www.houstonCPA.org
CPA
AT A GLANCE
2012-2013 Year End 14-15
Awards
2013-2014 Leadership 17
Conference
Classified Ads
13
CPA Aces
10-11
CPAs Helping Schools 21-22
CPE News Flash
4-7
Committee
23
Volunteer Form
Member Benefits 18-20
Becker CPE
4
Subscription
CCH Book Discounts 20
UPS Discount
20
Member News
8-15
New Members
8
Student Auxiliary
16
Advocate
TSCPA Membership
8
Campaign
Volunteer Opportunities 21
JUNE 2013, NO. 6
HOUSTON CPA SOCIETY
HOUSTON TSCPA
FOUNDATION
Telephone No.
713.622.7733
Admin. Fax No.
713.622.0522
CPE/Order Fax No.
713.622.3327
Email Address:
cpamail@HoustonCPA.org
Web Site:
www.houstonCPA.org
EMAIL THE
PRESIDENT AT:
president@
HoustonCPA.org
Open Letter
From The
President:
Keep the Momentum
Going
Tom DeGeorgio
2013-2014 President
Greetings Fellow Members,
Each year the incoming President is tasked with
setting goals and establishing a theme for the year.
As you will see, a number of my goals are carryovers from last year, along with several new ones.
As I reflect on Mark Lee's presidency, I am struck
by how ambitious his goals were and how much
he and his team accomplished. His theme could
not have been more appropriate and I applaud the
successes and all that has been accomplished by
Mark and his team.
It is now my team's turn to take the field and
build on this excellent work. The Houston CPA
Society was established in 1928 and I believe we
are now at a key point in our history. What sets
our Society apart are our strong traditions. These
traditions keep us focused on our core purposes to
educate, inform, lead and empower our members
to meet the challenges of the future.
We also find ourselves challenged by many
changes in our profession and ongoing budget
constraints both to our members individually and
to the Society as a whole. Because of these challenges, we have to be willing to try new things,
new ways of working, and to respond in a nimble
fashion to the many changes we face. As a result,
we must seek to balance the importance of
Representatives of the Houston CPA Society gathered with representatives of the Albert and Ethel Herzstein Charitable
Foundation to acknowledge and thank them for the $50,000 contribution to the Society's Accounting Scholarship Endowment. (l
to r) Nancy Rutledge, Houston CPA Society Executive Director;
Mark Lee, CPA, Houston CPA Society President; Michael Viator,
CPA (past Herzstein Board member and Society Past President);
Michael Hajtman, CPA (President of the Herzstein Charitable
Foundation); Richard Loewenstern (Herzstein Board member);
Honorable George W. Strake, Jr. (Herzstein Board Chairman); Dr.
Nathan Topek (Herzstein Board member);and Steve Goodman,
CPA (Herzstein Board member and Society Past President).
Have You Renewed Your
Membership Dues?
Deadline June 1, 2013
Be sure you don't miss a day of the discounts and services available
to TSCPA and Houston CPA Society members! Annual dues are
payable now. If you haven't yet responded to the dues notice sent
in May, please do so right away. If you did not receive an invoice by
email or mail, please contact Rosa Castillo at TSCPA (800.428.0272
x260; rcastillo@tscpa.net).
Continued (See Dues on page 5)
Continued (See President on page 3)
Help insure the continuation of the profession!
(go to the Resources page of www.HoustonCPA.org to find contribution forms)
Donate to the CPAs Helping Schools
initiative which supports Houston area schools PreK-12.
Contribute to the Accounting Scholarship
Endowment Fund and help provide an
education to aspiring new CPAs.
FORUM FEATURES
2
2013-2014 HOUSTON CPA SOCIETY LEADERSHIP
President
President-elect
Vice President
Secretary
Treasurer
Treasurer-elect
Executive Committee
Thomas J. DeGeorgio
Carol G. Warley
Paul A. Vanek
J. Ramsey Womack, III
Gerrad Heep
Sheila A. Enriquez
Immediate Past President
Mark D. Lee
Board of Directors
C. Scott Barker
Roger D. Burks, Jr.
Judy G. Chong
David P. Donnelly
Cynthia L. England
Deidra W. Hubenak
Janelle M. Jones
Mohan Kuruvilla
Donna M. Lanier
Robin H. Lunsford
Melanie S. Martinez
Michael G. McConnell
Gail S. Neely
Tonja C. Rodriguez
Susan V. Sample
Debra D. Seefeld
Benjamin C. Simiskey
Casey D. Stewart
Committee Leadership
CPE Related Committees - Plan topics, contact speakers and
serve as on-site coordinators for seminars and conferences held
throughout the year.
CFO/Controller's Conference
CPE
CPE by the Sea
Taxation – Tax Exposition
Barry E. Wilken, Chair
Mary H.J. Faris, Vice Chair
Kathy M. Ploch, Co-Chair
C. Eric Huddleston, Co-Chair
Gena R. Docog, Chair
C. Eric Huddleston, Vice Chair
John W. Redd, Vice Chair
Rachel S. Nicol, Vice Chair
Judy G. Chong, Co-Chair
Michelle D. Mullen, Co-Chair
Industry/Other Committees - Plan topics, contact speakers and
serve as on-site coordinators for industry specific CPE.
Business & Industry
Energy
Health Care
Real Estate
A. Eugene Stoffel, Chair
Carolyn J. Newman, Vice Chair
Paul A. Oppermann, Vice Chair
Brian C. Baumler, Chair
C. Kevin Chesser, Vice Chair
W. Timothy Stuhlreyer, Vice Chair
Kevin J. Lovins, Chair
OPEN, Vice Chair
Al K. Yuen, Chair
Stephen M. Yoe, Vice Chair
Charity/Civic Related Committees – Sponsor events for the
benefit of senior citizens, youth related community
organizations, and schools.
Accounting Scholarships
Annual Golf Classic
Community Services
CPAs Helping Schools
Scholarship Extravaganza
Autonomous Committee
PAC Steering
Susan V. Sample, Chair
Vernon H. Tyger, III, Vice Chair
Robert H. Barr, Jr., Chair
James A. Tomlinson Jr., Chair
Cheryl L. O'Brien, Vice Chair
Sandra M. Chavez Sena, Co-Chair
OPEN, Co-Chair
Melanie S. Martinez, Co-Chair
Wade D. Egmon, Co-Chair
Jeff D. Harris, Chair
FOR ADDITIONAL INFORMATION ABOUT
COMMITTEES AND SOCIETY LEADERSHIP, VISIT
WWW.HOUSTONCPA.ORG.
Professional Services Committees – Plan topics, contact
speakers and serve as on-site coordinators for industry specific
CPE; deal with general public.
Accounting & Auditing
C. Kevin Chesser, Chair
OPEN, Vice Chair
Forensic & Valuation Services
Dan T. Ramey, Chair
Lynn L. Menard, Vice Chair
Personal Financial Planning
Kathleen S. Williamson, Chair
Darryl F. Siefkas, Vice Chair
Professional Ethics
Ted M. Feher, Chair
Stephen King, Vice Chair
Relations with Taxing Authorities
Modesto Matheu, Co-Chair
Roger L. Thaxton, Co-Chair
Membership Related Committees – Work in the area of image
enhancement, career awareness, member recruitment and
member retention.
Accounting Career Education
Diversity
Information Technology
Membership Development/
Member Benefits
Public Relations
Strategic Planning
Young Professionals
E. Michael Spartalis, Chair
James B. Stinson, Vice Chair
John F. Templeton, Vice Chair
Darrell W. Groves, Chair
Gayla L. Samuels, Vice Chair
Kelly J. Hunter, Chair
OPEN, Vice Chair
Katherine M. Sabom, Chair
Austin C. Carlson, Vice Chair
Lupe R. Garcia, Chair
Mark V. Collado, Vice Chair
Gayla L. Samuels, Vice Chair
Susan V. Sample, Co-Chair
OPEN, Co-Chair
Eleni Moseley, Chair
Steven P. Gokeler, Vice Chair
Kathryn L. Hulbert, Vice Chair
Administrative Committees – The membership on these
committees is predetermined and not available for at-large
membership participation.
Audit
Awards
Finance
Investments
Nominations
Personnel
Leo P. Cailleteau , III, Chair
Joseph A. Joyce, Jr., Co-Chair
Holly Zhang, Co-Chair
Gerrad Heep, Chair
Sheila A. Enriquez, Vice Chair
Gerrad Heep, Chair
Sheila A. Enriquez, Vice Chair
Mark D. Lee, Chair
Thomas D. DeGeorgio, Chair
JUNE 2013
FORUM FEATURES
3
CPA
The Forum is published in June,
September, November, January, March
and May by the Houston Chapter, Texas
Society of Certified Public Accountants.
Thomas J. DeGeorgio, CPA
President
Nancy A. Rutledge
Executive Director
Elyse A. Turla
Editor
Newsletter Deadline
8th working day of the
month prior to issue date.
Forward information to:
Houston CPA Society
777 Post Oak Blvd, Suite 500
Houston, TX 77056-3212
Voice Phone: (713)622-7733
Administrative Fax: (713)622-0522
CPE/Order Fax: (713)622-3327
E-mail: cpamail@HoustonCPA.org
Annual Subscription Rate for
Non-Qualifying Professionals: $30.00
President (Continued from page 1)
try, and governmental organizations.
Houston CPA Web Site FAQs
maintaining the traditions of the past
with our need to change to meet challenges of the future.
• Initiative Three…to insure the relevance and timeliness of our CPE programs.
How do I log on? What is my Username? How do I find
out my password?
To accomplish both of these goals, I offer
Keep the Momentum Going as our theme
for 2013-2014.
We are developing metrics to track our
progress toward our three strategic initiatives; progress will be updated in future
communications with you.
Login Instructions are located directly above the
"Username" and "Password" boxes that appear on the Home
Page, Member Home Page, or Event Calendar Page to
require logon.
I am excited to be working with such an
energetic and talented Board of Directors.
I have challenged the entire Board to
"lead from the front". During the coming
months, members of the Board of
Directors and the Executive Committee
will be out and about at conferences, CPE
sessions, and Society events to meet you
and discuss issues that are on your minds.
We want to encourage your input to the
Board and to the Society Staff.
Username = preferred email address (if you have recently
changed your email address from office to personal, or if
you have changed employers/email accounts, your User
Credentials must be manually reset. Updated/new emails are
not automatically validated as your username for logon.
Last October at the Strategic Planning
Conference, the Strategic Planning
Committee and Society Leadership met to
consider and discuss the Society strengths
and weaknesses, as well as, the threats
and opportunities that face us in the
future. As a result, that team developed
three key initiatives for 2013-2014 that
build on our strengths and focus on the
perceived opportunities:
• Initiative One…to increase member
involvement in CPE, on committees,
and boost attendance at our many
events. CPE events have always been
the cornerstone of the Society, along
with our many other events, like the
newly-revitalized Young Professionals
group.
• Initiative Two…to increase member
recruitment, capitalizing on the
progress made this past year. We will
focus on increasing membership from
accounting Firms, business and indus-
Together we will all play a key role in our
drive to meet the future. This is our
Society and everyone has a voice. I challenge every member to think about what
they are doing and to challenge the
"norm". I want to hear your ideas; I value
your input and candor.
To each member, thank you for your
membership and I look forward to hearing from each of you over the days and
months ahead, as we honor the past and
create a future that embraces change.
Password = cpa + CPA Cert # (minus leading 0) i.e.
cpa12345
Email for assistance M-F 8-5 (You can email cpamail@houstoncpa.org for assistance during business hours; customer
support is not available after hours or on weekends.)
How can I update my contact information? Can I change
my preferred address?
The web site offers an Edit Profile function for all members.
Logon and click on your name at the top of the screen. This
will open the Edit Profile window where you can edit everywhere you see the gray circle with a pencil. Changes are
monitored by staff for style consistency.
Watch for more HCPAS web site FAQs each month. Email
cpamail@houstoncpa.org if you have a FAQ you would like
published.
4
CPE NEWS FLASH
Let the Houston TSCPA Foundation help fulfill your required CPE needs…
Registration information on the courses featured below can be found in the
monthly CPA CPE Circular distributed by email and USPS mail to all members.
OR, LOG IN and register online in the CPE Calendar at www.HoustonCPA.org.
Becker Webcast and
On-Demand CPE
Courses Now Available
to Members at Exclusive
Subscription Rate
In line with its commitment to members to
provide personal and career development, the
Houston CPA Society has established a partnership with Becker Professional Education
to provide webcast and on-demand CPE
courses in addition to its many live course
offerings in the Houston area. Becker
Professional Education provides the educational resources you need to comply with
professional standards and take your career
to the next level. You'll not only sharpen your
skills, you'll deepen your understanding of
issues that are of utmost importance to your
profession.
*This offer is validated through the Houston
CPA Society office the 1st and 15th of each
month; members may not apply through
Becker.
Benefits included in the Becker subscription:
• Pertinent topics that address issues critical to today's accounting professionals.
• Expert instructors who know how to
translate concepts into insights you can
apply immediately (Instructor bios can be
reviewed at
http://www.becker.com/accounting/cpe/co
urses/instructor-bios.cfm).
• Exceptional service with unparalleled support before, during and after each course.
• Interactive and engaging content, accessible anywhere, anytime.
Becker's comprehensive course offerings provide the most current and relevant information about today's most critical business
issues. Key topics include: IFRS, U.S. GAAP,
All Houston Society Members now have the
exclusive opportunity to purchase a one-year
unlimited subscription* to Becker's entire
190 On Demand course catalog, plus
monthly webcast courses for a regular price
of only $325 per year. However, for a limited time you can take advantage of this
opportunity for only $295! Don't
wait…this offer won't last long!
Fraud & Corruption Prevention, Forensic
Accounting, Risk Assessment, Strategic
Management, Taxation, Government,
Revenue Recognition, Capital Budgeting,
Engagement, Project Management,
Leadership, and much more. View all course
offerings by searching the online course listing (http://www.becker.com/accounting/cpe).
Becker Professional Education courses are
offered in two formats. Webcasts - programs
that bring you the latest topics broadcast on
specific dates/times from knowledge experts,
complete with streaming video, audio, online
Q&A and more. On-demand courses - available 24/7, with just an Internet connection.
These self-study courses include engaging
streaming video and audio.
If you are interested in applying for this special member-only benefit, or for more information about this outstanding CPE subscription offering, please contact HCPAS CPE
Director Judith Butcher (jbutcher@houstoncpa.org; 713.622.7733 x260).
Just think…if you subscribe by the 1st day
of your birthday month, you can get in two
years' of CPE for one years' subscription
fee!
®
24th Annual TAX EXPO
JANUARY 6-7, 2014
Sugar Land Marriott
Town Square
16090 City Walk
Sugar Land, TX 77479
Special overnight Room Rate of $169, while available!
To subscribe online, visit the CPE Calendar
at www.HoustonCPA.org and look for Becker
Webcast & On-Demand CPE One-Year
Subscription.
June 10 through
August 22, 2013
Summer 2013
Evening Learning Series
Don't head home!
Head for low-cost, first-rate CPE at the
Houston CPA Training Facility
777 Post Oak Blvd., Suite 500
(free garage parking behind the building)
The CPE Tax Expo Committee is already confirming speakers and topics of interest to YOU!
There are limited spaces available for new committee members to join in the fun and excitement of this premier conference. If you cannot join the meeting, we encourage you to submit
suggestions of topics. If you wish to attend the planning meeting on JUNE 19, or have
topic/speaker suggestions, contact Houston CPA Society Staff Liaison Carol Spencer
(cspencer@houstoncpa.org; 713.622.7733 x320).
Registration information can be found in
the monthly CPA CPE Circular; in the
detailed brochure mailed under separate
cover…or, LOGIN and register online in
the Event Calendar at www.HoustonCPA.org.
JUNE 2013
2014 Tax Expo First Look
You will barely have finished shouting out,
"Happy New Year!" when the Tax Expo will
update you on the laws and regulations affecting the 2014 tax season. Save the dates of
January 6 and 7 so you can get prepared for
2014!
The Tax Expo Committee reviewed and discussed the survey comments from 2013 attendees, and has already met to prepare the preliminary lineup of outstanding presenters for
2014. Back by popular demand will be Steven
J. Tillinger, presenting on Monday morning
the four-hour General Session, Update on
Individual and Small Business Taxes. That
afternoon, plan to attend Austin attorney
Michael B. Seay's session on Texas Taxes.
Seay will discuss upcoming changes in franchise tax, sales tax, and provide important
information on the potential "new" internet
tax.
The 2014 lineup will also include: Stefanie
Grasty, Vice President, Compliance
Consultant of Frost Insurance – Employee
Benefits Practice as she addresses the
Accountable Care Act; Leonard Weiner, JD,
Salute To Excellence
The CPE Committee would like to recognize
exceptional committee-sponsored continuing
professional education presenters October
2012 through February 2013.
Andy Hardwick, Social
Security Administration,
for his presentation Social
Security Update at the
2012 Personal Financial
Planning Conference.
Richard W. Nevins, CPA,
Chapman Schewe, for his
presentation Healthcare
2012 and Beyond at the
2012 Personal Financial
Planning Conference.
Dan Ramey, CPA, CVA,
CFE, CFF, CIA, CISA,
PKF Texas, for his presentation What You Don’t
Know Will Cost
You…How Much is
Internal Fraud Costing
You? for a Free Friday
session.
CPA, MBA, AEP, presenting New Paradigm
for Income and Estate taxes after ATRA; and
James A. Smith, CPA, Managing Director of
Smith, Jackson, Boyer & Bovard, PLLC,
returns to discuss regarding managing a tax
practice and the future for smaller firms in
this decade.
The 24th Annual Tax Expo will have a new
home in 2014 – the Sugar Land Marriott
Town Square. This hotel's convenient location at US-59 and TX-6 S, along with multigarages offering FREE self-parking, promises
easy access for all attendees! The Marriott is
offering special overnight room rates of
$169+tax, as long as they have availability, so
don't delay making your reservations!
As in the past, the Tax Expo will provide
MCLE credit for attorneys attending the conference as well as continuing education credit
for Certified Financial Planner practitioners.
More details will follow in our next newsletter
and upcoming eBulletins. Questions can be
directed to Staff Liaison Carol Spencer
(713.622.7733 x320; cspencer@houstoncpa.org).
Christine A. Romsdahl,
CPA, CFP, PFS,
Christine A. Romsdahl,
CPA/PFS, for her presentation Ins and Outs of
Social Security at a Free
Friday session.
Larry A. Campagna, JD,
Chamberlain, Hrdlicka,
White, Williams &
Aughtry, for his presentation Hot Topics in IRS
Enforcement, at the 2013
CPE Tax Expo.
Brett T. Berly, JD,
Chamberlain, Hrdlicka,
White, Williams &
Aughtry, for his presentation The Full Monty on
Estate Planning and
Closely Held Business at
the 2013 CPE Tax Expo.
CPE NEWS FLASH
5
CPE by the
SEA
Please join the Texas Society of CPAs and
the Houston CPA Society for the 18th
Annual CPE by the Sea at the Galveston
Island Convention Center June 12-June 14,
2013. Take the Causeway Crossing to
Galveston and relax with your family and
friends. There are several fun family
activities on the Island to enjoy while
members can earn 24 hours of fun and
exciting CPE.
Check us out on TSCPA's pages on
.
and
You can download the complete brochure
in the CPE section of www.tscpa.org for a
complete list of topics, speakers, activities
and lodging options.
Michael R. Goodfriend,
CPA, Goodfriend &
Associates, Inc., for his
presentation Is Teamwork
a Strategic Advantage for
Your Leadership Team? at
a Free Friday session.
Frank Sommerville,
CPA, JD, Weycer Kaplan
Pulaski & Zuber, PC, for
his presentation 2013
Nonprofit Tax & Legal
Update at the Community
Services Committee's
Winter 2013 Nonprofit
Workshop.
Dues (Continued from page 1)
In addition to member only registration
fees, access to the online Member
Directory, and committee networking
opportunities, there are a variety of benefits
available to members, go to the TSCPA Web
site (www.tscpa.org), select the My
Membership menu and click Benefits of
Membership. Remember…pay your TSCPA
and Houston CPA Society dues in a timely
manner to avoid duplicate billings.
6
CPE NEWS FLASH
HealthCare Committee – Upcoming Events
Mark your calendar now!
Thursday, August 22
1st Annual Social Security Benefits & Medicare/Medicaid Workshop
What do I do now? I am approaching age 65!
Norris Conference Center
8 Hours CPE followed by wine & cheese networking reception
Presenters include: Andrew Hardwick, Social Security Administration; Steven R.
Goodman, Goodman Financial Corporation; Pi-Yi Mayo, JD, CELA
th
Thursday, November 7 10 Annual HealthCare Symposium
Norris Conference Center
8 Hours CPE
To register, LOG IN to www.HoustonCPA.org, or call 713.622.7733. For information, please contact
HealthCare Committee Staff Liaison Carol Spencer at cspencer@houstoncpa.org or 713.622.7733 x320.
WI-FI is available at no charge in the
CPA Training Facility. Access Code and
Passkey cards available at coffee bar.
Complimentary CPE
Vouchers to Unemployed
Society Members
If you have been unemployed from
full-time work for over
six months and need financial
assistance in obtaining your
continuing education…
The Houston TSCPA Foundation
has a policy of granting qualified,
unemployed Houston CPA Society
members up to $200 of
complimentary continuing
professional education (CPE)
vouchers per year within
specific guidelines.
Contact CPE Director Judith
Butcher
(713.622.7733 x260) with questions
or requests for
guidelines and applications.
CPE NEWS FLASH
JUNE 2013
7
2013 – 2014 ROUNDTABLE DISCUSSION GROUPS
Join this popular alternative to classroom continuing education. The lecture/roundtable discussion format makes
for a lively exchange of information and experiences among CPAs with similar interests. Some members have
formed long-term friendships and associations through their involvement with a study group.
CHECK YOUR PREFERENCE:
____
Metro/Uptown MAP Roundtable Discussion Group
MAP906.S
You are in practice or live near the
Downtown to Uptown/Galleria area
3rd Tuesday
12:00 - 2:00 PM
____
FM 1960 CPA Business Roundtable
MAP907.S
You work or live near the
FM 1960 area
3rd or 4th Thursday
3:00 - 6:00 PM
The Metro/Uptown MAP Roundtable Discussion Group meets at or near the Society’s Galleria office every
month beginning in May through February (Dutch treat lunch is optional). You can earn up to 18 CPE Hours.
FM 1960 CPA Business Roundtable has nine meetings (May through February) at the Urban Vine in Cypress,
TX. This group is comprised of CPAs who are in industry, public practice, and tax-exempt career areas. Attend all
nine sessions and earn 27 CPE hours!
Study Group members are faxed or e-mailed notices at least seven (7) working days prior to each meeting.
Suggestions for topics and discussion leaders are welcomed!
Yearly Fees: $75.00 Houston/Other Chapter Member or Non-CPA
$160.00 Nonmember CPA
Per Session Fees:
$25.00 Houston/Other Chapter Member or Non-CPA
$40.00 Nonmember CPA
==============================================================================
* * * FEE MUST ACCOMPANY REGISTRATION * * *
Complete and return entire form with payment to:
Date ____________
Houston TSCPA Foundation
Ck # _____________ F I
777 Post Oak Boulevard, Suite 550
Amt _____________
Houston, TX 77056-63212 (713/622-7733); FAX - CREDIT CARDS ONLY (713/622-3327)
Are you a CPA? Yes ___
No___
Name
Firm
Address
City/St/Zip+4
Day Phone
Day FAX
Email
ADA Requirements
FOR CREDIT CARD PAYMENT:
Card No.
AMEX
VISA
MasterCard
Exp Date
Discover
CSC Number
office use
CSC is the three digit verification number on the back (or four digit on the front for American Express) of your card.
Cardholder (please print)
Card Billing Address
Signature
Zip Code
8
MEMBER NEWS
Member News
In the Community
Mark J. Hamlin, CPA, who was awarded
Texas Certificate No. 22012 in 1980.
Onward and Upward
Mark R. Anderson, CPA, has joined the
board of directors o the British-American
Business Council Houston.
Lynn Van Leosewski, CPA, who had held
Texas Certificate No. 97747 since 2011.
Annjeanette C. Yglesias, CPA, has joined
Whitley Penn, LLP, as a tax manager at
3411 Richmond Ave #500, Houston, 770463409 (713.621.1515).
New Members
The following licensees, candidates, and students became Society members in March
2013. Perhaps you work or have come in contact with one of these new members. Help us
welcome them! We look forward to their
active involvement in Society activities.
Members in Good Standing
Olga L. Baughn (Halliburton)
Richard S. Binderup (KPMG LLP)
Michele A. Blest (Halliburton Energy Services)
Robert L. Byrne (Calpine Corporation)
Carlos H. Canales
Lulzim Citaku (Satellite Logistics Group)
William J. Dale
Jillian N. Green (PricewaterhouseCoopers
LLP)
Blaze C. Gries (BKD, LLP)
Beverly Holmes
Mehgan E. Ibanez (Waste Management Inc.)
Vanessa M. Johnson (GulfMark Offshore, Inc.)
Kristopher R. Klug (Tait Communications)
David S. Knapp (BP Alternative Energy)
Jennifer H. Kruppa
Ingrid M. Mathis (Internal Revenue Service)
Nafis A. Momin (Grant Thornton LLP)
Kristie S. Ondracek (TransCanada US Services)
TSCPA: It's A
Wonderful Life
Year-Round Recruitment and Retention
Campaign
Do you know a CPA who would benefit from
the resources available from TSCPA? Help
them join the Texas Society of CPAs.
Whether they're in Public Practice, Business
and Industry, Education, Government, or
In Remembrance
The Houston CPA Society would like to
express deepest sympathy to the families of:
Patrick L. Pelton (Buckeye Partners LP)
Cinthia R. Pratt (PolyOne)
Adeel Rashid (Ham, Langston & Brezina, LLP)
Jessica G. Ruffino (KPMG LLP)
Elizabeth N. Tomasi (KPMG LLP)
Jason G. Valenzuela (Weaver)
Norman B. Vickers (KBR)
Ting Wang (CMCD LLC)
Lee I. White (Horne LLP)
Mo Wu (Grant Thornton LLP)
Jonathan S. Wyman (Alonzo, Bacarisse, Irvine
& Palmer, P.C.)
Candidates for Membership
Ndukwe Asonye
Kristal B. Blue
Tia M. Cox (Baylor College of Medicine)
Christine Drummond
Juanita Evurunobi
Tihomir Krstic
Student Auxiliary
Anthony Cahoon
Courtney Caldwell
Nereida Correa
Jennifer DePierri
Demian Duran (University of St. Thomas)
Kimberly Elkin
Kathy Gordy
just starting out on their own, TSCPA offers
the resources and support that Texas CPAs
need to succeed. TSCPA is "protecting your
world."
Every individual who joins TSCPA lends
another voice and vital support to an organization whose overriding principle is connecting one CPA to another, and connecting CPAs
as a whole.
As a TSCPA member, you know what TSCPA
is all about. Help others learn more about
Eugene Frank Oncken, CPA, a Texas
Society Life Member and Houston CPA
Society 40-Year Member, who received Texas
Certificate No. 3724 in 1956.
Matthew Johanson
Anglea McCray
Patricia Midkiff
Megan R. Mundy (Sam Houston State
University)
Reynaldo Paz
Amanda Robinson
Sarah J. Smith
Thomas A. White
Parking at CPA Office
Building
777 Post Oak Boulevard (parking entrance
on Hollyhurst, behind building)
Visitor Parking is on lower level of garage.
If that area is full, return to first level and
proceed up ramp to second level where
there is a card access box with a push button. Depress the button and tell whoever
answers that you are visiting the Houston
CPA Society offices and need a parking spot.
They will raise the gate so that you can proceed to an upper level (third or fourth floor)
to park. Special needs accessible parking is
also located on the garage second level.
what the organization offers to current and
future CPAs, and how they can benefit from
the collective power of 28,000 members
working together to protect and promote the
CPA license. During the membership campaign, share with your nonmember colleagues about why you belong to TSCPA. It's
as easy as sharing this link:
https://www.tscpa.org/eweb/DynamicPage.asp
x?webcode=JoinTSCPA.
For more information about the campaign, contact Catherine Raffetto at TSCPA
(craffetto@tscpa.net; 800.428.0272 x216).
Questions about membership categories, dues, or benefits can be directed to
TSCPA Member Services (membership@tscpa.net; 800.428.0272 x260).
To learn more about recruiting activities by the Houston CPA Society, contact Membership Marketing
Manager Frances St. Cyr (fstcyr@houstoncpa.org; 713.622.7733 x240).
JUNE 2013
MEMBER NEWS
Community Services Committee
Nonprofit Assistance Program
We Need Your Experience!
One of the charges assigned to the Community Services Committee of the Houston CPA Society
is to assist not-for-profit organizations that need the assistance of a CPA, but are unable
to afford it. We match volunteer CPAs with organizations on a SINGLE PROJECT BASIS only,
not for on-going services such as routine accounting. Volunteer CPAs are not asked to provide
annual audits. We need YOU to be a volunteer and experience the satisfaction of helping
a worthwhile cause!
By signing up to be a part of the program, we will add you to our volunteer pool and may call
on you if a need arises in an area you have indicated. You may decline to accept any request.
Yes…I am willing to participate in the Community Services Volunteer Program, if needed, and may be able
to provide assistance in the area(s) indicated below:
TAX:
¦ Application for exempt status under 501(c)(3) (Preparation of Form 1023)
¦ Preparation of tax returns and/or annual 990s
ACCOUNTING/FINANCIAL REPORTING:
¦
¦
¦
¦
Accounting policies and procedures
Financial reporting policies and procedures
General ledger set up consulting
Assist with the preparation of client-prepared audit schedules.
OTHER AREAS:
¦ Silent Auction Management Assistance
¦ Please specify
q I would like to join the Community Services Committee
Name _____________________________________________ Employer _______________________________________
Address __________________________________________________ City __________________ Zip ________________
Daytime Phone: ________________________________ Email: _____________________________________________
Do you have prior experience with nonprofits? (Experience is not required to be a part of this program.)
If so, please describe: ________________________________________________________________________________
Do you have restrictions or strong preferences on the geographic area of Houston where you will volunteer?
______________________________________________________________________________________________________
Do you have restrictions or strong preferences on the type of charity you will volunteer for?
______________________________________________________________________________________________________
Would you be willing to write articles for the Forum newsletter? q Yes q No
Please forward this completed form to:
Houston CPA Society, Community Services Committee
777 Post Oak Boulevard, Suite 500, Houston, TX 77056-3212, or FAX (713) 622-0522.
9
10
MEMBER NEWS
We Love CPAces!
Join the CPA Aces — another way for you
and your business to be recognized as a
leader in the Greater Houston community
and brought to you through the Houston
CPA Society.
Membership is easy and FREE. The CPA
Aces are comprised of companies and firms
employing at least one CPA with 100% of
CPA employees being members of the
Houston CPA Society. The Aces program is a
great way to recognize the Houston businesses that demonstrate a top-flight level of support and commitment to their employees as
well as those employees' local professional
association where they receive quality continuing education, grow professionally, develop
leadership skills, and maintain contacts of
benefit to the individual and business alike.
It's a win-win partnership, which, as the 3rd
largest local chapter in the nation, allows
Houston's CPA professional society a strong
voice.
Benefits of membership in CPA Aces
include:
• A Listing in the Resources Section
(http://www.houstoncpa.org/Content/Naviga
tionMenu/Resources/CPAAces/default.htm)
of the Society web site at
www.HoustonCPA.org linked toYour Firm
or Company's site (based on availability);
• A Certificate of Membership suitable for
framing; and
If all CPAs in your firm are members of the
Houston CPA Society, then join today! As
stated above, there are no additional costs,
just supplementary recognition and promotion within the Society and the community
for your firm. If not, contact the Texas
Society of CPAs (800.428.0272 x260;
www.tscpa.org) for a joint membership application. First time members are afforded a
discounted first year rate, and reinstating
members may request their reinstatement fee
be waived. To check your employees' membership status, contact Elyse Turla at the
Society office (eturla@houstoncpa.org;
713.622.7733 x290).
• Periodic Recognition and Promotion in
the FORUM and eFORUM, and at Society
Events.
MEET OUR CPA ACES!
join the growing list of companies and firms EXCELLING . . .
in their profession, in their leadership, in their commitment
to keeping their business flying high and staying on top.
A-Soft Professionals (www.asoftpro.com)
adm CPA P.C. (www. admcpapc.com)
Kristi Albaugh, PLLC
All Reverse of Texas LLC
Alonzo, Bacarisse, Irvine, & Palmer, P.C.
(www.abipcpa.com)
John A. Anderson, PC
(www.johnandersoncpa.com)
Mark H. Andrus, Attorney at Law
Bickley, Prescott & Co., P.C.
Bowles, Womack & Company, PC
(www.bowleswomack.com)
Boxer Property Mgmt
(www. boxerproperty.com)
Brooke Staffing Companies, Inc.
(www.brookecompanies.com)
Charles K. Burns, Jr., CPA
Byrd Interior Construction, LP
(www. byrdinterior.com)
Richard J. Caldwell, P.C. (www.rjccpa.com)
Cenikor Foundation Inc. (www.cenikor.org)
Clanton CPA, P.C. (www. clantoncpa.com)
Conklin Hruzek & Co., P.C.
(www.chco-cpa.com)
Loren R. Cook and Associates Ltd., LLP
(www.absoluteplanning.com)
Carol A. Cooper, P.C. (www.carolacooper.com)
Thomas J. Crayton, CPA
Cornelius, Stegent & Price, LLP
(www.CPAdvisers.com)
DWG CPA PLLC (www.dwgcpatx.com)
Dabney Investment Consulting Associates, Inc.
(www.dabneyinvestmentconsulting.com)
Dao CPA, P.C. (www.accountinginabox.com)
Day West & Associates, Inc.
(www.daywestinc.com)
Decker Consulting (www.deckerusa.com)
Durio & Company, PC (www.durio.cpa.pro)
E B F Office Products, Inc.
(www.ebfofficeproducts.com)
Edward Jones Investments
Fitts, Roberts & Co. P.C.
(www.fittsroberts.com)
Freudenberg Oil & Gas, LLC
(freudenberg-og.com)
Frierson, Solá, Simonton & Kutac, PLLC
(www.friersoncpa.com)
GBH CPAs, PC (www.gbhcpas.com)
GVBabilon Associates
(www.gvbassociates.com)
Genesis Partners (www.genesispartners.info)
Global Custom Commerce, LP
(www.blinds.com)
Robert D. Goldstein, CPA
Goodman Financial Corporation
(www.goodmanfinancial.net)
Joanne L. Gore, CPA, LLC
Green & McElreath (www.1cpa.com)
GrowthForce (www.growthforce.com)
Gulf Coast Regional Blood Center
(www.giveblood.org)
Ham, Langston & Brezina, LLP
(www.hlb-cpa.com)
Harper & Pearson Company, P.C.
(www.harperpearson.com)
Heartspring Methodist Foundation
(www.heartspringmethodist.org)
L. Wendell Hefton CPA
Herzstein Investments, Inc.
(www.herzsteininvestments.com)
Hill Schwartz Spilker Keller LLC
(www.hsskgroup.com)
David M Hoffman & Co., P.C.
Joanna Hoover, CPA
Interdyn BMI (www.interdynbmi.com)
International Cellulose Corporation
(www.spray-on.com)
Don F. Jones PC
Kathleen Jaap CPA
(www.prosperitycoachingnow.com)
KSBJ Educational Foundation Inc.
(www.ksbj.org)
Kaminski & Company, P.C.
(www.kaminskico.com)
L. Klein & Company, P.C.
(www.kleinwealthmgmt.com)
Klodosky & Company, PC
Karen B. Lipshy-Goldberg
Loria Associates, LLC
(www.cpasite.net/LoriaAssociates)
Allan J. Maierson Inc.
Susanne Mariga, CPA, PLLC
(www.susannemarigacpa.com)
Calvin Martin & Company, PLLC
(www.calvinmartin.com)
McCall Gibson Swedlund Barfoot PLLC
(www.mgsbpllc.com)
Continued (See CPA Aces on page 11)
JUNE 2013
MEMBER NEWS
11
CPA Aces (Continued from page 10)
Robert M. Mendell, Attorney at Law, PC
(www.mendellgroup.com)
The Mitchell Family Corporation
Moore, Reichl & Baker, P.C.
(www.mrbcpas.com)
Morris, Ligon & Rodriguez PC
(www.mlrcpa.com)
Mosher Seifert & Company, CPAs
(www.cpa1099.com )
Nathans & Rust, Inc.
Marie H. Newton, CPA
Katherine Nixon, CPA/PFS
(www.eaglefinancial.org)
The Personagram Institute Inc.
(www.personagram.com)
PLS Advisory, LLC (www.plsadvisory.com)
Darlene Plumly, CPA (www.plumlycpa.com)
Thomas G. Post, CPA (www.texastaxman.com)
Prather Kalman PC (www.pratherkalman.com)
Prince Food Systems, Inc.
(www.princefoodsystems.com)
Charles P. Quirk, Jr., CPA, CVA
Charles V. Raimond, CPA
Ralph & Ralph CPAs
Ridgeback Capital Management
(www.ridgebackcm.com)
Michael Rose, CPA, PC (www.mrosecpa.com)
Rose G. Rose, P.C.
Ruderman Financial Group
(www.rudermanfinancialgroup.com)
Sawtooth Capital Management, LLC
(www.sawtoothmanagement.com)
Seefeld Lawson Moeller LLP
(www.seefeldcpa.com)
Sentinel Trust Company
(www.sentineltrust.com)
WM Shirley & Associates
(www.wmshirley.com)
Shrieve Chemical Company
(www.shrieve.com)
Mary Elizabeth Smith, CPA
V L Snider, P.C. (www.vlsnidercpa.com)
Solis Medical Laboratory
(www.home.earthlink.net/~mmsbcs/)
E. Mike Spartalis, CPA, CPC
Texas Chiropractic College (www.txchiro.edu)
Michael W. Thurman, P.C.
Steven J. Tillinger, CPA
Deborah K.P. Touchy, CPA, Attorney at Law
TriEagle Energy (www.trieagleenergy.com)
TriFlex Staffing Solutions, L.L.C.
(www.triflexstaffing.com)
Turlington, Reeves & Richard, PLLC
(www.trrcpa.com)
VLS Recovery Services, LLC (www.vlsrs.com)
Viebig, McCommon & Associates
(www.vmatax.com)
David L. Walker PC (www.dlwcpa.net)
John B. Wardlaw (www.johnbwardlawcpa.com)
Leonard Weiner & Associates, P.C., Attorney at Law
Barry M. Wuntch, LLP
Jess H. Young & Co.
Zientek & Co., PC (www.zientek.com)
(713.622.7733 x290; eturla@houstoncpa.org).
She will research the membership status of all
CPAs in your office, and your firm or company
is well on its way to becoming a member of
CPA Aces.
Contact Elyse Turla at the Society offices
HCPAS Post Busy Season Celebration went off without a hitch on May 2 at Norris Conference
Center. Over 90 attendees stayed well after the 8:00 PM posted end time. It was a great event,
hosted by the Membership Development Committee and the Young Professionals, to network
a little and let loose after busy season. Make sure to watch for more invitations to networking
events, happy hours, and seminars. Membership Development hosts regular events, and the
Young Professionals have monthly happy hours along with other volunteer events and an
annual conference. Pictured: Jessica Nguyen, Jennifer Leimer, Amer Fahim, Barry Wilken,
Stephen Woods, Zamira Soni-Woods, and Horacio Correa.
12
JUNE 2013
CLASSIFIEDS
PRACTICE PURCHASE/SALE/ MERGER
in Accounting and Auditing Skills. Job located on I-10E and Wayside. Fax: 713.647.0181.
PROFESSIONAL SERVICES
CPA Firm Would Like To Purchase the
audit clients of CPA firms no longer wishing
to do audit work or to joint venture the audit
work, with the referring CPA firm retaining
the tax, consulting and other client services
work. Reply to Confidential Box No. 1223.
Business Valuation Appraisals: For corporations, partnerships, medical practices
(gift/estate tax,"C" Corp conversions, selling a
company, corporate planning purposes).
David Palmer, CPA, ASA, CFF. Call
713.828.1751.
Practices For Sale: Gross revenues shown:
Beaumont area CPA $800K; Hobby Airport
area tax (nice fee structure) $130K; Lake
Livingston area tax $18K. Call 888.847.1040
x2; or email holmes@apsleader.com.
Property Taxes Too High?
Advaloremtax.net specializes in lowering real
and business personal property taxes. We
work with many CPA firms to file renditions.
25 years experience, over 3.5 Billion dollars
of real estate represented. Paul Faulkner,
CPA, 281.957.9600; wwwadvaloremtax.net;
pfaulkner@advaloremtax.net.
OFFICE SPACE
Office Sub-Let: 14x16 with windows, available conference room, coffee bar, and internet. $875 per month. Call Jerry England
713.963.0060; jengland@england-cpa.com.
JOB OPPORTUNITIES
Accountant/CPA, Part-Time M-F. Must be
PC, Excel Proficient, have strong experience
CLASSIFIED
Tax Problems?Audits, appeals, non-filer,
Federal and State; CDP, US Tax Court, SOAH,
Texas tax courts, US Bankruptcy Court, US
District Court. E Rhett Buck, Attorney-CPA,
ERhettBuck@aol.com; 713.868.9447.
(Send replies to Confidential Box Nos. to
Houston CPA Society, 777 Post Oak Blvd.
#500, Houston 77056-3212.)
Gain Fortune 500 buying power and
powerful strategic oversight by
bringing on a partner.
Broussard Logistics will reduce transportation costs
for 300+ client companies this year. In addition to nearly a billion dollars of
accumulated buying power, these clients gain access to:
· Negotiated discounts
· Leading-edge technology
· Supply chain best practices
· Broussard’s thirty years of expertise
Learn how to get a customized market analysis at no cost……
www.BroussardLogistics.com
877.875.1613
13
14
MEMBER NEWS
2012-2013
Houston CPA Society
Recognition Awards
May 30, 2013
(photos next month)
Joseph A. Joyce, Jr., CPA
Kinder Morgan Texas Pipeline
Guadalupe (Lupe) A. Garcia, CPA
Whitley Penn LLP
Honorary Life Member
Young CPA of the Year
Susan V. Sample, CPA, JD
Emily W. Hillsman, CPA
Fulbright & Jaworski L.L.P.
Outstanding CPA of the Year
Emily W. Hillsman, CPA
Distinguished Public Service
Carol G. Warley, CPA, JD
Young Professionals
Margolis, Phipps & Wright, P.C.
Benjamin C. Simiskey, CPA, Chair
PLS Advisory, LLC
Distinguished Service to the Profession
Outstanding Committee
Richard W. Orellana, CPA
Pi-Yi Mayo, JD
TriFlex Staffing Solutions
Public Relations Committee
Law Offices Of Pi-Yi Mayo
Outstanding Committee Chair
Larry A. Campagna, JD
Chamberlain, Hrdlicka, White, Williams &
Aughtry
Speaker of the Year
Mark A. Collado, CPA
PricewaterhouseCoopers LLP
Public Relations Committee
Outstanding Committee Member
Outstanding CPE
WM Shirley
W. Mark Shirley, CPA
Significant Contribution by a
Member Firm
Young Professionals Conference
Young Professionals Committee
Benjamin C. Simiskey, CPA, Chair
PLS Advisory, LLC
Outstanding CPE Event
Alice A. Ketchand, CPA
Judy G. Chong, CPA
Sam Houston State University
MD Anderson Cancer Center
CPE, CPE Task Force, Nominations
and Taxation-Tax Exposition Committees
Significant Contribution by a
Member in Education
Sheila A. Enriquez, CPA, JD
Briggs & Veselka Co.
Board of Directors, Public Relations and
and Scholarship Extravaganza Committees
Significant Contribution by a
Member in Industry
Timothy J. Davis
Treasurer, Student Auxiliary
Bushra Khokhar
Member, Student Auxiliary
Significant Contribution by a
Member in Public Practice
Significant Contribution
by a Student Member
Tonja C. Rodriguez, CPA
Katherine M. Sabom, CPA
CPAs Helping Schools
and Scholarship Extravaganza Committees
Membership Development Networking
Stan and Margaret Voelkel
Contribution to Education Award
First Data
Outstanding Public Relations Event
MEMBER NEWS
JUNE 2013
Rookies of the Year
Darrell W. Groves, CPA
David W. Swindull, CPA
DWG CPA LLC
Community Services, Diversity
and Relations with Taxing Authorities
Sidewinder Drilling Inc.
Accounting Career Education, Annual Golf Classic
and Community Services Committees
Ronald N. Woods, CPA
Alison B. Douglas, CPA
and Nina D. Perez , CPA
Briggs & Veselka Co.
Valuable Input, Topical Planning and Tireless
Recruiting of CPE Speakers and Conference Sponsors
True Grit Award
Boot Scootin' for Scholarships Theme Decorations
Most Creative
Gail S. Neely, CPA
Special Recognition
E. Michael Spartalis, CPA
Dell Inc.
Diversity Committee
Geraldine (Geri) M. Pacheco, CPA
Executive Recruiting Services
Chair, Accounting Career Education
and Student Auxiliary Champion and Mentor
Arch-Con Corporation
2013 Scholarship Extravaganza
Presidential Citation
Mitzi J. Stalnaker
Grant Thornton LLP
2013 Scholarship Extravaganza
Reed G. Wood, CPA
Conklin Hruzek & Co., P.C.
Accounting Scholarship Endowment Matching Fund Task Force
40-Year Members
Gary B. Blumberg
John T. Bonno
Russell L. Chaddick
O. Perry Christy, III
William C. Cobb
Charles C. Cummings, Jr.
Jerry T. Dennis
George B. Dickinson
Cecil B. Ellis
Jay A. Epstein
Robert E. Estill
James C. Frazier
H. Ricky Haikin
S. Wayne Hall
Robert C. Hux
Harris S. Jacobs
Mac L. Jones
Billy E. Kallus
Russell E. Kibbe, III
Gerald A. Langer
Max T. Langley
Jerry C. Larsen
Teresa O. Lee
Robert J. Lorio
Walter W. Luck
Barry H. Margolis
Harold F. McElraft
Janie Nathans
R. Daniel Newton
James D. Ogletree
Raymond M. Oshman
Billy D. Patterson
Wayne A. Paul
Jerry P. Peirce
John E. Peterson, Jr.
Elizabeth M. Pozzi
James C. Pratt
Charles R. Robinson
Ray G. Rosenbaum
Joe T. Rye
Nancy C. Santamaria
Lawrence R. Silver
Linda Z. Smith
John E. Stokes
Donald L. Stone, Jr.
Richard M. Tange
L. Edward Tuffly, Jr.
Michael O. Walker
Robert A. Weigle
Robert H. Whitten, Jr.
Bennie L. Williamson
Larry E. Wuebbels
15
16
COMMITTEE BUZZ
New Leadership
Program For Members:
The Houston CPA Society has developed a
four-week professional development and networking program to enhance the critical skills
necessary to be effective within your professions and communities.
Accelerate = Professional Development &
Networking
Cost: $250
CPE Credit: 8 Hours
Class Size: Limited to 20 current and future
leaders of the Accounting profession
Registration fee includes all listed meals and
inclusion in an alumni golf tournament in
April 2014.
Who will benefit:
• CPA professionals on the path to executive
management levels within their organizations
• Organizations will gain highly effective
professionals looking to continue moving
up in the company or firm
Who can participate:
An applicant must be a current Certified Public
Accountant, 45 years old or
younger with at least eight
years of post-graduate, fulltime work experience.
Participants should be a
current member in good
standing of the Houston
CPA Society. If you or someone in your firm is
interested in participating, email Carol
Spencer (cspencer@houstoncpa.org) for an
application.
Accelerate format:
The one-month program consists of one session each week of the operating month. A different group of 20 commit each of the operating months (August and November). Enjoy a
private happy hour with the other members of
the session the evening prior to program's initial session; begin each weekly morning session (7:30 – 10:30 am) with continental
breakfast and networking time before discussions.
Program Alumni Benefits include:
• CPA professionals will connect with their
peers and future leaders within the profession.
• Inclusion in an alumni directory that all
alumni members will receive after each
Student Auxiliary
Advocate
Uniform CPA Examination Updates
Student members of TSCPA receive a voucher
redeemable for a $300 discount off the full
four-part course tuition for either Live, Online
or CD-ROM self-study review course formats.
Membership in TSCPA also gives students
exclusive discounts on many other CPA exam
review programs and materials. Login to the
Student Lounge at www.tscpa.org for details.
Content Specification Outlines (CSO) and
Skill Specification Outlines (SSO) changes
effective January 1, 2014 have been published on the AICPA web site at
www.AICPA.org behind the Become A
CPA/CPA Exam tabs. Also to be found
through this section of the website is information on candidate guidelines, examination
content, passing rates, and psychometrics.
This site also offers helpful tips for exam candidates and a tutorial each candidate should
review.
Computer-Based CPA Exam Testing
Window Opens
AICPA Offers Tips for CPA Exam
Candidates
The next testing window for the computerbased Uniform CPA Examination is July 1,
2013 through August 31, 2013. There is no
filing deadline. Candidates may schedule and
take each section of the CPA Exam only once
during a testing window.
Preparation for the computerized CPA Exam
requires more than command of accounting
and business knowledge. Important tips on
the exam's navigation, functionality and content are now available. If you have staff members planning to take the exam, be sure to
pass along the following web address: How To
Prepare (http://www.cpaexam.org/cpa/how_prepare.html).
Becker CPA Exam Review Discount
The CPA Examination is currently comprised
of four sections.
AUD
Auditing & Attestation
BEC
Business Environment & Concepts
FAR
Financial Accounting & Reporting
REG
Regulation
CPA Exam 2013 Q1/Q2 Score Release
Timetables
AICPA has posted the U.S. CPA Exam score
release timelines in response to overwhelming
session (listing to include name, company,
email address and links to LinkedIn profiles)
• Access to a private, alumni-only LinkedIn
sub-group
• Invitation to periodic, alumni-only events
(high profile speakers, etc)
• Enhanced exposure to leadership opportunities at area not-for-profits
For more detailed information on this new
and exciting program, contact HCPAS Member
Services Coordinator Carol Spencer
(cspencer@houstoncpa.org; 713.622.7733
x320).
requests from candidates. Scores for the CPA
Exam are released by the National Association
of State Boards of Accountancy to individual
state boards of accountancy based upon the
target score release dates
(http://blog.aicpa.org/2012/12/cpa-exam-2013q1q2-score-release-timetables.html#more)
listed in the table posted to AICPA Insights
blog at blog.aicpa.org
Get Involved With Your Chapter This
Summer
Get to know your fellow Chapter members,
other students, candidates and CPAs by volunContinued (See Students on page 17)
VOLUNTEER
[vol-uhn-teer] noun 1. A person who
voluntarily offers himself or herself for a
service or undertaking.
Get Involved with Your Profession - Join
A Committee TODAY!
Go to: (http://content.inboxgroup.com/
houstoncpa/Volunteer-Form-Color.pdf).
Benefits of active participation include ...
Current Topic Updates ... Professional
Development ... Networking Opportunities
… and More!
COMMITTEE BUZZ
JUNE 2013
Society Hosts Conference &
Reception For Incoming
Leadership
The Houston CPA Society operates on a June 1 – May 31 fiscal year. To
better prepare, incoming leadership for the Society came together on
April 29, 2013 in the CPA Training Facility to learn more about the
inner workings and processes that make this fine tuned machine run
smoothly from year to year. The robust agenda included:
President-elect Tom DeGeorgio welcoming officers, board members,
and committee chairs and vice chairs outlining the full agenda and
teasing all with the promise of a juggling "ice breaker" exercise.
(l to r) Jim Stinson, Vice Chair, Accounting Career Awareness; Mike
Spartalis, Chair, Accounting Career Awareness; Carol Warley, Vice
President and incoming President-elect; Tom DeGeorgio, Presidentelect; Ramsey Womack, Board member and incoming Secretary; and
Paul Vanek, Treasurer and incoming Vice President.
History of the Society presented by Treasurer and incoming Vice
President Paul Vanek, followed by a review of the Society's
Governance covered by Board member and incoming Secretary
Ramsey Womack and the Society's Connection with TSCPA explained
by President and incoming TSCPA Chair Mark Lee.
17
Financial Overview conducted by Society Controller Martha Koushel
and Paul Vanek who covered financial reporting, minimum financial
standards, investments and the upcoming budget process.
Responsibilities as a Board Member or Committee Leader outlined by
Vice President and incoming President-elect Carol Warley which
included commitment, leadership, stewardship and service from Board
member down to committee volunteer, and attributes of a successful
committee.
President-elect DeGeorgio concluding the afternoon with a review of
the 2013-2014 Strategic Focus outlining his plans and goals for his
upcoming tenure. How to "juggle" all the day's information into a
cohesive plan? Relax and think about it for a while. Consult with the
staff if you need guidance. Don't worry - it'll come to you.
(standing, l to r) Robin Lunsford, Co-Chair, CPAs Helping Schools;
Cheryl O'Brien, Vice Chair, Community Services; Jim Tomlinson,
Chair, Community Services; Sheila Enriquez, Board member and
incoming Treasurer-elect; and Carol Warley, Vice President and
incoming President-elect.
Attendees were then invited to adjourn to the Society's Lounge for fellowship and refreshments. Many were heard discussing points covered
in the day's agenda; others preferred to practice their juggling skills.
Students (Continued from page 16)
teering with your Chapter this summer. The Houston CPA Society
offers opportunities to network with potential employers, do something good for your local community, and learn more about the
accounting profession. Grab a buddy and check the Event Calendar
on Society's web site at www.HoustonCPA.org, or contact
Membership Marketing Manager Frances St. Cyr (713.622.7733
x240; fstcyr@houstoncpa.org) for a schedule of upcoming events.
Check Out The Student Section On TSCPA.org
letter is pri
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n
do
te
RE
Introduction of Staff led by Executive Director Nancy Rutledge after
which selected staff outlined their duties and successes of the past
year, such as the new CPE Quality Control Document updated by CPE
Director Judith Butcher, and the 1,000-member milestone reached by
the Society's LinkedIn page engineered by Membership Marketing
Manager Frances St. Cyr.
This
ne
As a student or candidate member, TSCPA has a variety of resources
available for you and you can find them all in one central location.
The Student section on www.tscpa.org includes helpful links to CPA
exam information, TSCPA's campus rep program, scholarship information, TSCPA's student blog and all of our social media profiles.
Stop by today and familiarize yourself with all of the benefits of your
TSCPA membership!
LE D PA
MEMBER BENEFITS
18
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Company:
Address:
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Name on Card:
Credit Card #:
Exp. Date:
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___Discover
Call Gary Green (713) 395-9639 email ggreen@bizjournals.com
or fax form to (713)963-0482
MEMBER BENEFITS
JUNE 2013
19
Questions about Houston CPA Society member benefits? Society Membership Marketing
Manager Frances St. Cyr (713.622.7733 x240 or fstcyr@HoustonCPA.org).
Save A Tree - Get Your
Forum Online!
planning for your CPE hours, and keep
your calendar up to date with committee
meetings and other activities and special
events. Provide the Chapter with a valid
email address and join the technology age.
If your record contains an email address,
and you have not requested a printed copy,
you are receiving the eForum ONLY!
PLEASE NOTE: The Chapter offers three
options for newsletter delivery: email only,
email and print copy, or print copy only.
It's up to you! Contact the Chapter office
(713.622.7733; cpamail@houstoncpa.org)
to indicate your preference, go to
http://www.enewsbuilder.net/houstoncpa/
to view the online version of the newsletter.
edge off – by providing numerous reasons to
laugh at ourselves and with our colleagues.
This customized book helps keep the ego in
tow. Purchase this unique volume for $45.00
(inclusive of tax) plus $4.00 for postage and
handling.
care machine wash and dry. These comfortable
shirts come in men's (M, L, XL) and women's
(S, M, L, XL, XXL) styles (with and without a
left chest pocket) for only $42.50.
Over 90% of current Houston CPA Society
members are now receiving the newsletter
online. The eForum is distributed the first
Tuesday of each month, many times before
the printed copy arrives. Get a jump on
Houston CPA Society
Merchandise
Unique Gift for CPAs
"A Cartoon Book for Certified Public
Accountants" commissioned by the Houston
CPA Society and published by The New Yorker,
is full of cartoons about CPAs. Members of the
Houston CPA Society represent every walk of
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dealing with all the intricacies of your individual responsibilities and the ever-changing governmental rules and regulations, the CPA's
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Wear The "Mark Of The Pros" - Long and
Short Sleeved CPA Logo Shirts
NEW...comfortable 100% Pima cotton interlock in dark navy blue with a white embroidered Society logo. Men's (S – XXL) and
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at $45.00 (including tax).
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Logo Lapel Pins - 1" diameter - $10.00
Use the order form below; download an
Order Form in the Member Services>Logo
Merchandise & Gifts section at
www.HoustonCPA.org; or, call
713.622.7733 for more information or to
place an order.
HCPA MERCHANDISE ORDER FORM
Qty
Item Des cription
Size
Cartoon Book
n/a
Unit Price
Line To tal
NEW Navy Pima Polo (Men's & Women's)
4 5 .0 0
45.00
Blue Pim a Polo (X & XXL only)
3 5 .0 0
Yellow Ladies Polo (S only)
2 5 .0 0
Blue L/S Oxfo rd (Men's)
4 2 .5 0
Blue L/S Oxfo rd (Wo men's)
42.50
Houston CPA Society Lapel Pin (1" dia.)
n/a
10.00
Subtotal
_____ Package for Pickup.
Please mail my purchases: $4.00 Postage X _____.
TOTAL
Name
Firm
Address
Day Phone
City/St/Zip+4
Email
FOR CREDIT CARD PAYMENT :
Amex
Visa
MasterCard
Discover
Card No.
Signature
Forward order form with check
or credit card information to:
Auth Code
Expires
Cardholder (please print)
Houston CPA Society
777 Post Oak Boulevard, Suite 500
Houston, TX 77056-0312
Fax (credit cards only) : (713) 622-3327
20
MEMBER BENEFITS
Member Affinity Programs Brought To You By The Membership Development Committee
NOW AVAILABLE:
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As an Association member, you enjoy these monthly discounts:
• Up to 30% on CCH titles
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June Books of the Month
Thomson Reuters is offering its line of Quickfinder handbooks and
tax products at a discount to Houston CPA Society members.
Through a partnership with the Houston CPA Society, members
can purchase the popular 1040 Quickfinder Handbook, the Small
Business Quickfinder Handbook, IRS forms and instructions sets,
and more, at discounted prices.
From June 1 – 30, purchase the following titles at 40% off:
Sales and Use Tax Answer Book (2013) (Regular price:
$325.50; In June: $195.30)
In addition, the Chapter will receive a donation for each product
purchased using the Houston CPA Society discount code (Q877).
To see a list of all the products and pricing available, and to place
your order, go to http://www.quickfinder.com/index.htmx . You
may also log in to the Members Only section of the Society web site
at www.HoustonCPA.org and access the Exclusive Member Benefits
page to find the Quickfinder link.
Looking for High Quality Self-Study Courses? Save 30% on over
150 courses on Tax, Accounting, Audit, and Tax Legislation. $294
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EXAM REVIEW DISCOUNT…CCH and CPAexcel™ have partnered
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and order information.
UPS Savings
Program…
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That's a significant savings over FedEx published rates!* All this with the peace of mind
that comes from using the carrier that deliv-
GAAP Financial Statement Disclosures Manual, with CD
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CLOSE OUT SALE - Save 40% on 40+ titles through June
30, 2013.
Visit www.CCHGroup.com/members/houstoncpa and remember to
use DISCOUNT CODE Y5457 at checkout. Go to the Current
Book Specials for the entire list of 40% off bargains.
TM
CCH
a Wolters Kluwer business
The Houston CPA Society and CCH have joined forces to offer you
an incredible member benefit that provides exclusive discounts on
any of the more than 175 CCH tax and accounting books, including
the U.S. Master Tax Guide®, U.S. Master™ Depreciation Guide,
Internal Revenue Code, Income Tax Regulations, and the State Tax
Handbook, among many others!
The CCH® Expert Treatise Library offers valuable guidance on
complex tax topics. Written by practicing, prominent experts in
all fields — CPA, legal and academic — these treatises offer
numerous examples and insightful analysis, and also allows
users to easily access cited cases, regulations, IRS rulings, the
Internal Revenue Code and other authoritative sources via links
to the primary source documents. Visit your CCH Monthly
Specials page to receive your Special View of this guidance.
ers outstanding reliability, greater speed, more
service, and innovative technology. UPS guarantees delivery of more packages around the
world than anyone, and delivers more packages overnight on time in the US than any
other carrier, including FedEx.
Simple shipping! Special savings! It's that
easy! Go to http://savewithups.com/houstoncpa/ for complete details or to sign up.
HCPAS members can save:
• Up to 30% on UPS Next Day Air® and
Worldwide Express® services
• Up to 23% on UPS 2nd Day Air®
• 10% on select Business Services, including
the following, at participating The UPS
Store® locations
o Fax services
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*Select the "See Discounted Rates" option on
the UPS/Houston CPA page to see the Rates
and Services Chart for detail of Savings and
Discounts, which depend on total weekly
gross shipping charges incurred.
JUNE 2013
A Huge Thank You…
to each and every one
of our members and
their associates who
have participated in
volunteer efforts, or
donated funds to CPAs
Helping Schools (CHS)
CPAs Helping Schools
with your TSCPA /
Houston CPA Society Dues check-off invoice!
Many of you enjoyed previous volunteer
actions including judging entries in our Art &
Essay Contest, Recognition Awards, tutoring,
mentoring, and answering the calls by our
local school districts to participate in reading
to classes, shadowing a principal on select
days, and so much more. While some of these
programs have been discontinued in keeping
with the needs of our local schools, CPAs
Helping Schools Committee continues to
establish or provide ongoing opportunities for
our members to give back and support local
education.
In 2013-2014, we are working with many local
school districts to support their business
leader partnership program. Last year we
began offering members a chance to help in
our grant program. While many of you do not
have the time to review all submitted grant
applications, or attend the sometimes lengthy
meeting, you may act as a GRANT SCREENER. Our screeners receive three or four grant
applications, a rating sheet and instructions.
Volunteers report this one-hour effort rewarding and it provides a tremendous help to the
committee, knowing that several of their peers
Volunteer
Services
Assist A Nonprofit
Through The
Society
One of the Houston CPA Society
Community Services Committee's
charges is to assist qualifying nonprofits with
technical assistance pro bono or at a reduced
fee. Qualifying nonprofits must complete a
request form and provide proof of their nonprofit status, if available. The request is then
distributed to a database of members who
have worked with nonprofit clients and are
willing to assist with these requests. Any fees
involved are independently negotiated
between the volunteer and the organization.
Areas in which help is requested include:
COMMUNITY SERVICE
21
have studied the full request and provided
comments or questions for the applicant.
• As a recipient of a portion of the proceeds
of annual Scholarship Extravaganza
Please contact our committee leadership or
staff liaison (see below) if you have interest in
such future events.
• Community foundation grants
If you are involved in a school, either as a parent, a volunteer, or an educator's friend, you
know the financial challenges principals face
each day to present optimum educational
opportunities while offering basic needs to
many students. With reduced governmental
funding, schools are on their own to create
and maintain the campus budget. Principals
spend time searching for additional funding as
they continue to manage the day-to-day
school business. Sounds like your job, doesn’t
it?
CHS faces similar challenges in our expanding
grant program. As more districts learn of the
program, CHS receives a greater number of
viable financial requests. The dedicated members of the grant review committee evaluate a
larger quantity of applications each time and
apply a share of the available funds to as many
programs as possible. This effort to reach out
and financially touch the greatest number of
schools, educational programs, and students is
possible through your financial support.
CHS enjoys multiple fundraising options:
• Voluntary donations with dues invoice
(“chapter scholarship/helping schools”)
• Permanent endowment fund
Dues donations ($10 suggested), average
$5,622 from 528 members, or about 6% of our
total membership. HELP US increase that
percentage this year and give $10 or more to
help our dedicated group provide more funding to your local school. Due to online dues
payment difficulties in 2012, TSCPA was
unable to offer this option so our income
plummeted! Schools may receive up to
$5,000 a year and we need your continued
support!
If you want to join the next grant meeting on
OCTOBER 30, the grant screening program
review on JUNE 25, our next meeting on
AUGUST 14, or have questions, contact
Houston CPA Society Staff Liaison Carol
Spencer (cspencer@houstoncpa.org or
713.622.7733 ext. 320)
Support our
EducaTional funding on
YoUr
Y Dues invoice
2013-2014
Emailed from TSCPA, or by mail
Please iNclude your important
DonaTion for our
Chha p t e r S cSh ohl a r s h i p hi
C
/ H e l pH
i n g S ic h o oSl s h
Fund
• Voluntary donations through Houston CPA
Society (go to www.HoustonCPA.org for a
Donation Form)
Tax:
Application for exempt status under 501(c)(3)
(Preparation of Form 1023)
Preparation of tax returns and/or annual 990s
Accounting / Financial Reporting:
Accounting policies and procedures
Financial reporting policies and procedures
General ledger set up consulting
Assist with the preparation of client-prepared
audit schedules.
Now that YOU have tasted the prospect of aiding in
local educational needs, you have more chances to
help.
•
•
•
•
•
Other Areas:
Silent Auction Management Assistance
If you are interested in volunteering to experience the satisfaction of helping a worthwhile cause, please complete and return the
Nonprofit Assistance Volunteer Form on
page 9. You'll be glad you did!
•
•
•
Donate funds to CPAs Helping Schools
Become more environmentally conscious
Offer used equipment and supply overages
to schools in need.
Underwrite CPAs Helping Schools
programs through your financial support of
the annual Scholarship Extravaganza, with
the option of designating your donation to
PK-12 educational programs
Advise CPAs Helping Schools if your
employer offers a matching funds program
or community grant opportunities
Promote awareness in your local community
(work, church, family, neighbors, etc.) of the
needs of local schools, in ALL districts
Volunteer at a school: tutor a class; mentor
a student for a year through weekly
meetings; help with landscaping, repairs or
upkeep
Be a school district liaison to maintain a line
of communication between Society
opportunities and school needs
Do ANYTHING you can to HELP A SCHOOL
and let us know!
COMMUNITY SERVICE
22
CHS Grants Are
Making A Difference
help them realize their role as the school’s
"elders," we would like to provide them with
new uniforms, unlike those of the younger
students.
To:
Houston CPA Society - CPAs
Helping Schools
From: Mr. Bob Balshaw
Re:
Grant Funding for Scott Saturday
Superstars\Galveston ISD
Education Foundation
The funds started our Scott Saturday
Superstars, a program to boost the academic ability of the students from Weis
Middle School as they integrated into
Scott Collegiate Academy.
CHS Committee members (back row) Bradley
Elgin and Abdul Mobin (Harper Pearson &
Company, P.C.) presented a grant check
issued to provide funds to help with uniforms
for Middle School students.
Background: The grant proposal submitted to
the Houston CPA Society in January expressed
the need for document cameras. The school
previously shared two document cameras
among all staff members and were requesting
fund to purchase additional equipment. The
cameras are used for sharing books that are in
limited supply, showcasing student work in
the classroom, and showing parents in real
time how students work out a particular reading or math strategy. "Tipps has 1,330 students and 120 staff members, so there was a
need among teachers for additional document
cameras at the school," according to math
instructional specialist Dorothy Windham.
"They are in constant use every day, and
because we have such a large staff, some
teachers have actually purchased their own
personal document cameras – at a cost of
between $100 and $200 – for daily use. We are
very grateful for the support of the Houston
CPA Society and for their generosity toward
our need. We can't say 'thank you' enough."
Monday, October 28, 2013
Sweetwater Country Club
benefiting
N CPA SO
TO
C
S
TY
IE
HO
U
Background: Yellowstone Academy is a private, faith-based school founded in 2001 for
the purpose of providing a high quality education for children living in poverty. The school
opened its doors in 2002 to 64 three and four
year old students, and has added one grade
each year through eighth grade. The median
annual income of Yellowstone families averages less than $10,000. Tuition provides less
than 1% of expenses, so the school relies on
the generosity of individuals, foundations,
corporations, and congregations to meet its
operating budget. Additionally, the school
provides its students with transportation,
breakfast, lunch, and uniforms. Last year,
Yellowstone celebrated its 10th Anniversary
and first eighty grade graduating class. As
stated in the Grant Request, "In order to differentiate our Middle School students and to
(l to r) Tipps Elementary School math
instructional specialist Dorothy Windham
and principal Pam Redd accept a grant from
CHS Co-Chair Sandra Sena to allow the purchase of four new document cameras.
2013
CLASSIC
Texas Gulf Coast
and Louisiana
Top Ten Reasons to Join the Annual Golf Classic Committee
REGIS
TER
NOW!
10. Practice "begging-for-auction-items" technique at area retailers and restaurants.
9. Select auction items to bid on before anybody else sees them.
8. Work with fellow professionals to assure a successful event.
7. Watch the numbers climb towards the tournament goal.
6. Promote a great sport for the benefit of a major area children's charity.
5. Free gift bag.
4. Free food.
3. Day off from work (1) in the sun, (2) in the rain, (3) period.
2. See the Wish Child's smile as her artwork is auctioned during the tournament dinner.
And the #1 reason you should join the Annual Golf Classic Committee...(drum roll...hankies...)
1. Witness with pride the presentation of the record-breaking contribution check to Make-A-Wish.
We run the program twice a month with
an average of 25-35 participants per session. The students rotate from Math remediation (Khan Academy), Leadership
Training, Study Skills, NASA Engineering,
Zeros Are Unacceptable, and now VEXX
Robotics.
After we received the money from your
organization, I found a source for the
NASA Engineering supplies at no cost. As
a result, your organization agreed to allow
the surplus funds to be used to start a
VEXX robotic program. We now have the
robot, as well as an additional robot
donated from the VEXX Company, and are
waiting on the software to run the program. A teacher has been selected to facilitate this program next school year and
we should be ready to compete in the
Robotics competition later this fall.
In addition, we use the initiative task
equipment that you supplied for our leadership program in a new project to combat
student truancy. Any student who misses
the state mandated days of attendance
will be assigned to the truancy Saturday
program with their parents; this will be
used to avoid court. Parents will be given
information about the problems that
cause truancy, along with solutions such
as parenting skills, communication skills
and behavior contract building. The
Culminations of the four-hour program
will be a team building task for the parents and students to start the process of
family communication so they can begin
to build a relationship with school personnel that will help with truancy problems.
I have monitored the benchmark testing
and the former Weis students are doing
well academically. We expect all our students to do well on the upcoming STAAR
test.
In conclusion, I would like to thank you
for this opportunity and to express to your
board members how helpful your funding
has been. In fact, we already have plans to
use this equipment again in the upcoming
school year. Thank you so much
23
COMMUNITY SERVICE
JUNE 2013
VOLUNTEER [vol-uhn-teer]
– no u n
1. A person who voluntarily offers himself or herself for a service or undertaking.
Get Involved with Your Profession!
Houston CPA Society members are involved in a multitude of committees and task forces. Please check your top committee(s) based on interest.
Name: ____________________________________________________________________ E-mail: _______________________________________________________________________
Business: __________________________________________________________________ Phone: _______________________________________________________________________
“Volunteerism is the voice of the people put into action.
These actions shape and mold the present into
a future of which we can all be proud.”
Houston CPA Society
A Chapter of the Texas Society of CPAs
Houston TSCPA Foundation
777 Post Oak Boulevard, Suite 500
Houston TX 77056-3212
Phone: 713.622.7733 •
www.HoustonCPA.org
Download this year’s Committee Handbook at www.HoustonCPA.org
You will be placed on the distribution list for each chosen committee.
Committee meeting dates vary from monthly to quarterly.
Your active participation will provide:
Current Topic Updates ~ Professional Development
Networking Opportunities ... and More!
Thank you for signing up!
Charity/Civic Related Committees– Sponsor community and organization events.
______ Accounting Scholarships
______ Annual Golf Classic
______ Community Services
______ CPAs Helping Schools
______ Scholarship Extravaganza
Address: __________________________________________________________________ Fax: _________________________________________________________________________
CPE Related Committees– Quality control and oversight of Society CPE.
______ CFO/ Controllers Conference
______ CPE
______ CPE Family Conference
______ Taxation– Tax Exposition
Membership Related Committees– Work on Society image enhancement, career
awareness and member services.
______ Accounting Career Education
______ Diversity
______ Information Technology
______ Membership Development
______ Public Relations
______ Strategic Planning
______ Young Professionals
Professional Services Committees– Plan topics, serve as on-site coordinators for CPE.
______ Accounting & Auditing
______ Litigation & Valuation Services
______ Management of an Accounting Practice
______ Personal Financial Planning
______ Professional Ethics
______ Relations with Taxing Authorities
Industry/Other Committees– Plan topics, serve as on-site coordinators for
industry CPE.
______ Business & Industry
______ Energy
______ Health Care
______ Real Estate
NONPROFIT
ORGANIZATION
U.S. POSTAGE PAID
Houston, Texas
Permit No. 7165
RETURN SERVICE REQUESTED
Society Office Closed
Thursday, July 4
In Observance of
Independence Day
CHANGE OF ADDRESS FORM
Name
Date Taken
Preferred Forum delivery: ______Email Only ______Mail Only ______Both
PREFERRED MAILING ADDRESS
HOME
OFFICE
Business Change
Residential Change
New Firm
New Address
New Address
New Phone
New Phone
Email Address
New Fax
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Working in Residence
Firm ID #
Name Change only
Return to the Society office by Fax (713.622.3327) or mail (777 Post Oak Boulevard, Suite 500, Houston 77056-3212).