January-February 2025

Flipbook

In this issue:

January 15, 2025

TXCPA Thanks Our 2024-2025 Professional Group Membership Program Participants!

A big thank you to the firms and companies that participated in TXCPA’s 2024-2025 Professional Group Membership program for membership renewals and new member activations. Are you ready to make membership renewal a breeze while adding more value for your team? Connect with Kristie Estrada, Manager of Membership Operations and Acquisition, at 800-428-0272, ext. 8560, to learn about our group billing option.

A.J. Brune & Associates PLLC
ABIP PC
Ablon & Co PLLC
Adam Valdez CPA PLLC
Adami Lindsey & Co LLP
Adamson & Company LLC
ADKF PC
Alexander Lankford & Hiers CPAs Inc
Allman & Associates Inc
Anderson Spector & Company PC
Anderson, Johns, Yao & Davis CPAs, P.C.
Andre + Associates PC
Anita L Woodlee Roach & Associates PC
Aprio
Armanino LLP
Armstrong Backus & Co LLP
Armstrong Vaughan & Assoc PC
Arnie & Company
Arnold Walker Arnold & Co PC
Asel & Associates PLLC
Atchley & Associates LLP
ATKG LLP
Axley & Rode LLP
B Hensley & Co LLC
Bailes & Co PC
BAKC LLP
Barg & Henson CPAs PLLC
Barrett & Thomas PC
Barry & Capers PC
Barry M Wuntch LLP Certified Public Accountants
BDO USA LLP
Beaird Harris & Co PC
Beal & Wilkes PC
Beasley Mitchell & Co
Benedict McCabe LLC
Benton Duroy & Ivey PC
Bland Garvey PC
Blazek & Vetterling
Bock & Associates LLP
Bolinger Segars Gilbert & Moss LLP
Bolton Sullivan Taylor & Weber CPAs
Brammer Begnaud & Lattimore CPAs
Brewer Eyeington Patout & Co LLP
Bright & Bright LLP
Britts & Associates LLP
Brockway Gersbach Franklin & Niemeier PC
Brown Graham & Company PC
Brunott CPA & Associates, LLC
Bryant & Welborn LLP CPAs
Buckley & Associates PC
Bumgardner Morrison & Company LLP
Burchell Denson & Morrison LLC
Burds Reed & Mercer PC
Burkhart Peterson & Co PLLC
Burnett Oil Co Inc
Burton McCumber & Longoria LLP
Butterworth & Macias PC
BWC & Associates Inc
Calhoun Thomson & Matza LLP
Calloway Stinson and Company
Candy & Schonwald
Cantrell & Associates PC
Canutillo Independent School District
Carameros & Rawls
Carpenter & Langford, PC
Carr Riggs & Ingram LLC
Carter & Company
Castle & Company CPAs PLLC
Cavett Turner & Wyble LLP
CB&C CPA PC
CD Bradshaw & Associates PC
Cherry Bekaert LLP
Chilton Wilcox & Fortenberry
City of Fort Worth
CLA
CMMS CPAs & Advisors
CohnReznick LLP
Coleman Horton & Company LLP
Collier Johnson & Woods PC
Colonial Savings FA
Conder Kletchka & Associates PLLC
Condley and Company LLP
Cook Parker and Associates LLC
Crawford Carter & Durbin LLC
Croucher Hackett Calleros & Co PC
Crowe LLP
CrownQuest Operating LLC
Cuellar Morales Gonzalez & Co PLLC
D Williams & Co PC
Daniels & Erickson PC
Davidson Freedle Espenhover & Overby PC
Dawson Geophysical Company
Delta Centrifugal Corporation
Desroches Partners LLP
Doeren Mayhew
Dorchester Minerals LP
Durbin & Company LLP
DWG CPA PLLC
Eckert & Company LLP
Edgar Kiker & Cross PC
Edgin Parkman Fleming & Fleming PC
EEPB PC
Eide Bailly LLP
EisnerAmper LLP
El Paso Community College
Erickson Demel & Associates PLLC
Estate of Thomas O’Connor
EW Tax and Valuation Group LLP
Exencial Wealth Advisors
Faske Lay & Co LLP
Fasken Oil & Ranch Ltd
Fayez Sarofim & Co
First National Bank Texas
Fisher Herbst & Kemble PC
Fitts Roberts Kolkhorst & Co PC
Flat Fee Consulting LLC
FMW PC
FORVIS LLP
Fox Byrd & Company PC
Freemon Shapard & Story
Frierson Sola Simonton & Kutac PLLC
Gage & Company CPAs LLP
Gant McGee & Baber PC
Garza & Morales LC
Garza Accounting Professionals PLLC
Garza Gonzalez & Associates
Gaskill Pharis & Pharis LLP
George Morgan & Sneed PC
Gibson Ruddock Patterson LLC
Gilliam Wharram & Co PC
Glenn Prather & Co
Goff & Herrington PC
Goldman Hunt & Notz LLP
Gollob Morgan Peddy PC
Goodman Financial Corporation
Gowland Morales & Smith PLLC
Grier Reeves & Lawley PC
Guinn Smith & Company Inc
Hahn & Oldham PC
Ham Langston & Brezina LLP
Hampton Brown & Associates PC
Harold W Shelburne CPA
Harper & Pearson Company PC
Harrison Waldrop & Uherek LLP
Hartman Wanzor McNamara LLP
Haynie & Company
Heard McElroy and Vestal, LLC
Henry & Company PC
Henry & Peters PC
Hess & Rohmer PC
HM&M
Hoak & Thorp CPAs PC
HoganTaylor LLP
Holtman Wilson & Terrell PC
Horne LLP
Houston ISD
Houston Methodist Hospital
Howard Cunningham Houchin & Turner LLP
HRSS LLP
Hudgins Crosier Sumpter PC
Hupp Bauer Hanson & Lewis
Hurd Enterprises Ltd
Huselton Morgan & Maultsby PC
Ingram Wallis & Co PC
J and K CPA LLC
Jaynes Reitmeier Boyd & Therrell PC
Jeffery A Davidson CPA PC
Jennings Hawley & Co PC
JLK Rosenberger
Johnson & Sheldon PLLC
Johnson Granado & Company PC
Jones Hay Marschall & McKinney PC
JTaylor & Associates LLC
Keller & Associates CPAs PLLC
Kelsey-Seybold Clinic
KHA Accountants PLLC
Kimbell Art Foundation
Kimbell Art Museum
Kimberling McFarland and Associates PC
KM&L LLC
Knuckols Duvall Hallum & Co PC
Kurtz & Company PC
Lain Faulkner & Company PC
Lamar University School of Accounting & Information Systems
Lane Gorman Trubitt LLC
Lange Poteet & Co LLP
LaPorte CPAs & Business Advisors
Lauterbach Borschow & Company PC
Lawrence Blackburn Meek Maxey & Co
Lemert Holder Ohm PLLC
Lewis Kaufman Reid Stukey Gattis & Co PC
Lott Vernon & Co. PC
LPF PLLC
LPT CPAs and Advisors PLLC
LSK CPAs PLLC
M & K CPAs
M2G Ventures LLC
Maddox Thomson & Associates PC
Mangold Anker Phillips PLLC
Marcum LLP
Martinez Rosario & Company LLP
Mason Warner & Company PC
Massey Itschner & Co PC
Massing & Elliott CPAs PLLC
Maxwell Locke & Ritter LLP
Mays & Associates PLLC
Mazur & Vernon
McCall Gibson Swedlund Barfoot PLLC
McClanahan and Holmes LLP
McClelland and Hine Inc
McIlvain & Associates LLC
McMahon Vinson & Hubbard LLP
Meador & Jones LLP
Meadows Collier Reed Cousins Crouch & Ungerman LLP
Melody T Schexnayder PC
Melton & Melton LLP
Mesch PLLC
Mewbourne Oil Company
Mohle Adams LLP
Moore Camp Phillips & Patterson LLP
Moore Truelove Pharis Meyers & Marsh CPAs PLLC
Mosher Seifert & Company CPAs
Moss Adams LLP
MUFG Capital Analytics LLC
MWH Group PC
Neffendorf & Blocker PC
Nelda C & HJ Lutcher Stark Foundation
Newton Newton Downs & Blair PC
Nommensen Williams Sticker & Doyle PC
Okafor & Associates PC
Oliver Rainey & Wojtek LLP
Oroian Guest & Little PC
Pannell Kerr Forster of Texas PC
Pattillo Brown & Hill LLP
Pena Briones McDaniel & Co PC
Perkins Dexter Sinopoli & Hamm PC
Perry D Reed & Company
Petro Hunt LLC
PriceKubecka PLLC
Prothro Wilhelmi & Co PLLC
PSK LLP
PYCO Industries Inc
Rally Credit Unioin
Ramdas Accounting
Randolph-Brooks Federal Credit Union
Ratliff & Associates CPAs PC
Raven A Herron PC
RBMS LLP
Redfield Miller & White LLP
Reynolds & Franke PC
Robison Johnston & Patton LLP
Roloff Hnatek and Co LLP
Ron Kirby CPA
RSM McGladrey Inc
RSM US LLP
Salmon Sims Thomas PLLC
Saville Dodgen & Co PLLC
SBNG PC
Scalco Johnson Leahy & Dudek CPAs PLLC
Schriber & Associates PLLC
Seale & Associates PC
Seidel Schroeder & Company
Shelton Mead & Shelton CPAs
Shenandoah Petroleum Corporation
Snow Garrett Williams
Sol Schwartz & Associates PC
Sommerville & Associates PC
Southside Bank
Spies Kneese & Bailey LLC
Spillar Mitcham Eaton & Bicknell LLP
Sproles Woodard LLP
Squyres & Co LLP
Stallop Compton & Robillard PLLC
Star of Hope Mission
Stedman West Interests Inc
Stephen F. Austin State University College of Business
Steven Bankler CPA Ltd
Stewart Martin Dudley & Webb PC
Stovall Grandey & Allen LLP
Strickler & Prieto LLP
Sutton Frost Cary LLP
Swank Salch & Henderson PC
SWBC
T J Hayes & Co PLLC
TETCO, Inc.
Texas Farm Bureau Insurance Cos
Texas Health Resources
Texas Society of CPAs
TG Advisors PLLC
The Blum Firm PC
The Bonadio Group
The CJ CPA Group, PLLC
The Henry Levy Group
The K FORD Group CPAs
The MB Group LLC
The Palisades Group, LLC
Thomas & Thomas CPAs PLLC
Thomas Edwards Group
Thomas V Stephen & Co PC
Thompson Derrig & Craig PC
Tiller Ketterman & James LLC
Todd Hamaker & Johnson LLP
Turner Stone & Company LLP
Tyler ISD
United Way of Greater Houston
University of Texas at Tyler
Vail & Park PC
Van Houten & Associates PC
VeraBank
Vernon E Faulconer Inc
Wathen DeShong & Juncker LLP
Weaver and Tidwell LLP
Weinstein Spira & Company PC
Wenzel & Associates CPAs LLC
West Texas A&M University
Whitley Penn LLP
Wilf & Henderson PC
Williams Steinert Mask LLP
Williamson County
Wilson Haag PLLC
Wind Energy Transmission Texas, LLC
Wolfe and Company PC
Woodland Advisors LLC
Your Part-Time Controller LLC
YWRD PC

 

 

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

Capstan

CPA Charge

efile4Biz

Goodman Financial

Poe Group Advisors

 

 

March-April 2026

Flipbook

In This Issue

  • Large Language Models

    AI in Accounting 2026: From Practical Automation to Strategic Advantage

    AI in 2026 is integrated into accounting workflows, moving from simple assistance to agentic systems that automate document intake, data extraction, exception management and review-ready outputs. CPAs spend less time on manual tasks and more on judgment, oversight and communication. Organizations that adopt AI deliberately gain efficiency and quality while those with weak processes see their gaps exposed.
    View Article

  • CPE: AI-Powered Tax Compliance, Part 2

    Machine learning is becoming central to sales and use tax operations, improving taxability classification, reducing manual review and strengthening auditability through NLP, dual‑threshold controls and human‑in‑the‑loop review. Case studies show ML reducing false negatives, cutting coding hours and accelerating reconciliation with anomaly detection. With strong governance and expert oversight, ML enhances accuracy, efficiency and compliance while allowing tax professionals to focus on higher‑value advisory work.
    View Article
    LLMs
  • LLMs

    Beyond Compliance – The Ways CPAs and CMAs Can Embrace the AI-Powered Future

    AI is shifting accounting from routine compliance work to higher-value analysis and advisory roles. CPAs and CMAs can use GenAI to automate repetitive tasks, improve risk analysis and forecasting, and streamline onboarding and documentation with custom GPTs and low-code tools. To adopt AI responsibly, professionals must understand its limits, verify outputs and start small - improving one workflow at a time while maintaining strong judgment and ethical oversight.
    View Article

  • Leading Together in an Evolving Profession

    Rapid technological change, especially AI, is reshaping how CPAs serve clients and employers, and this issue of Today’s CPA focuses on helping members lead through that evolution. It features articles on AI in accounting, corporate governance and AI-powered tax compliance, along with statewide chapter updates and a preview of Accounting Opportunities Month. The message emphasizes engagement, lifelong learning and the shared responsibility to strengthen the profession and inspire future CPAs.
    View Article
    TXCPA Accounting Opportunities Month
  • Universal Proxy Card Rules

    Activism Amplified: How Universal Proxy Rules Are Reshaping Corporate Governance

    Universal proxy rules have shifted power dynamics in contested board elections, lowering barriers for activists and increasing pressure on boards to perform, communicate clearly and govern transparently. Companies that fail to proactively engage shareholders, maintain strong internal controls and align strategy with investor expectations face greater risk of disruptive and costly proxy contests - even if activists do not ultimately win board seats.
    View Article

  • Bridging the Skills Gap in ESG - How CPAs Can Prepare for a Growing Service Area

    As ESG reporting becomes mainstream, CPAs are increasingly expected to measure, report and assure nonfinancial data. This article outlines the key competencies needed for ESG roles. By building these capabilities now, CPAs can prepare for one of the fastest-growing areas of the profession.
    View Article
    Sustainability reporting
  • Texas Legislature

    Advocacy Never Stops

    TXCPA is continuing its advocacy momentum after the successful passage of SB 262 and SB 522 in 2025, which created a new CPA licensure pathway and modernized mobility. As rules for the bachelor’s pathway are finalized, TXCPA is actively engaged with TSBPA. The 2026 election is expected to bring major turnover Texas Legislature. The Society is preparing to educate new lawmakers and defend against deregulatory efforts that could weaken licensing standards.
    View Article

  • Momentum and Vision: Key Takeaways from the 2026 Midyear Leadership Council and Members Meeting

    TXCPA’s 2026 Midyear Leadership Council and Members Meeting brought members together in College Station for financial and governance updates, a discussion of proposed Bylaws changes, news on AcctoFi’s launch, and more. The meeting also showcased major advocacy achievements, technology upgrades, continued progress in strengthening the talent pipeline, and long‑term trends shaping the profession. The event closed with a dynamic advocacy panel and an invitation for members to stay involved ahead of the June 2026 Annual Meeting.
    View Article
    TXCPA Bylaws
  • TXCPA Accounting Opportunities Month

    Inspiring the Next Generation - Accounting Opportunities Months

    TXCPA’s Accounting Opportunities Months connect CPA volunteers with Texas students through career talks, financial literacy presentations and community outreach. Volunteers showcase accounting as a dynamic, impactful profession while helping students build essential money management skills and explore diverse career paths. TXCPA is aiming to expand the impact to students statewide, strengthening the future of the CPA profession through education, mentorship and community connection.
    View Article

  • Understanding the Stakeholder Model of Corporate Social Responsibility

    Corporate Social Responsibility continues to evolve amid political, regulatory and resource pressures, yet most business leaders still view it as essential to long-term success. Although balancing diverse stakeholder needs can be challenging, opportunities exist to measure impact, improve engagement and integrate ethical practices into decision-making. Understanding and prioritizing stakeholder expectations remain critical drivers of sustainable organizational growth.
    View Article
    State of Corporate Purpose Report

  • What’s Happening Around Texas

    Chapters across Texas have been actively engaging their communities through service, celebration and connection. Highlights include Austin’s support at the TSBPA Swearing-In Ceremony, Corpus Christi’s successful toy drive, Dallas’ holiday gatherings and service projects, Fort Worth’s large Santaccountant toy collection and scholarship fundraiser, and Houston’s lively Mix and Mingle social. Together, these activities highlight the statewide spirit of service, networking and support within TXCPA.
    View Article

  • Take Note

    In this edition of Take Note: TXCPA’s All New Mentor Match Program; Unlock New Opportunities with the CGMA® Designation; ACAN Delivers Confidential Support When You Need It Most; 2025-2026 AcctoFi Scholarship Recipients
    View Article
    Peer Assisatance

  • Classifieds

    The Classifieds section provides a centralized place to find practices for sale, buyers seeking to acquire firms and specialized services, helping members efficiently connect with opportunities to expand, sell or pursue niche markets.
    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