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November-December 2023

Flipbook

In this issue:

November 10, 2023

A New and Improved Today’s CPA Experience

Tim Pike, CPA-Dallas, CFE

Welcome to the November/December issue of Today’s CPA! Our Rising Stars on the cover aren’t the only thing that makes this issue shine. You may notice an updated layout and design, giving a publication that’s been around for more than 100 years a modern fresh look and feel.

In this issue and those to come, you’ll find new features highlighting those in our community, like Happenings From Around Texas, as well as updates to our traditional content that highlight key details in articles and provide options to find more online and direct you to more information on a topic that can be found in other TXCPA resources and programs.

The November/December issue is the best issue to launch a more modern Today’s CPA! We’re highlighting 30 amazing young CPA members in our cover story. I hope you enjoy reading about each of their accomplishments and take the time to recognize and celebrate those you know, while reaching out to connect with those you haven’t met yet. These Rising Stars are the future of our profession and the future of TXCPA, and we couldn’t be in better hands! Enjoy the enhancements and please drop us a note with feedback so we can continue to provide you with the content, updates and community connections that make your membership so valuable (email membership@tx.cpa or chair@tx.cpa)

Thank you for your time and membership!

TXCPA Chair Tim Pike, CPA-Dallas, CFE

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