, CPA

FREE CPE: Texas Taxes: Quarterly Updates  

Thursday, January 18, 2024 

12:00 - 1:00 p.m.  

Virtual 

CPE Credits: 1; Fee: $0

Speaker: Gordon Martens, J.D. 

Member Appreciation CPE Series

Friday, January 19, 2024

1:00 - 5:00 p.m.

TXCPA Dallas Training Facility

CPE Credits: 4; Fee: $40

Speakers: Jennifer Johnson, CPA and Mayur Naik, CMI

Lunch & Learn Event:

Hire Fast with Confidence in Public Accounting

Tuesday, January 23, 2024

1:00 - 2:00 p.m.

Virtual

CPE Credits: 1; Fee: $10

Speaker: Giles Pearson, FCA

Annual Meeting of Members

Tuesday, January 30, 2024

5:30 - 8:00 p.m.

The Clubs of Prestonwood

CPE Credits: 0; Fee: $30

Speaker: Kyle Edgington, PhD

FREE CPE: Professional Issues Update

Wednesday, February 7, 2024

10 a.m. – 12:00 p.m.

Virtual

CPE Hours: 2; Fee: $0

Sponsor: Goodman Financial 

February Thirsty Thursday Social Hour

Thursday, February 15, 2024

5:30 - 7:30 p.m.

Blue Mesa Grill - Montfort

CPE Credits: 0; Fee: $0

Ethics for Texas CPAs

Thursday, May 9, 2024

1:00 - 5:00 p.m.

Dallas Sheraton Hotel (Downtown)

CPE Credits: 4; Fee: $75

Speaker: Kathryn Kapka, CPA



!!! REGISTRATION IS OPEN !!!

TXCPA Dallas

invites you to register for

Friday, May 10, 2024

Sheraton Dallas Hotel

Join us for the

premier accounting CPE event

in North Texas!

Early Bird pricing is available

through March 31, so

Register Now!

Thank You to Our Convergence 2024 Sponsors!

We welcome our newest sponsors:

Benchmark Search and Weaver



TXCPA Dallas Announces

2024-25 Leadership Nominees

TXCPA Dallas announces its slate of 2024-25 leadership nominees to be elected during the Annual Meeting of Members on January 30:

President-elect

Isreal Miller

Treasurer-elect

Chris Hes

Executive Board Member

Austin Waugh

Nominations Committee Members

Neely Duncan * Chris Hes

Terri Hornberger * Rebecca Manrriquez

TXCPA Leadership Council Members-At-Large

Angela Banks * Aaron Borden * Taylor Caton

Robert Goudge * Diane Pappas * Kyle Ratliff * Kyle Wakeland



PAC Notes...

Your Contribution to the PAC is Vital  

As we begin the 2024 election cycle, TXCPA PAC is more important than ever. Your contributions were instrumental in TXCPA having a very successful 2023 legislation session. We addressed some CPA pipeline issues - allowing students to test at 120 semester hours and expanding the accounting scholarship program. We still have more to do to address vital pipeline issues and to protect the profession from ever-increasing regulatory attacks that threaten the CPA license. With many legislative retirements and some longstanding legislators seeking other opportunities, TXCPA PAC will be hard at work in 2024, supporting our friends still in the legislature and making new friends in open races. If we want to continue our successes, your contribution to the PAC is vital. Please go to https://www.tx.cpa/advocacy/contribute to make your PAC contribution. Reach out to Kenneth Besserman, kbesserman@tx.cpa, for more information. 

In Memoriam

Charles Jefferson "Jeff" Gregg, a dear friend to many in the Dallas Chapter, passed away peacefully on Tuesday, December 26, 2023. A scholarship fund has been established by TXCPA's Accounting Education Foundation in the name of Jeff Gregg. Contributions can be made in his memory online or by check sent to: TXCPA, 14131 Midway Rd., Suite 850, Addison, TX 75001

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 TXCPA business, and the 2024-25 Leadership Slate will be presented. 

Learn More and Register!  

January 25-26, 2024 at the Omni Corpus Christi 

Rate: $159 + 15% tax  

Cutoff : January 2, 2024  

Book Your Room Today!  

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!

Services

Practices for Sale

North Texas Practices Currently Available Through Accounting Practice Sales

(click Listing # to view details online)

TXN5075

Johnson County, TX CPA Practice

$146,600

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

TXN1631

East Texas CPA Practice

Annual Gross: $1,200,000

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

TXN1638

Brownwood, TX CPA Practice

Annual Gross: $410,000

TXN1601

East Texas CPA Practice

Annual Gross: $533,000

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.

Employment Opportunities

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.

Seek 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.