July-August 2024

Flipbook

In this issue:

July 01, 2024

Take Note

TXCPA Connects With 2,800+ Students During Accounting Opportunities Month and Nearly 12,000 Students in 2023-2024

During April’s Accounting Opportunities Month, we surpassed our goal of reaching 1,500 students! We thank the 101 members who volunteered for 31 career engagements – which included presentations, career fairs, panels and student facing events – and reached 2,866 students of all ages! These visits helped us get closer to our goal of reaching 12,000 students in 2023-2024.

Volunteers are needed for classroom visits year-round. If you're interested in sharing your career journey with aspiring CPAs, please click here to submit an online volunteer interest form.

Don’t Miss Listing Your Organization in TXCPA’s New Employer Guide!

TXCPA’s Employer Guide is a valuable recruitment tool to help you attract quality, top-tier employees for your organization. You can stand out from the crowd by sharing your organization’s benefits and accolades with future CPAs throughout Texas.

The deadline to purchase an Employer Guide listing for the 2024-2025 guide is July 31, 2024. Click here to learn more and purchase your listing.

Unlock Top Talent and Career Opportunities with TXCPA’s Career Center!

Need to hire talent or find a new job opportunity? Check out TXCPA’s Career Center! With a focus on accounting and finance job openings, it’s the perfect resource for employers and job seekers alike. Members enjoy deep discounts on job postings and internships are always free!

Job seekers can browse postings, apply online and post a Job Seeker Profile for free. Simply log in with your TXCPA credentials to get started.

For the best in hiring and career opportunities, visit TXCPA’s Career Center today!

Find Your Zen: Top Meditation Apps to Stay Centered

Meditation is a great way to refocus and center yourself, but when life is hectic and distracting, it can be difficult to master. Here are a few apps that can help make meditation easier and more intuitive:

Calm – www.calm.com

Headspace – www.headspace.com

Ten Percent Happier – www.tenpercent.com

BetterSleep – www.bettersleep.com

Mindful – www.mindful.org

If you’re struggling with addiction, substance abuse or mental health issues, TXCPA Peer Assistance is here to help. Join a weekly support group, send a confidential message and find more resources at tx.cpa/resources/acan.

TXCPA is Now Accepting 2025-2026 Leadership Nominations

The nominations process for TXCPA’s 2025-26 leadership is now open! Your input for key leadership positions is vital to our organization’s success and future. We are currently accepting nominations for the following roles: Chair-elect; Treasurer-elect; Secretary; Board of Directors; Leadership Council Members-at-Large; Nominations and Board Development Committee Members-at-Large; Nominations Council Members-at-Large; and AICPA Council.

The deadline for nominations is September 2. For complete details on the TXCPA leadership nominations process, including links to submit a nomination and an overview of the process, please visit our website.

TXCPA Recognizes 2023-2024 Award Recipients

TXCPA congratulates our 2023-2024 award recipients. The members include:

Meritorious Service to the Accounting Profession: Kathy Kapka, CPA, CGMA - East Texas

Distinguished Public Service: John Baines, CPA - Dallas

Distinguished Fellow: Bill Moss, CPA - Dallas

Distinguished Fellow: Bill Sims, CPA - Dallas

Young CPA of the Year: Dahlia Garcia, CPA - El Paso

Honorary Member: Meg Campbell - Dallas

Outstanding Committee Chair: David Colmenero, J.D., LL.M., CPA - Dallas

B&I Award: Tom Seale, CPA - East Texas

Rising Stars: Lauren Albrecht, CPA - Corpus Christi; Candy Arroyo, CPA - Permian Basin; Katie Brown, CPA, CFF - Fort Worth; Jennifer Cadena, CPA - San Antonio; Andres Chavez, CPA - Abilene; Monica Corey, CPA - Permian Basin; Austin Fleet, CPA - East Texas; Evan Green, CPA - Permian Basin; D’Andra Isabel, CPA - Houston; Ashlei Lewis, CPA - San Angelo; Luis Lopez, CPA, CFE - Rio Grande Valley; Kyle Noack, CPA, CFP - Victoria; Jordan Payne, CPA - Houston; Andrew Peterson, CPA - Dallas; Alan Pruitt, CPA - Houston; Elsa Selleck, CPA - East Texas; Paige Smith, CPA - San Angelo; Jaimie Yang, CPA, CIA, CISA - Dallas

 

Thanks to the Sponsors of Today's CPA Magazine

This content was made possible by the sponsors of this issue of Today's CPA Magazine:

 
Accounting Biz Brokers Accounting Practice Sales CPA Charge Goodman Financial PAS.Professional Accounting Sales Poe Group Advisors

 

 

November-December 2025

Flipbook

In This Issue

  • TXCPA’s 2025 Rising Stars

    TXCPA’s Rising Stars Program honors 16 exceptional CPA members under 40 who are making a significant impact in the profession and their communities. These honorees exemplify leadership, innovation, and a commitment to making a difference.
    View Article

  • CPE: Information Security Plans for Tax Professionals: A Review of Existing Guidance

    This article reviews the essential information security responsibilities of tax professionals and CPA firms amid growing cybersecurity threats. It outlines key IRS and FTC requirements, and offers practical steps for safeguarding taxpayer data, detecting and responding to breaches, and complying with data privacy laws.
    View Article

  • Top 10 Estate Planning Topics in Texas in 2025: A Scholarly Perspective

    This article highlights 10 key issues shaping estate planning in Texas. As a client's needs grow more complex, Texas CPAs play a critical role in guiding them with expertise, foresight and personalized strategies.
    View Article

  • The PCC’s 2025 Priorities: Advising FASB on Private Company Issues

    In 2025, the Private Company Council continued its work advising the Financial Accounting Standards Board on financial reporting issues affecting private companies. PCC Chair Jere Shawver discusses key accomplishments and what's ahead.
    View Article

  • Legislative Wins Reshape CPA Licensure and Mobility in Texas

    TXCPA achieved major legislative wins in the 89th Texas Legislature, including creation of a new CPA licensure pathway and modernizing practice mobility. These victories highlight our leadership in opening new doors for current and future CPAs.
    View Article

  • What’s Happening Around Texas - November-December 2025

    TXCPA chapters across Texas hosted events supporting education, professional growth and community engagement. Highlights include Corpus Christi’s school supply drive, Dallas’s behind-the-scenes Meyerson Symphony Center tour, East Texas’s Leadership Day, and San Antonio’s Beta Alpha Psi Competition and Accounting Educators Mixer.
    View Article

  • IAASB Approves New Standard on Sustainability Assurance

    The IAASB approved ISSA 5000, the first comprehensive global standard for sustainability assurance, effective for periods beginning December 15, 2026. The principles-based standard applies to all ESG topics, introduces the concept of double materiality, and allows for limited or reasonable assurance engagements.
    View Article

  • Our Rising Stars Shine Brightly

    TXCPA Chair Billy Kelley highlights the November/December issue of Today’s CPA, where we celebrate TXCPA’s Rising Stars - emerging leaders shaping the profession’s future. He also discusses the articles on estate planning, sustainability standards, information security, and TXCPA advocacy, plus chapter updates as members close out the year.
    View Article

  • Automation and AI and its Impact on the Future of Accounting

    Automation and artificial intelligence are revolutionizing accounting by streamlining tasks, improving accuracy and enhancing decision making. While offering efficiency and strategic benefits, these technologies also raise challenges around ethics, data privacy and workforce skills.
    View Article

  • PCAOB Adopts New Audit Firm and Engagement-Level Metrics Disclosures

    PCAOB's Release No. 2024-002 introduces new firm-level and engagement-level audit metrics to increase transparency and provide more decision-useful information. While broadly supporting the goal, stakeholders raised concerns about high compliance costs, a limited link to audit quality and potential negative impacts on smaller firms.
    View Article

  • Take Note

    In this edition of Take Note: November is Accounting Opportunities Month and TXCPA Month of Service; Member Insurance Program Provides Exclusive Benefits; Midyear Leadership Council Meeting is January 22-23; Support Through ACAN; TXCPA’s Career Center
    View Article

  • Classifieds

    The classified ad section features listings for practice sales, firm buyers and specialized services. Whether you're expanding, selling or exploring niche opportunities, these ads connect you to valuable prospects and resources.
    View Article

CHAIR
Mohan Kuruvilla, Ph.D., CPA

PRESIDENT/CEO
Jodi Ann Ray, CAE, CCE, IOM

CHIEF OPERATING OFFICER
Melinda Bentley, CAE

EDITORIAL BOARD CHAIR
Jennifer Johnson, CPA

MANAGER, MARKETING AND COMMUNICATIONS
Peggy Foley
pfoley@tx.cpa

MANAGING EDITOR
DeLynn Deakins
ddeakins@tx.cpa

COLUMN EDITOR
Don Carpenter, MSAcc/CPA

DIGITAL MARKETING SPECIALIST
Wayne Hardin, CDMP, PCM®

CLASSIFIEDS
DeLynn Deakins

Texas Society of CPAs
14131 Midway Rd., Suite 850
Addison, TX 75001
972-687-8550
ddeakins@tx.cpa

 

Editorial Board
Derrick Bonyuet-Lee, CPA-Austin;
Aaron Borden, CPA-Dallas;
Don Carpenter, CPA-Central Texas;
Rhonda Fronk, CPA-Houston;
Aaron Harris, CPA-Dallas;
Baria Jaroudi, CPA-Houston;
Elle Kathryn Johnson, CPA-Houston;
Jennifer Johnson, CPA-Dallas;
Lucas LaChance, CPA-Dallas, CIA;
Nicholas Larson, CPA-Fort Worth;
Anne-Marie Lelkes, CPA-Corpus Christi;
Bryan Morgan, Jr, CPA-Austin;
Stephanie Morgan, CPA-East Texas;
Kamala Raghavan, CPA-Houston;
Amber Louise Rourke, CPA-Brazos Valley;
Shilpa Boggram Sathyamurthy, CPA-Houston, CA
Nikki Lee Shoemaker, CPA-East Texas, CGMA;
Natasha Winn, CPA-Houston.

CONTRIBUTORS
Melinda Bentley; Kenneth Besserman; Kristie Estrada; Holly McCauley; Craig Nauta; Kari Owen; John Ross; Lani Shepherd; April Twaddle; Patty Wyatt