- Chairman's Message
- CPE
- Coming Soon!!!
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- Convergence 2022
- Events
- Giving Back
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- A Word from Our Sponsors
- Membership
- TXCPA
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Chairman's Message
by Sharon Lukich, CPA
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November…the doorway to the most festive - and busiest! - time of the year. As your calendars begin to fill, we hope you’ll make time for some of the excellent events coming up at TXCPA Dallas.
Our CPE calendar is filling, too, and you’re going to want to take advantage of some of the great educational opportunities on offer starting this month. Thanks to our hardworking CPE Council, we have something for everyone, including topics ranging from international taxation to subscription pricing for accountants to nonfinancial contributions. Join us for our new “Lunch & Learn” series, a program of one-hour, online presentations designed to enjoy over your lunch hour. This month’s event is on November 12, and focuses on privilege-protecting tax information. And if you’re in need of fulfilling your state Ethics requirement, you can do that on November 9, at our live Ethics course.
To help kick off the winter holiday season, we invite you to join us for our November Thirsty Thursday on November 18. BKD sponsors this month’s event that starts at 5:30 p.m. at the Blue Mesa Grill in Addison. On Saturday, November 20, and Sunday, November 21, an old favorite returns: the Margarita Society Toy Sort. Bring your happy holiday spirit and help organize the mountains of toys collected at the Margarita Ball for numerous charities that will distribute them to thousands of underprivileged children in the North Texas area. You'll find more details elsewhere in the newsletter. And if that’s not enough to get you in the holiday mood, meet us at 6:00 p.m. on December 15, at the beautifully-decked Park City Club for our annual Chapter Holiday Party! After the gloom and isolation of the last two years, we can hardly wait to greet our friends, old and new, and enjoy a night of holiday cheer, live and in person!
The month of November is traditionally a time of gratitude and, in that spirit, let me express my appreciation to you for the gift of your input and your support of our association. You are the heart and soul of this organization, and I thank you.
Sharon Lukich, Chair
2021-22 Board of Directors
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Live Ethics Course
Accounting Ethics
Note: TXCPA Dallas Ethics classes are now presented on a bi-monthly schedule. When planning for the fulfillment of your Ethics course requirement, please keep this new schedule in mind.
You are invited to join us for our bi-monthly, State-approved, four-hour Ethics course, Accounting Ethics.
Speaker and author, Allison M. McLeod, LL.M., CPA, will educate and inform CPAs not just on what is the right thing to do according to the Texas Rules of Professional Conduct but how to put your values into action! As part of this course, we will also look at various schools of ethical thought and walk through real world examples of individuals and companies faced with moral dilemmas.
Description: A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.
Learning Objectives:
- To educate licensees in ethics of professional accounting as Texas CPAs.
- To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
- To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
- To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
- CPAs in client practice of public accountancy who perform attest and non-attest services.
- CPAs employed in industry who provide internal accounting and auditing services.
- CPAs employed in education or in government accounting or auditing.
This is a live, in-person event.
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Time:
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Cost:
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8:30 a.m. - 12:30 p.m.
Basic/Ethics
None
Live (Classroom)
4
441
$120/Member; $150/Non-Member
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To register for a class, please click the appropriate date below:
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Live CPE Event:
International Taxation:
An Overview of Managing Risks for Your Client
Monday, November 8, 2021
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
International Taxation:
An Overview of Managing Risks for Your Client
presented by
Josh Whitworth
Partner, Howard LLP
Monday, November 8, 2021
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description: This course will provide an overview of the various international tax forms and filing obligations for U.S taxpayers with investments and business operating abroad. This course will provide a high-level overview of Form 114 (FBAR), Form 8938, Form 5471, Form 8865, Form 926, Form 8621, Form 3520, and Form 3520-A. It will also discuss various options available for clients that have not been fully compliant in filing applicable forms.
Learning Objectives: At the end of the course, the participant should:
- be able to identify the various international forms;
- have a general understanding of who must file;
- obtain a basic understanding of how certain forms should be completed; and
- have an understanding of the various options available should the practitioner and/or taxpayer determine that they have not been fully compliant in previous years.
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Monday, November 8, 2021
1:00 p.m. - 3:00 p.m.
12400 Coit Road, Suite 750, Dallas 75251
22120619
Basic/Technical
None
Live (Classroom)
2
$35/Member; $135/Non-Member
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Online Lunch & Learn CPE Event:
What CPAs Should Know About
Protecting Privileges for Tax Information
Friday, November 12, 2021
TXCPA Dallas
invites you to an online
Lunch & Learn CPE Event
What CPAs Should Know About
Protecting Privileges for Tax Information
presented by
Joshua Smeltzer
Counsel, Gray Reed
Grab your lunch and log on for this
interesting and informative presentation on
Friday, November 12, 2021
12:00 p.m. – 1:00 p.m.
This is an online event.
Course Description: Former Department of Justice Tax Division Attorney discusses the legal standards applied to protecting privileged in tax information and communications and what tax advisors should do to ensure that privileges are maintained throughout the process. The presentation will discuss recent cases and practical tips for practice.
Learning Objectives: Attendees will understand the legal standards applied to privilege and distinctions between accountant and attorney client privileges.
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Friday, November 12, 2021
12:00 p.m. - 1:00 p.m.
22120639
Basic/Technical
None
Live (Internet-based)
1
Free, but please register to let us know you’ll attend.
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Live, In-Person CPE Event:
Selling Your BRAIN Not Your Time
Monday, November 22, 2021
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
Selling Your BRAIN Not Your Time:
Subscription Pricing for Accounting Professionals
presented by
Ed Kless
Senior Director, Partner Development & Strategy, Sage
Monday, November 22, 2021
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description: This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals. Creating subscriptions for access is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is they really do and sell. If you think you have what it takes to make this shift or are just curious about it, you are hereby invited to open a dialogue about how best to alter this language by Ed Kless, Sage’s senior director of partner development and strategy, who will facilitate this session.
Learning Objectives: Attendees will:
- Understand the two business models in use by firms;
- Review the nine subscription models; and
- Learn about metrics used by subscription organizations and a new way to present an income statement.
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Monday, November 22, 2021
1:00 p.m. - 3:00 p.m.
12400 Coit Road, Suite 750, Dallas 75251
22120625
Basic/Technical
None
Live (Classroom)
2
$35/Members; $135/Non-Members
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Live, In-Person CPE Event:
Guidelines for Claiming and Defending
Research and Development Tax Credits Under Section 41
Friday, December 3, 2021
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
Guidelines for Claiming and Defending
Research and Development Tax Credits
Under Section 41
presented by
Joshua Smeltzer
Counsel, Gray Reed
Friday, December 3, 2021
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description: Former Department of Justice Tax Division lawyer discusses the current state of the law for Section 41 tax credits, the top cases CPAs should know in evaluating claiming the tax credit, and practical tips and for claiming and defending these tax credits if audited.
Learning Objectives: Attendees will receive an overview of the current law and practical tips for practice involving Research and Development Credits under Section 41.
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Friday December 3, 2021
1:00 p.m. - 3:00 p.m.
12400 Coit Road, Suite 750, Dallas 75251
22120719
Basic/Technical
None
Live (Classroom)
2
$35/Members; $135/Non-Members
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Online Lunch & Learn CPE Event:
Conquer Your Sand Traps -
It Made Tiger Woods a Consecutive Champion
Tuesday, December 7, 2021
TXCPA Dallas
invites you to an online
Lunch & Learn CPE Event
Conquer Your Sand Traps -
It Made Tiger Woods a Consecutive Champion
presented by
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Scott Carley
The Change Energizer
Grab your lunch and log on for this
informative presentation on
Tuesday, December 7, 2021
12:00 p.m. – 1:00 p.m.
This is an online event.
Course Description: What keeps business owners and high-performance employees from achieving phenomenal, consistent results... are their proverbial sand traps. Tiger Woods knew that 11% of a golf game is played from a sand-trap or in the rough. And because he acknowledged it and spent time learning expert techniques, he often pitched out and onto the green very close to the hole. Sand-Traps are the hazards that take you off your best business game: Paralyzing Fear / Covid19 Isolation / Ghosting Clients / Conflict Resolution. Scott Carley's award-winning illustrated presentation is about what blocks business owners and high-performance employees from achieving phenomenal, consistent results. Complete with his pitching wedge and golf balls. FOCUS and taking action on your obstacles, innovation and KPI's separates Champion performers!
Learning Objectives: Attendees will leave with:
- Confidence to tackle their hazards;
- Steps to overcome objections and push-back; and
- A winning attitude and their personal winning icon.
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Tuesday December 7, 2021
12:00 p.m. - 1:00 p.m.
22120725
Basic/Non-Technical
None
Live (Internet-based)
1
Free, but please register to let us know you’ll attend.
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Live CPE Event:
Nonfinancial Contributions
Monday, December 13, 2021
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
Nonfinancial Contributions
presented by
Chad Rosen
Managing Member, CMRosen
Monday, December 13, 2021
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description: Join us for a review of the recognition and measurement principles for various types of nonfinancial contributions, along with discussion of the new presentation and disclosure requirements of ASU 2020-07.
Learning Objectives: Attendees will:
- Receive assistance in serving the nonprofit sector;
- Be able to identify types of nonfinancial contributions; and
- Understand recognition and measurement principles for various types of such donations, along with the new presentation and disclosure requirements of ASU 2020-07.
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Monday December 13, 2021
1:00 p.m. - 3:00 p.m.
12400 Coit Road, Suite 750, Dallas 75251
22120710
Basic/Technical
None
Live (Classroom)
2
$35/Members; $135/Non-Members
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Online Lunch & Learn CPE Event:
Legislative Update
Wednesday, January 12, 2022
TXCPA Dallas
invites you to an online
Lunch & Learn CPE Event
Legislative Update
presented by
Kenneth Besserman
Director of Governmental Affairs and Special Counsel,
Texas Society of CPAs
Grab your lunch and log on for this
interesting and informative presentation on
Wednesday, January 12, 2022
12:00 p.m. – 1:00 p.m.
This is an online event.
Course Description: A review of the 2021 Regular Session of the Legislature and the three subsequent special sessions. The presentation will focus on a review of the session’s major issues, TXCPA priorities and legislative victories, redistricting and other legislation. The presentation will also focus on CPA Evolution and the new CPA Exam and other matters relating to the Texas State Board of Public Accountancy. The presentation will also include a review of the TXCPA Political Action Committee and the 2022 elections.
Learning Objective: Educate CPAs about profession developments affecting the practice of accounting now and in the near future
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Wednesday, January 12, 2022
12:00 p.m. - 1:00 p.m.
22120815
Basic/Technical
None
Live (Internet-based)
1
Free, but please register to let us know you’ll attend.
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Live CPE Event:
Current Financial Planning Strategies
for Clients and Practitioners
Monday, February 7, 2022
TXCPA Dallas
invites you to a
Live, In-Person CPE Event
Current Financial Planning Strategies
for Clients and Practitioners
presented by
Scot Jackson
Partner, Frontier Investment Management Company
Monday, February 7, 2022
1:00 p.m. – 3:00 p.m.
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
This is a live, in-person event.
Course Description: Financial planning means a variety of things to different people. We invite you to hear what financial planning means to us and what it can mean for you. In this presentation, a practitioner will learn about current financial planning strategies and how to incorporate them into their clients' financial lives and their own.
Learning Objectives: Participants will:
· Identify the main areas of financial planning
· Learn about impactful strategies in each area based on current tax laws and proposed legislation
· Discover which clients may benefit from financial planning
· Review best practices for implementation
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Monday, February 7, 2022
1:00 p.m. - 3:00 p.m.
12400 Coit Road, Suite 750, Dallas 75251
22120919
Basic/Technical
None
Live (Classroom)
2
$35/Members; $135/Non-Members
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Steve Tillinger Presents
Online Federal Tax Update Course
Whether you are a generalist or a tax specialist, you will take away valuable information and insights from this eight-hour program. The course will bring you up-to-date on current issues in federal income taxation affecting individuals and small business owners with emphasis on coverage and analysis of 2021 tax legislation, with special emphasis on President Biden’s Build Back Better plan and coronavirus legislation, both final and proposed; updates and new developments of 2020 and earlier tax law, with emphasis on continuing developments with the Tax Cuts and Jobs Act; important court cases; Treasury income tax regulations; IRS revenue rulings and procedures; and more!
TXCPA is hosting these courses on:
November 18, 2021
December 3, 2021
January 12, 2022
February 8, 2022
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Save the Dates
for These Opportunities!
Community Outreach Opportunity:
TangoTab's Feed the City
Saturday, December 11, 2021
Online Lunch & Learn:
Recent Technology & Security Considerations
Monday, February 21, 2022
Virtual Event
Convergence 2022
Monday, May 16, 2022
The Omni Hotel Frisco at The Star
Registrations will open soon. Stay tuned!
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Save the Date
Convergence 2022
SAVE THE DATE
'Cause We're Back, Baby!!!
TXCPA Dallas is excited to announce its
hallmark event of the year
CONVERGENCE 2022
Monday, May 16, 2022
L-I-V-E
at
The Omni Frisco Hotel at The Star
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 2022 Sponsors
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TXCPA Dallas
Leadership Development Academy Alumni Event
Tuesday, November 9, 2021
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DID YOU GRADUATE… from TXCPA Dallas’s Leadership Development Academy (LDA)?
Since 2009, the LDA has been cultivating leadership and camaraderie within its annual program, and we think this year is the perfect time to celebrate those leaders!
TXCPA Dallas
will host a reunion event for
ALL LDA GRADUATES
Tuesday, November 9
5:00 -7:00 p.m.
Meso Maya Comida Y Copas
5280 Belt Line Road
Dallas, TX 75254
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NO CLASS ASSIGNMENTS, JUST SNACKS & DRINKS. We are looking forward to reuniting old friends and gathering program ideas/feedback from our graduates. Your continued commitment to LDA and the future leaders of our profession is greatly appreciated.
This event is sponsored by
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November Thirsty Thursday
Thursday, November 18, 2021
Join us for our monthly networking event on
Thursday, November 18
5:30 p.m. – 7:30 p.m.
at
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14866 Montfort Drive
Dallas, TX 75254
This event is generously sponsored by
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There is no cost to attend,
but please use the link below to let us know you’re coming.
All TXCPA Dallas members are welcome!
See you there!
To RSVP for the event, please click here.
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TXCPA Dallas Holiday Party
Wednesday, December 15, 2021
You are cordially invited to attend the
TXCPA Dallas
Annual Holiday Party
Wednesday, December 15, 2021
6:00 p.m. – 8:00 p.m.
Park City Club
5956 Sherry Lane, 17th Floor
Dallas, TX 75225
Come enjoy holiday festivities with your fellow
TXCPA Dallas members on December 15!
The event will be held at Park City Club located at
5956 Sherry Lane in Dallas.
Please RSVP by clicking here.
See you there!
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November and December
Community Outreach Opportunities
TXCPA Dallas has always promoted community outreach among our membership. This year, our CPA Involvement Committee has lined up several opportunities for you to spend some fun time with your fellow members and give back to the community that has given so much to us. Here’s what’s happening through the end of 2021:
Margarita Ball Toy Sort
Every November the Dallas Margarita Society
collects toys at its annual Margarita Ball for distribution to
various children’s charities in the DFW area.
The need is great for volunteers to organize the
thousands of toys received at the Ball.
Here are the dates and times that
volunteer staffing is needed for this year’s event:
Saturday, November 20, at the Sheraton Dallas Hotel (Downtown)
· 10 individuals for toy sorting prior to the Margarita Ball,
2:30-4:00 p.m.
· 5 individuals for each shift of toy collection during the Margarita Ball
o Shift 1: 6:00 p.m. to 8:30 p.m.
o Shift 2: 8:30 p.m. to 11:00 p.m.
Sunday, November 21, at the Sheraton Dallas Hotel (Downtown)
· Volunteers for toy sorting after the Margarita Ball
o Check in before 8:00 a.m.
o Sort can last 3 to 4 hours
For more information and to sign up, contact Chris Hes.
Love for Kids Christmas Party
Saturday, December 11, 8:00 a.m.
Circle R Ranch
5901 Cross Timbers Road
Flower Mound, TX 75022
This year TXCPA Dallas is reviving an old tradition:
volunteering for the Love for Kids Christmas Party.
On December 11, we will trek to the Circle R Ranch
in Flower Mound to help provide a very merry holiday celebration
for underprivileged children throughout the Metroplex.
Plan to help set up and run various games,
food areas and other attractions.
If you would like to be a part of this fun-filled day,
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Freeman Law Presents
First Annual International Tax Symposium
Find yourself on the cutting-edge of international tax law, with up-to-date insights and perspectives on cross-border taxation and current trends. Prepare for the realities of today’s tax practice—and for that of tomorrow. Global economies are increasingly connected. Markets and supply chains cut across tax authorities. Never before has a well-rounded knowledge of the international tax rules and risks been more important.
For more information and to register, click here.
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Dallas Regional Chamber Hosts
Year Ahead: A Discussion on
Economic and Political Trends for 2022
Tuesday, November 11, 2021
Join the DRC on Thursday, November 11, for their annual Year Ahead event, a forward-looking discussion about the economy, political landscape, and important trends and challenges facing the Dallas Region. For more information and to register, click here.
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TXCPA Dallas Announces
2022-23 Leadership Nominees
The TXCPA Dallas Nominations Committee is pleased to announce its slate of officer nominees for the 2022-23 year. These nominations will be voted on by the membership at the Annual Meeting of Members in January 2022.
Chair-Elect
Max Duplant
Treasurer-Elect
Robert Goudge
DCPAS Directors
Angela Banks
Kyle Wakeland
TXCPA Directors
Art Agulnek
Sam Cheng
Neely Duncan
Sharon Lukich
Rebecca Manrriquez
Bill Moss
Mitch Perry
Austin Waugh
Jeff Weyandt
Brenda Wilson
Nominations Committee
Angela Banks
Kyle Wakeland
Paul Willey
Brenda Wilson
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Vijaya Adhikari, CPA
Jehona Ahmeti, Student
Johannes Marthinus Allers, CPA
Shivam Arora, Candidate
Gabriela B. De Freitas, Student
Benjamin Michael Berryman, CPA
Roxane Bile, Student
Connor Logan Bourgeois, CPA
Alan Roberto Bueno, Student
Camden Bruce Byrd, Student
Shyla Camarena, Student
James Clayton Cane, CPA
Linda Marie Carabajal, Student
Jane L. Cartmell, CPA
Karla Maria Castro, CPA
Caroline Elizabeth Chance, CPA
Hung-Ju Chen, CPA
Gita Christy, CPA
Katherine Victoria Colig. Student
Melanie Dawn Collins, CPA
Claire Elise Cross, Student
Sadie Elizabeth Curlee, CPA
Mi Dai, CPA
Gilbert Danso, Student
Christian Richard Davey, Student
Nicholas Giovanni Decello, CPA
Ariel Dickson, Student
Kelsey Dunmire, Student
Eric Pierson Effinger, CPA
William Eigenbrodt, Student
Raja Elkordi, CPA
Kori Ellis, Student
Christopher David Fagin, CPA
Yue Feng, Student
Joshua Edward Garza, Student
Lilly Brooks Gibson, Student
Clayton Dillon Golden, Student
Sydney Nicole Hale, CPA
Charles H. Harris, CPA
Kevin Jonglo Harris, CPA
Marjory Hathcock, CPA
Qizheng He, CPA
Matthew Ross Hilburn, CPA
Alexander Joseph Huff, CPA
Nayely Joachim, Student
Edwin Johnson Jr., Student
Kelsey Rose Kaiser, CPA
John Michael Kelleher, CPA
Clay Mark Kemp, CPA
Samir Ullah Khan, Student
Natalie Grace Kilpatrick, Student
Hailey Rae Kohn, CPA
Joshy P. Kuriakose, CPA
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Richard Edwin Lahr, Jr., CPA
Connor Steven Lane, CPA
Alyssa Marie Lare, CPA
Kaisee Littlejohn, Student
Yuhan Liu, CPA
Hugo Aldo Loera, CPA
Helen Lu, Student
Magaly Marquez Gutierrez, CPA
Jalee Mcdonald, Student
Angela Marie Meadows, CPA
Himanshi Rajendra Mehta, CPA
Natalie Miller, Student
Trent Sterling Miller, CPA
Michael Ryan Mitchell, CPA
Engy Hesham Mohamed, CPA
Jeffrey Cole Moore, CPA
Lindsey Moore, Student
Nasreen Murad, Student
Jenny Nguyen, Student
Thi Anh Nguyet Nguyen, Student
Jason Vaughn Pangle, CPA
Alice Emmanuelle Preston, Student
Rulian Qian, CPA
Mi Qin, CPA
Rania Radwan, Student
Shashi K. R. Lingala, Student
Thonny Alejandro Rengifo, Student
Carmen Lilia Reyna-Lopez, Student
Lesley Paloma Rico, Student
Jerry Rivera, CPA
Fabian Mathew Rocha, Student
Lila Cannon Rochelle, CPA
Marlen Rodriguez, Student
Connor Lee Scott, CPA
Charles Stuart Shackelford, Student
Xavier John Spencer, CPA
John Eliot Springer, CPA
Yanning Chang Stufflebeam, CPA
Mingyang Sung, CPA
Christy A. Tedesco, Student
Elodie Tessier, Student
Theresa Touchet, CPA
Jennifer Mary Tran, CPA
Chris Turner, Student
Xiaojie Wang, CPA
Adam Wayne, CPA, CPA
Ian Weaver, Student
Peyton Nicole Welch, Student
Raven Williams, Student
Wesley Caleb Wolfe, CPA
Xiaochen Zhang, CPA
Ling Zhou, Student
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TXCPA Dallas Scholarship Winner Spotlight
Each month, we will spotlight one of this year's Dallas CPA Society Scholarship winners. Join us this month in getting to know Southern Methodist University (SMU) graduate accounting student Jarrett Fairbanks and welcoming him to TXCPA Dallas.
Without actually knowing it, Jarrett has wanted to become a CPA his whole life. Ever the calculating tactitian, even as a kid, he was always the one in his peer group to think two steps ahead and plan his strategy accordingly. So when he discovered the field of accounting, he knew he’d found the line of work tailor-made for him. Only one problem: his strong dislike of the “nerdy math geeks” stigma surrounding accountants. One of Jarrett’s goals is to remove that bias. As he puts it, “There is nothing more that I want than to be an SMU alum who got his CPA and is out in the Dallas workforce…spreading the news about TXCPA Dallas and decreasing the stigma around accounting.”
As an undergraduate at SMU, Jarrett was awarded the SMU Opportunity and Max Thurber Scholarships. He was President of the SMU Baseball Club and Treasurer of SMU Buddies. Jarrett has interned for Armanino, Hilltop Holdings and KPMG, where he will join the firm full-time upon receipt of his Masters in Accountancy in May of 2022.
TXCPA Dallas welcomes and congratulates Jarrett Fairbanks.
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Congratulations Are in Order!
Jenny Nguyen won a $100 Amazon gift card in TXCPA’s student member drawing.
Josh Alexander recently graduated from AICPA’s 2021 Leadership Academy.
Congratulations, TXCPA Dallas Members!
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The PAC is Your Home-Field Advantage
Between work and family commitments, the last thing you have time to do is research all the candidates running for office or, even more difficult, read all the tax bills coming out of the legislature. The good news is that you have TXCPA on your team. Let Tram Le, CPA – Fort Worth, explain why the PAC is your home-field advantage.
December is TXCPA Month of Service
Save the date for TXCPA’s annual Month of Service in December! Once again, the Branding and Community Outreach Committee is asking members to consider adding a financial literacy focus to their activities. Contact your chapter for local engagement opportunities or visit TXCPA’s website to learn more about how you, your firm or your company can participate in TXCPA Month of Service.
Nominations for B&I Award
TXCPA is accepting nominations for the 2021-2022 B&I Award through Dec. 31. The award recognizes CPAs who work in business and industry and have made significant contributions through their influence and impact on others in the accounting profession.
TXCPA Now Accepting 2022 Rising Star Nominations
TXCPA is setting out to recognize CPA members 40 and younger who have proven to be rising stars within the accounting profession and their communities. Do you have an up-and-coming star in your firm or company who has shown innovative leadership qualities, whether it be in the accounting profession, TXCPA or charitable activities? Have a friend or colleague who’s taken the reins within the profession or community? We want to hear from you! Anyone can nominate a rising star, but the nominees must be TXCPA members. Nominations must be completed by Dec. 31 to be considered. Submit a nomination today!
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