May Newsletter

President's Message

by Max Duplant, CPA

The month of May marks the culmination of several significant events within our organization. A fiscal year closes, a long-anticipated event comes to completion, and a President’s term draws to its end.

 

Convergence 2024, our year-long production, unfolded on Friday, May 10, captivating nearly 500 attendees with a day brimming with learning, networking and entertainment. It was a testament to our community’s commitment to excellence, and we so appreciate the outstanding contributions of everyone involved. We have already begun the planning process for next year’s event – our 20th! – so expect exciting details to be revealed throughout the year as Convergence 2025 comes to life.

 

But this month’s festivities don’t end with Convergence. For our vibrant young members, tonight promises fun and camaraderie as we celebrate and build relationships with our CFA Society DFW colleagues at a Young Professionals Group social event at The Happiest Hour. There’s still time to join; simply click here to register.

 

Looking ahead, mark your calendars for May 21, as Robert Goudge, Frost Bank Vice President, unveils insights on leveraging your bank to manage cash flow effectively, part of our Cash Management Series. And don’t miss the Series’ grand finale on June 19, as Kenny Broom, Director, Venture Capital for MG Stover, imparts wisdom on crafting a bitcoin treasury strategy. The CPE Council is already hard at work creating next year’s educational journey, promising an enriching and exciting experience for all.

 

As I step down as TXCPA Dallas Board President, I must express my profound gratitude to those who have been pillars of strength and inspiration throughout my tenure. To the esteemed Executive Board of TXCPA Dallas, your wisdom and integrity have been invaluable. To the tireless committees and chairs, your steadfast commitment fuels our success. And to the unsung heroes of TXCPA Dallas, our administrative staff, it is your skill and dedication that keeps the engine running smoothly and allows this association to continue moving forward. I thank you all.

 

On June 1, the President’s gavel passes to Donovan Miller, a long-time and ardent advocate of the Dallas Chapter and a seasoned leader. I have full confidence in Donovan’s ability to steer our organization to even greater heights.

 

TXCPA Dallas stands as a beacon of professional distinction and community in the accounting and financial services sectors. Our membership is the lifeblood of this enterprise. My hope is that you’ve found inspiration to engage even more deeply with this association in the past year and that you’ll continue to do so, reaping the myriad benefits it offers for yourself and future generations.

 

Thank you for your constant support and encouragement. Wishing you all the very best in your endeavors.

 

Warmest regards,

 

Max Duplant, CPA

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:

Using Your Bank to Help Manage Your Cash Flow

Tuesday, May 21, 2024; 12:00 – 1:00 p.m.

Format: Virtual

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

Speaker: Robert Goudge, CPA


CPA Involvement:

For the Love of the Lake

Second Saturday Shoreline Spruce-Up

Saturday, June 8, 2024; 9:00 - 11:00 a.m.

Format: Live/In Person

Credits: 0; Fee: $0


Online Cash Management CPE Series:

How to Build a Bitcoin Treasury Strategy

Wednesday, June 19, 2024; 12:00 – 1:00 p.m.

Format: Virtual

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

Speaker: Kenny Broom, CPA


June Thirsty Thursday Social Hour

Sponsored by

Lane Gorman Trubitt LLC

Thursday, June 20, 2024; 5:30 - 7:30 p.m.

Format: Live/In Person

Credits: 0; Fee: $0


July Thirsty Thursday Social Hour

Thursday, July 18, 2024; 5:30 - 7:30 p.m.

Format: Live/In Person

Credits: 0; Fee: $0



FREE CPE for Members 


Your membership includes at least 20 hours of FREE CPE with your annual renewal. Click here for more details about the complimentary courses available from TXCPA. Check back often as new courses are added throughout the year. 


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

Convergence 2024 is now history.

Thanks to all who made it possible.


Stay tuned as plans for the future -

Convergence 2025, our 20th event -

are revealed.

One More Thank You to Our Convergence 2024 Sponsors

MEMBERSHIP

Membership Renewal 


Your TXCPA renewal statement for 2024-2025 is now available in your member profile. We’re eager to answer any questions you might have about maintaining your member benefits. 

 

Please let us know how we can help you. Reach out to our member services team at membership@tx.cpa

 

Thank you for trusting TXCPA as a resource and for your continued commitment to your profession. 

Welcome, New Members!

Patricio Aguayo, Student

Uwem Akpabio, CPA

Arturo Alcala, CPA

Faizan Asif, Student

Eric Barcroft, A&FP

Andrew Barlag, CPA

Melissa Bessenger, CPA

Nicolas Boda, CPA

Frederick Bosshardt, CPA

Robert Briggs, CPA

Tristin Bronson, CPA

Tatum Brown, CPA

Andrew Brown-Trigg, Candidate

Isaac Buck, CPA

Colin Buckley, CPA

Garrett Bull, Student

Jazmin Bustamante, Candidate

Miguel Cabrera, CPA

Aaron Calliham, CPA

Megan Carmack, Student

Duh Ceu, Candidate

Hye Chong, CPA

Eric Clein, CPA

Leah Conrad, Student

Zyunn Cormier, Student

Anthony Cowans, Candidate

Hector Davalos, CPA

Yoselin De La Paz, Student

Justin Dueker, CPA

Diane Duong, CPA

Aimee Fee, CPA

Matthew Fee, A&FP

Eloisa Fernandez, CPA

Abigail Fischer, CPA

Mai Geller, CPA

Kailey Gilliam, A&FP

Jack Gould, Candidate

Camarie Green, Candidate

David Hildinger, CPA

Eric Robert Hirth, CPA

AprilRose Holman, CPA

Xudong Huang, CPA

Jagruti Jadhav, CPA

Andrew Jenson, CPA

Sharon Juroska, A&FP

Chevonne Kiespert, CPA

Triet Le, Candidate

Krystal Lee, CPA

Judy Li, CPA

Rachel Liedtke, CPA

Ashleigh Lieu, Student

Oshmar Lindero, CPA

Alexandra Lister, CPA

Christian McCormick, CPA

Karen Mead, A&FP

Jamal Meharali, Candidate

Michael Merry, CPA

David Muse, CPA

Kim Nguyen, CPA

Summer Nguyen, CPA

Daniel Orozco, Student

Tajagna Parikh, Candidate

Alexis Rador, CPA

Margaret Raffaele, CPA

Natalie Rahija, Student

Sehrish Rupani, CPA

Dalicia Savoie, CPA

Erich Schark, CPA

Lewis Scott, CPA

Edward Shelly, CPA

Ibrahim Shinwar, CPA

Binisha Shrestha, Candidate

Benjamin Siverly, CPA

Daniel Skogen, CPA

Klein Smith, CPA

Adriana Solis, Candidate

Alex Solis, Candidate

Curtis Springfield, CPA

Noy Srisouphan, A&FP

David Sun, CPA

Alexandra Surko, CPA

Temiloluwa Taiwo, CPA

Vanessa Tarango, A&FP

Vaibhavi Thakkar, CPA

Tarun Thomas, Candidate

Siedra Tidwell, CPA

Whitney Tobey, CPA

Jim Tolbert, Associate

Sally Tong, CPA

Andy Vazquez, Candidate

Oliver Wainman, CPA

Lindsay Wallace, CPA

Randy Welch, Jr., CPA

Jeffrey Wexler, CPA

Michael Whitmire, Student

Jonathan Yacktman, CPA

Imran Zamani, CPA

Yunyun Zhang, CPA

Apply Now for the

TXCPA Dallas Scholarship Honoring Philip Vogel

Click here for more information

about the TXCPA Dallas Scholarship Program.

Be a Part of the

Leadership Development Academy Class of 2024

For more information and to apply, click here.

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! 

Mark Your Calendar – TXCPA Annual Meeting 2024 



The 2024 Annual Meeting of Members and Leadership Council Meeting will be held on Friday and Saturday, June 28-29, 2024, in Frisco, TX. Registration will open soon. Please reach out to Holly McCauley for more information or with any questions. 

Reserve Your Room Now

Accounting is STEM 


TXCPA wants to add your voice to an important effort to encourage the designation of accounting as a STEM (science, technology, engineering, mathematics) discipline in education. You’re invited to join our campaign to promote this transformative initiative. Read on for more details or click below to access our dedicated campaign page and learn how you can get involved.  

Visit Here for More Information 

CPAs Give Back!

Congratulations Are in Order


Fourteen Meadows Collier attorneys were recently named D Magazine's 2024 "Best Lawyers in Dallas". Read more here.

MEMBERSHIP

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

$555,000


TXN5087

NEW Far North Dallas, TX CPA Practice

$231,000


TXN1630

East TX (Near I20) CPA Practice

$840,000


TXN1639

Wichita Falls, TX CPA Practice

$363,500


TXN1631

East Texas CPA Practice

$1,200,000


TXN1624

Plano, TX CPA Practice

$209,600


TXN1638

Brownwood, TX CPA Practice

$410,000


TXN5096

NEW Ellis County, TX/South of Dallas CPA Practice

$517,000


TXN5152

NEW Plano, TX CPA Practice

$1,983,000


TXN1626

NEW Fort Worth CPA Practice

$472,000


TXN5103

NEW Hurst, TX CPA Practice

$595,000


TXN5172

NEW Denton, TX CPA Practice

$1,055,000

NEW Listings COMING SOON!

 

 

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.


Services

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!

VISIT OUR WEBSITE
Facebook  LinkedIn