March 2014 - Houston CPA Society
2014 Scholarship
Best CFO Nominations 6
Classified Ads
Committee Buzz
Community Service 17-18
CPA Aces
CPAs Helping Schools 18
CPE News Flash
Excellent Service
Member Benefits 12-15
Member News
Student Auxiliary
TSCPA Membership
UH VITA Volunteer Form 2
MARCH 2014, NO. 3
Telephone No.
Admin. Fax No.
CPE/Order Fax No.
Email Address:
[email protected]
Web Site:
[email protected]
Reach for the Stars: Investing In Our Youth
– the Eighth Annual Scholarship Extravaganza - honoring hosts Steve
and Hilda Goodman, was held at the University of Houston Hilton Hotel
on February 22, 2014. The event sparkled with a sumptuous dinner,
outstanding auction and Big Board, and toe-tapping entertainment
from Radio London.
Watch for detailed coverage, photos and a net fundraising report coming soon! Visit the 2014 Scholarship Extravaganza web site at
THANK YOU…to our generous sponsors who made the event possible
(see page 16).
Tax Season Is Referral
Service Season
What is the potential client base of the Houston CPA
Society CPA Referral Service? Everyone in the Greater
Houston area who picks up the Yellow Pages and turns to
"Accountants" or looks online at
Just imagine what this Society public service could do for
your practice. Through the online Referral Service
Request Form, prospective clients receive referral information immediately. A list of firms with contact information matching the user defined criteria (area of expertise
and/or foreign language search) is returned in zip code
order so the user can identify a conveniently located CPA.
With the costs of doing business increasing across the
board, the Society is bucking the trend. By joining now,
your firm will be entitled to an entire year's membership
for only $100.00 – just in time for tax season. Think
about it…fees generated by that one special new client
more than covers your yearly fee.
If your firm is interested in joining the CPA Referral
Service for calendar year 2014, please contact Carla
Sanders at the Society office (713.622.7733 x310;
[email protected]) to receive a detailed application and registration form. All firms that participated in
2013 should have already received an invoice. Join
today to take advantage of the busy tax season!
NOTE: Members of the Referral Service must be a TSBPA
licensed firm practicing full-time.
Are You Looking for
the CCH Master Tax
The HCPAS hasn’t sold the Master Tax
Guides since 2008, but members may purchase the
2014 edition directly from CCH at a 25% discount.
Remember to use Houston CPA Discount Code
Y5457. Go to page 14 for more information.
Tax Assistance Volunteers Needed for UH Campus Site
Gain hands-on experience…Provide a community service…Earn Chapter CPE vouchers.
For more information, refer to the UH VITA Volunteer Form on page 2.
Help insure the continuation of the profession!
LOGIN to to download contribution forms)
Contribute to the Accounting Scholarship
Endowment Fund and help provide an education
to aspiring new CPAs.
Donate to the CPAs Helping Schools initiative
which supports Houston area schools PreK-12.
CPAs Helping Schools
U of H VITA Site
presented by
Since 1998, the Houston CPA Society has sponsored and staffed a VITA (Volunteer Income Tax
Assistance) site at the University of Houston's Main Campus. There, CPAs and accounting student
volunteers provide free tax return preparation assistance to foreign students. For the 2013 tax season,
over 225 returns were prepared for nonresident students.
More volunteers are needed in 2014! $30 CPE vouchers, which can be used to register for any
Houston TSCPA Foundation sponsored CPE program, will be given again this year to those who
volunteer at the University of Houston site.
Training For Non-Resident Alien Returns
Saturday, March 8, 2014
9:00 AM – 10:00 AM
CPE Credit: 1 Hour
University Wellness Center (2 Floor, Rooms 4&5), 4500 University St.
UH VITA Site Schedule
Saturdays, 10:00 AM to 2:00 PM, University Recreation & Wellness Center (2nd Floor, Rooms 4&5)
(Additional Non-resident training 9:30-10:00 a.m. each Saturday)
March 8, 2014
March 15, 2014
March 22, 2014
March 29, 2014
April 12, 2014
Please consider volunteering for one or more Saturday sessions. It is a great opportunity to get hands-on
training and experience, under the supervision of a knowledgeable expert, in the preparation of
nonresident returns, and provide a needed community service.
If you have any questions or need additional information, contact Judith Butcher at the HCPAS offices
(713.622.7733 x260; [email protected]).
Yes! I want to volunteer to help at the U of H VITA site!
Day Phone
My tax return preparation experience is:
q Experienced tax preparer (CPA, Accountant, E.A., IRS Employee, previous VITA), or
q First time VITA volunteer.
Complete & return to: Houston CPA Society
I am bilingual and also speak:
ATTN: VITA Program
q Spanish q Other
777 Post Oak Blvd. #500
Houston TX 77056-3212
or fax to (713) 622-3327
MARCH 2014
Success for
of Texas
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
Nancy A. Rutledge
Executive Director
Elyse A. Turla
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: [email protected]
Annual Subscription Rate for
Non-Qualifying Professionals: $30.00
Standing: Judy Bozeman, Donnie Roberts, Allen Lewis,
Michael Ringger and Elizabeth Leicht
Seated: Bill Cunningham, Maureen Phillips, Rick Morales
and Tom Williams
s Investment Management
s Financial Planning
s Trust and Estate Services
More Than 30 Years of Building
Successful Financial Futures
Learn more at
10000 Memorial Drive, Suite 650sHouston,
Texas 77024
[email protected]
Celebrating the best year since 2010, (l to r) Golf Classic Vice Chair
David Borda and Chair Bob Barr present Teri Andrepont, president
and CEO of Make-A-Wish Foundation of the Texas Gulf Coast and
Louisiana, with a check representing the 2013 Houston CPA Golf
Classic net proceeds of $116,239.28. Half of this amount will be designated for the Houston CPA Society named endowment, with the other
half to be used for current wishes.
In keeping with tradition, a Wishmaker Award tray of original art representing the village of Hobbiton from the Lord of the Rings was presented by Make-A-Wish Artist Sarah S. to David Borda and Bob
Barr. This award and its 23 predecessors are displayed at the HCPAS
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. LOGIN and register online in the Event Calendar at, or download a copy of the Circular from the Home Page under Spotlight.
Becker Professional Education And
The Houston CPA Society:
Joining Forces To Offer You An
Incredible Member Benefit
Not only are Becker Professional Education's webcast and on-demand
CPE courses available to members at a reduced subscription rate but
members will now be able to benefit from purchasing individual ondemand courses as well.
Becker's comprehensive CPE course offerings provide the most current information for today’s most critical and challenging business issues, empowering you for the next level of success.
To register visit
"HOUSTON TSCPA" should be listed in the "Company Name" field
when registering.
Key Topics:
Fraud & Corruption Prevention
Forensic Accounting
Engagement & Project Management
Revenue Recognition
• Strategic Management
• And much more
All Houston CPA Society Members now have the opportunity to purchase a 1 year unlimited subscription
to Becker's entire Continuing Professional
Education course catalog that includes over
190 courses for only $325 per year or
individual courses for $79 each.
For more information, contact Rob Foster at Becker
(630.353-3702; [email protected]) or
Judith Butcher at 713.622.7733 x260;
[email protected]
To view the Becker Course Catalog visit
34th Annual
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!
25th Annual
Thursday, May 8, 2014
Monday, May 19, 2014
Tuesday, May 20, 2014
Westin Galleria Hotel • 5060 West Alabama
Moderator: Katherine Schipper
(Duke University)
Evelyn Angelle (Halliburton Energy Services)
Julie Erhardt (SEC)
Prabhakar Kalavacherla (IASB)
James J. Leisenring (FASB Consultant)
Paul H. Munter (KPMG LLP)
Thomas J. Linsmeier (FASB Board Member)
Scott A. Taub (Financial Reporting Advisors)
Current State of Financial Reporting
Standard Setting Processes
Activities of the Private Companies Council
Status of Joint FASB/IASB Projects
Other FASB Projects and Activities
Current Developments and Activities at the SEC
IASB Consideration of Accounting for Extractive
Industries and Regulated Entities
Current Developments and Activities Affecting
(Panelists and topics subject to change)
Reliant Center @ Reliant Park
Keynote Luncheon Speakers:
Monday ~ Brock Wagner, CEO & Founder of
Saint Arnold Brewing Company
Tuesday ~ Yolanda Warren, Special Agent,
Treasury Inspector General for
Tax Administration.
Look for registration information in the monthly CPA CPE Circular or LOGIN and register in the CPE Calendar at
A detailed brochure will be mailed in early April.
MARCH 2014
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:
¦ Application for exempt status under 501(c)(3) (Preparation of Form 1023)
¦ Preparation of tax returns and/or annual 990s
Accounting policies and procedures
Financial reporting policies and procedures
General ledger set up consulting
Assist with the preparation of client-prepared audit schedules.
¦ 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.
Member News
Onward and Upward
Elizabeth A. Hosea, CPA, has joined the
firm of Oman, Berry & Associates, as
senior tax manager at 10200 Grogans
Mill Rd #420, The Woodlands, TX 773801134 (713.482.2960).
Sheila K. Kahanek, CPA, has been
appointed president, and will continue as
chief financial officer, at Sun Coast
Resources, Inc., 6922 Cavalcade,
Houston 77028-5802 (713.429.8492)
The Houston CPA Society Representatives on the Texas Society of CPAs Board of Directors
recently attended the TSCPA Mid-Year Board Meeting held January 30 – February 1 at the
Hilton Garden Inn in South Padre Island. (back row, l to r) Stephen King, John Misitigh (former Board member and current chair of the TSCPA Accounting Education Foundation), Gail
Neely, Susan Spillios, John Braden, Joe Joyce*, Nancy Mathews, Bill Frazer*, Bill
Atkinson*, Brian Jones*, Pat Durio*, Jeff Harris*, Barry Wilken*, Ray Frierson*, Mike
Spartalis, Bob Sweeney*, Carol Warley (HCPAS President-elect), and Deidra Hubenak; (front
row) Gerrad Heep, Paul Vanek, Ginger Snider, Mark Lee* (TSCPA Chairman-elect), Susan
Sample, Sheila Enriquez, Holly Zhang, and Tom DeGeorgio. Not pictured: Don Clanton*,
Cheryl O'Brien and Kathy Ploch*.
(*HCPAS Past President)
Accounting Scholarship Endowment  Assisting Future Leaders
Visit the Resources > Sharing the Legacy page at to find out
more and/or to make a contribution.
Do You Know A
"Best CFO"?
The Houston Business Journal (HBJ) is
seeking nominations for its 2014 Best CFO
Awards, which honor outstanding and
admirable Houston-area CFOs. Go to the
Events section of the HBJ web site and select
Click the Nominate button and complete the
online submission form. Deadline for submissions is June 6, 2014.
Bend, Galveston, Harris, Liberty,
Montgomery, San Jacinto and Waller
• CFOs must have been in their current
position for at least 12 months
• Any CFO from a private or public company
or nonprofit is eligible. Elected government officials will not be considered.
In the Community
Karen K. Abranski PC, Karen K.
Abramski, has been named a winner of
the 27th annual Small Business of the
Year competition by Lone Star College
North Harris campus.
In Remembrance
The Houston CPA Society would like to
express deepest sympathy to the familiy
Clarke Rudolph Newlin, Jr., CPA, who
had held Texas Certificate No. 15934
since 1984.
* Creating stability in the firm
* Restoring life to an ailing firm
* Identifying and managing risks
* Being a visionary leader
* Being a team player
* Being a good samaritan
• Nominees must be a CFO or hold an equivalent position in the greater Houston area
Nominees will be asked to fill out an essaybased application and submit letters of recommendation. An independent panel of judges
from Houston's financial and business industry will select the finalists and winners in a
number of categories, based on application
answers and supplementary materials. The
categories range from:
• The greater Houston area includes 10
counties: Austin, Brazoria, Chambers, Fort
* Successfully implementing a strategic plan
* Achieving profitable growth
Daniel P. Travis, CPA, has been promoted to tax senior manager at the firm of
Pannell Kerr Forster of Texas, P.C.,
5847 San Felipe #2400, Houston 770573092 (713.860.1400).
Winners will be revealed and all the finalists
will be recognized at an awards luncheon
August 20, 2014 at the Hilton Post Oak Hotel,
and in a special section of HBJ on August. 22,
MARCH 2014
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
Benefits of membership in CPA Aces
• A Listing in the Resources Section
of the Society web site at 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; 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 ([email protected];
713.622.7733 x290).
• Periodic Recognition and Promotion in
the FORUM and eFORUM, and at Society
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 (
adm CPA P.C. (www.
Kristi Albaugh, PLLC
All Reverse of Texas LLC
Alonzo, Bacarisse, Irvine, & Palmer, P.C.
John A. Anderson, PC
Mark H. Andrus, Attorney at Law
Bickley, Prescott & Co., P.C.
Bowles, Womack & Company, PC
Boxer Property Mgmt
Parking at CPA Office
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.
Brooke Staffing Companies, Inc.
Charles K. Burns, Jr., CPA
Byrd Interior Construction, LP
Richard J. Caldwell, P.C. (
Cenikor Foundation Inc. (
Clanton CPA, P.C. (www.
Conklin Hruzek & Co., P.C.
Loren R. Cook and Associates Ltd., LLP
Carol A. Cooper, P.C. (
Thomas J. Crayton, CPA
Cummings & Houston, LLP
Cornelius, Stegent & Price, LLP
Dabney Investment Consulting Associates, Inc.
Dao CPA, P.C. (
Day West & Associates, Inc.
Decker Consulting (
Durio & Company, PC (
E B F Office Products, Inc.
Edward Jones Investments
Fitts, Roberts & Co. P.C.
Freudenberg Oil & Gas, LLC
Frierson, Solá, Simonton & Kutac, PLLC
GVBabilon Associates
Genesis Partners (
Global Custom Commerce, LP
Robert D. Goldstein, CPA
Goodman Financial Corporation
Joanne L. Gore, CPA, LLC
Green & McElreath (
GrowthForce (
Gulf Coast Regional Blood Center
Hahn & Clay (
Ham, Langston & Brezina, LLP
Harper & Pearson Company, P.C.
Heartspring Methodist Foundation
L. Wendell Hefton CPA
Herzstein Investments, Inc.
Hill Schwartz Spilker Keller LLC
David M Hoffman & Co., P.C.
Joanna Hoover, CPA
Interdyn BMI (
Continued (See CPA Aces on page 8)
CPA Aces (Continued from page 7)
International Cellulose Corporation
Don F. Jones PC
Kathleen Jaap CPA
KSBJ Educational Foundation Inc.
Kaminski & Company, P.C.
L. Klein & Company, P.C.
Klodosky & Company, PC
Karen B. Lipshy-Goldberg
Loria Associates, LLC
Allan J. Maierson Inc.
Susanne Mariga, CPA, PLLC
Calvin Martin & Company, PLLC
McCall Gibson Swedlund Barfoot PLLC
Robert M. Mendell, Attorney at Law, PC
The Mitchell Family Corporation
Moore, Reichl & Baker, P.C.
Morris, Ligon & Rodriguez PC
Mosher Seifert & Company, CPAs
( )
Nathans & Rust, Inc.
Marie H. Newton, CPA
Katherine Nixon, CPA/PFS
The Personagram Institute Inc.
PLS Advisory, LLC (
Darlene Plumly, CPA (
Thomas G. Post, CPA (
Prather Kalman PC (
Prince Food Systems, Inc.
Charles P. Quirk, Jr., CPA, CVA
Charles V. Raimond, CPA
Ralph & Ralph CPAs
Ridgeback Capital Management
Michael Rose, CPA, PC (
Rose G. Rose, P.C.
Ruderman Financial Group
Sawtooth Capital Management, LLC
Seefeld Lawson Moeller LLP
Sentinel Trust Company
WM Shirley & Associates
Shrieve Chemical Company
Mary Elizabeth Smith, CPA
t Hom
M  
 B  ,
, 
e l lin g H
Since 1
9 94
or a
ll yyour
o u r re
r e al
al e
s t a t e ne
n e e ds
13 . 516 . 2 9 9 2
m a r y m @ j o h n d a u g h e r t y.
y. c o m
71 3 . 62 6 . 3 9 3 0
52 0 P o s t O a k B l v d .
H o ust o n, Texa s 7 7027
.C O M
V L Snider, P.C. (
Solis Medical Laboratory
E. Mike Spartalis, CPA, CPC
Texas Chiropractic College (
Michael W. Thurman, P.C.
Steven J. Tillinger, CPA
Deborah K.P. Touchy, CPA, Attorney at Law
TriEagle Energy (
TriFlex Staffing Solutions, L.L.C.
Turlington, Reeves & Richard, PLLC
VLS Recovery Services, LLC (
The Vanek Consultancy Group, LLC
Viebig, McCommon & Associates
David L. Walker PC (
John B. Wardlaw (
Leonard Weiner & Associates, P.C., Attorney at Law
Barry M. Wuntch, LLP
Jess H. Young & Co.
Zientek & Co., PC (
Contact Elyse Turla at the Society offices
(713.622.7733 x290; [email protected]).
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
TSCPA: You Are
New Recruitment and Retention Campaign
TSCPA has unveiled its new membership recruitment and retention campaign aimed at reminding
Texas CPAs of the value of belonging to our professional community and promoting members as
being responsible for their profession and all it
stands for.
The campaign is called the Responsibility of
Individuals Project, or ROI. Take just a moment to
visit and see all the ways your
investment as a member in TSCPA supports you as
a Texas CPA and protects all that you've worked
hard for.
Thank you for being responsible. Thank you for
being a member of TSCPA!
Questions about membership categories, dues, or
benefits can be directed to the TSCPA Member
Service Team ([email protected];
To learn more about recruiting activities by the
Houston CPA Society, contact Membership
Marketing Manager Frances St. Cyr ([email protected]; 713.622.7733 x240).
MARCH 2014
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
(713.622.7733 x260) with questions
or requests for
guidelines and applications.
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……
MARCH 2014
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.
Offers in Compromise - Tom Post CPA in
Tomball. Let us help your clients negotiate
an Offer in Compromise with the IRS. Phone
281.351.2688; email [email protected]; website
(Send replies to Confidential Box Nos. to
Houston CPA Society, 777 Post Oak Blvd.
#500, Houston 77056-3212.)
Opportunity Employers From Accounts
Payable Bookkeeper Receivable Payroll
Clerk: You want to be part of a great team?
Good communication and organizational
skills. If you are interested or would like further information, please contact
[email protected]
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
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,
[email protected]; 713.868.9447.
Commercial Real Estate Appraisals for gift
and estate tax planning purposes; buying/selling companies; purchase price allocation.
National Appraisal Partners- Tom Stark, MAI,
Call 713.463.8761;
CPA Office Sharer: Window office in
Greenway Plaza public accounting suite
available for sublease. Favorable cost sharing
of common occupancy costs and operating
expenses. Receptionist and light secretarial
support included. Utilize common conference
room, break room, and file room. Obtain cost
savings on UltraTax and CheckPoint. Contact
Rick Womack at Plaza Professional Offices,
Inc. 713.621.0050.
letter is pri
Practices For Sale: Gross revenues shown:
Gulf Coast acctg and investments $420K; NW
Houston tax and acctg $184K; West Houston
tax franchises $160K and $77K; Columbus
area CPA $75K. Call 888.847.1040 x2; or
email [email protected]
Have you taken continuing education
from a nonregistered sponsor?
Are you eligible for exemption from
continuing education?
If you have attended a CPE program sponsored by a vendor who is not registered
with the Texas State Board of Public
Accountancy, you may still be able to claim
credit. Also, if you think you may be eligible for exemption from required CPE, the
State Board will review and take action on
your request. The State Board has a committee which meets quarterly to review
requests for CPE credit and exemptions. If
you need one of following request forms to
complete and return to the Texas State
Board of Public Accountancy, call the
Society office at 713.622.7733, or download
these forms online at
Request for Continuing Education
Credits from Nonregistered Sponsor of
Continuing Education
Exemption for Continuing Education
Any Way you Want It
The Houston Business Journal now available by app, PDF, digital edition and print edition and is
delivered to you any way you want it7KH+RXVWRQ%XVLQHVV-RXUQDOLV+RXVWRQ¶VOHDGLQJSXE
lication covering top business in Houston and the individuals who run them.
As a subscriber you will receive the annual Book of Lists. The Book of Lists is Houston's premier lead source for identifying Houston's top companies and executives. The book contains over
80 lists divided into vertical markets by industry and includes information such as top executives
names, title, company name, address, phone number, website, total revenue and number of emSOR\HHV,QDGGLWLRQZLWK\RXUVXEVFULSWLRQ\RXµOOUHFHLYH
x $20 off your subscription (discount already reflected)
x 2013 & 2014 Book of Lists
x As a print subscriber you will receive the digital edition complimentary.
x Unlimited access to all content at
x Unlimited access to our archives of stories and special publications
x Downloadable databases for People on the Move
Start your subscription today and start receiving the Houston business
any way you want it.
‰One Year Subscription $80
‰Three Year Subscription $180
‰Two Year Subscription $170
‰Digital One Year Subscription (60 Issues) $65
Name on Card:
Credit Card #:
Exp. Date:
___ Visa
___American Express
Call Gary Green (713) 395-9639 email [email protected]
or fax form to (713)963-0482
MARCH 2014
Questions about Houston CPA Society member benefits? Society Membership Marketing
Manager Frances St. Cyr (713.622.7733 x240 or [email protected]).
Save A Tree - Get
Your Forum Online!
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
Houston CPA Society
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
life in the business environment. And, while
dealing with all the intricacies of your individual responsibilities and the ever-changing governmental rules and regulations, the CPA's
sense of humor prevails. Purchase this book
for yourself or a fellow CPA and see how The
New Yorker helps keep the edge – or take the
arrives. Get a jump on 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; [email protected]) to indicate your preference. Add to your
Favorites for access 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
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.
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
Women's (XS – XL) sizes and are value-priced
at $45.00 (including tax).
Also available...long-sleeved blue (60% cotton/40% polyester) oxford logo shirts with
wrinkle-resistant finish which provides easy
Limited Quantity Available - Yellow Ladies
Polo Shirts with Navy Trim & Logo for $25.00
and medium blue pima cotton polo shirts in
unisex sizes for $35.00.
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; or, call
713.622.7733 for more information or to
place an order.
Member Affinity Programs Brought To You By The Membership Development Committee
Thomson Reuters'
Quickfinder Products
Handbooks, Package X, tax tables…and more!
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.
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 . You
may also log in to the Members Only section of the Society web site
at and access the Exclusive Member Benefits
page to find the Quickfinder link.
media format. CPAexcelTM students pass the CPA Exam at exceptionally high rates—and pay half the price of other leading courses.
Go to to get all
the details and order information.
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!
Looking for High Quality Self-Study Courses? Save 30% on over 150
courses on Tax, Accounting, Audit, and Tax Legislation. $294 for 12
months access to current, accurate, CCH quality courses. Try a FREE
course at or visit your Partner Page
(see below) for ordering information.
EXAM REVIEW DISCOUNT...CCH and CPAexcelTM have partnered
with the Houston CPA Society to bring a new CPA exam review course
to our soon-to-be-CPA members. CPAexcelTM delivers the knowledge
and expertise of the top team of accounting professors and review
course instructors to CPA Exam candidates in a powerful online multi-
CCH Apps for Your Mobile Devices Available at
• Tax News Highlights (Free)
• Tax Rates and Tables 2013 ($2.99)
• Applicable Federal Rates 2013 ($2.99)
• Code and Regs 2013 ($39.99)
As an Association member, you enjoy these monthly discounts:
• Up to 25% on CCH titles including the 2014 Master Tax Guide.
• An additional 15% discount on selected Books of the Month
Visit and remember to use
DISCOUNT CODE Y5457 at checkout. Go to the Current Book
Specials for the entire list of 40% off bargains.
Houston CPA Society
CCH Member Direct Partner Page
Member discount code: Y5457
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.
UPS Savings
Save up to 30% on
UPS shipping thanks
to the Houston CPA
Society (HCPAS)!
HCPAS members can save up to 30% off UPS
Express air and international shipments.
That's a significant savings over FedEx published rates!* All this with the peace of mind
that comes from using the carrier that deliv-
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 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
o Mailbox service
o Black/White & Color Copies
*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.
MARCH 2014
Stay Updated On Your Profession!
2. LinkedIn
The Houston CPA Society is now on Facebook, LinkedIn and Twitter!
If you aren't active on these websites, now is the time to get involved!
This is where you can stay connected with other Houston area CPAs.
Discussions, questions, and articles are more than welcome. LinkedIn
is the professional social network.
1. Facebook
While Facebook is a great way to keep up with personal friends and
family, it's also a fantastic networking tool. Like the Houston CPA
Society for updates on what we’re doing.!/TSCPAHouston or search "Houston CPA
Society" or
search "Houston CPA Society."
3. Twitter
If you want a go-to place for news about the Accounting profession,
follow the Society on Twitter. It's the fastest way to receive news, so
stay on top of the latest information.!/tscpahouston or search @tscpahouston.
Houston CPA Society And Social Networking…
Accountants Confidential Assistance Network
Legal Notice: All information, communications, reports received, gathered or maintained by
ACAN are strictly confidential and protected under penalty of law under Chapter 467 of the
Texas Health & Safety Code.
Jos. A. Bank Clothiers
Discount Program
The Houston CPA Society Membership
Committee provides a benefit program
exclusively for Houston CPA Society members. The committee has arranged for a
Corporate Card Program that entitles you
to 20% off regularly priced merchandise at
all Jos. A. Bank Clothiers nationwide. And,
as a preferred customer, you will receive
advance notification of sales and events.
To enroll in the Houston CPA Society /Jos.
A. Banks Program, remember Program ID
number 21035. Visit your local Jos. A.
Bank store and give this ID number, call
800.285.2265 toll-free and request your
free Corporate Program card, or email
your request to [email protected] Again, remember to indicate
the Program ID number 21035.
Elyse Turla, Editor713.622.7733 x290
Accounting Scholarship Fund
Accounting Scholarship Endowment
and CPAs Helping Schools
Saturday, February 22, 2014
6:29 to 11:00 PM
Hilton University of Houston Hotel
4800 Calhoun Road
Houston TX 77004
Honorary Co-Chairs
Steve and Hilda Goodman
(as of February 18, 2014)
CUM LAUDE ($5,000)
AIG/Mark and Alice Lee
Briggs & Veselka Co.
Barbara Carroll
David P. Donnelly
Enbridge Energy, Inc.
Fitts, Roberts & Co. P.C.
Steve and Hilda Goodman
Grant Thornton LLP
Harper & Pearson Company, P.C.
McGladrey LLP and Carol G. Warley
Shell Oil Company
Stanley and Margaret Voelkel
The David and Jean Wiley Foundation
Baker Botts L.L.P.
Robert H. Barr, Jr.
Becker CPA Review
Chamberlain, Hrdlicka, White,
Williams & Aughtry
Tom and Tina DeGeorgio
Bob and Melissa Frazier
Frierson, Solá, Simonton & Kutac, PLLC
Goodman Financial on behalf of
Fred and Mabel R Parks Foundation
Norton Rose Fulbright LLP
Pannell Kerr Forster of Texas, P.C.
Plains All American Pipeline LP
University of Houston
C.T. Bauer College of Business
Mike and Ginger Viator
Willis Group/WG Consulting
DEAN'S LIST ($1,000)
Amegy Bank of Texas, NA
The Bauer CPAs –
Nancy Mathews and Barry Wilken
Bradley D. Brown
Wade and Chelsea Egmon
EOG Resources Inc.
Forrest Law Group, P.C.
Bill and Jean Frazer
Green & McElreath
Joseph A. Hafner, Jr.
Houston Baptist University School of Business
Houston CPA Society
Jackson Walker, L.L.P.
Cindi L. Johnson P.C.
Dave and Jan Johnson
Andrew and Janelle Jones
Stephen and Trish King
LaPorte CPAs & Business Advisors
Marathon Oil
Mayer Brown, LLP
Mohle Adams
Mosbacher Energy Company
Newton, Newton, Downs & Blair, PC
Omega Protein
Opportune LLP
Personal Financial Planning Committee
Richard and Nancy Rutledge
UHY Advisors TX LLC
Weaver LLP
Whitley Penn, LLC
Reed and Janet Wood
For more information about this event, visit
MARCH 2014
Student Auxiliary
Monthly Meeting Schedule – Meetings are
held in the HCPAS Training Facility from 6:00
to 8:00 PM.
Wednesday, March 19
Friday, April 25
Friday, May 16
NEW Online Resource for Accounting
The open education site,
has recently added a comprehensive resource
for accounting students. In addition to a database of free online courses, it now features an
extensive list of blogs, open access journals,
scholarships, internships, and national organizations, all focused on the field of accounting.
Check it out at
Becker CPA Exam Review Discount
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 for details.
Computer-Based CPA Exam Testing
Window Opens
The next window for the computer-based
Uniform CPA Examination is April 1 through
May 31, 2014. There is no filing deadline.
Candidates may schedule and take each section of the CPA Exam only once during a testing window.
Volunteer Income
Tax Assistance
The Houston CPA Society will once again
sponsor a VITA site on Saturdays during tax
season at the University of Houston Main
Campus to assist foreign students with their
tax returns. Training will be from 9:00-10:00
AM on Saturday, March 9, 2013, followed by a
tax return assistance session until 2:00 PM.
The CPA Examination is currently comprised
of four sections.
Auditing & Attestation
Business Environment & Concepts
Financial Accounting & Reporting
Uniform CPA Examination Updates
Content Specification Outlines (CSO) and
Skill Specification Outlines (SSO) changes
effective January 1, 2014 have been published on the AICPA web site at 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.
AICPA Offers Tips for CPA Exam
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 (
CPA Exam 2013 Q1/Q2 Score Release
AICPA has posted the U.S. CPA Exam score
release timelines in response to overwhelming
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
listed in the table posted to AICPA Insights
blog at
Tax return assistance will be from 10:00 AM to
2:00 PM each of the additional five Saturdays
scheduled. For those of you who volunteered
last year, we would appreciate your assistance
again in 2014 and for those of you who are
volunteering for the first time, welcome and
To volunteer, please contact Judith Butcher at
the Society office (713.622.7733 x260; [email protected]) or complete and return
the volunteer form on page 2. Soft drinks and
water will be provided each Saturday and volunteers will again receive a $30 CPE voucher
for each Saturday they work.
Check Out The Student Section On
As a student or candidate member, TSCPA has
a variety of resources available for you which
can be found in one central location. The
Student section on 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!
Accounting Scholarship
will wisely invest your gift in the future of
our profession.
Visit the Resources > Sharing the Legacy
page at to find out
more and/or to make a contribution.
CPAs Helping Schools
It's Grant Season for CHS
Jack Fields Elementary School (Humble ISD) received a CHS grant for
their Mid-Summer Magic of Reading program. Holding the "big check"
are (l to r) Melinda Butler, Academic Lead Teacher (literacy coach),
Gail Neely, CHS volunteer, and Karen Weeks, Principal.
(l to r) Heather Grosso, teacher; Lori Frodine, Principal and Susan
Shafer, Librarian, of Parker Elementary (HISD) were presented a CHS
grant for a Guided Reading Library by CHS member Tonja Rodriguez.
Cooper Elementary (Spring ISD) was the recipient of a CHS grant for
the after school Ninja Writing Program. (center) PE Coach Dietrich
Jones accepted the check from CHS volunteer Gail Neely.
(l to r) Courtney Hudgins, Career and Technology Director, Buck
Wenglar, High School Principal, and Laura Kubena, Accounting
Teacher accepted a CHS grant from Paul Vanek, Vice President
Houston CPA Society. East Bernard High School (East Bernard ISD)
will use the grant for new textbooks and online automated accounting
simulators. The new textbooks will be a welcome addition to the
Accounting I class. The current textbooks are over ten years old and
are very outdated. Laura Kubena via email: "On behalf of East Bernard
High School and the Accounting I class, we would like to send out our
sincere appreciation to the Houston CPA Society for this generous
CHS volunteer Gary Hoffman presented Scott Collegiate Academy
(Galveston ISD) with a CHS grant for its Scott Saturday Superstars
tutoring program. Accepting the check were Debra Owens, Principal,
and Robert Balshaw, teacher in charge of the Superstars.
MARCH 2014
Now is YOUR Time:
“Character, Competence, Consistency, Cooperation, Courtesy”
Please take a form, identify one (or more) employees who provided excellent service to you or your
clients, and complete & return the form(s) to the RTA Committee - it’s that simple.
Your kind gesture will be remembered by those who receive the awards.
Thank you for taking the time to demonstrate to the Taxing Authorities that you value your relationship with
them, are pleased with their service, respect their integrity, and care enough to show your appreciation.
It’s Ɵme again for the Excellent Service Award
NominaƟons. Each year the RelaƟons with
Taxing AuthoriƟes CommiƩee (RTA) recognizes
the Taxing Agency employees who have
provided excellent service to the local CPA
If you, or your clients, have received such service
in the recent past and believe the employee
worthy of our “5 Cs” special recogniƟon, please
return this form to:
RelaƟons with Taxing AuthoriƟes CommiƩee
c/o Houston CPA Society
777 Post Oak Blvd #500
Houston, TX 77056
Fax (713) 622-0522
Your nominaƟon will help moƟvate all taxing agency
employees by reminding them that their superior
work is appreciated. NominaƟons are reviewed by
RTA CommiƩee members and authorized by
management of the taxing agency.
The employees will be recognized at the
Society’s Year-End Awards and RecogniƟon program
on May 14, 2014 at Braeburn Country Club.
Please complete and return this form
by March 13, 2014
If you have any quesƟons regarding the awards,
contact Carla Sanders, Staī Assistant
(713) 622-7733 X 310 or [email protected]
Name/Title of Nominee:
F Harris County Appraisal District
FHarris County Tax Office
FGalveston County Tax Office
FInternal Revenue Service
F Social Security Administration
F State Comptroller
FOther taxing agency __________________
Nominee information:
Office Location/Address:
Nominated by:
Please attach a brief explanation of why this service deserves recognition.
Houston CPA Society
Houston TSCPA Foundation
Houston, Texas
Permit No. 7165
A Chapter of the Texas Society of CPAs
777 Post Oak Blvd, Suite 500
Houston, TX 77056-3212
Date Taken
Preferred Forum delivery: ______Email Only ______Mail Only ______Both
Business Change
Residential Change
New Firm
New Address
New Address
New Phone
New Phone
Email Address
New Fax
New Employer
Working in Residence
Firm ID #
Name Change only
Return to the Chapter office by Fax (713.622.3327) or mail (777 Post Oak Boulevard, Suite 500, Houston 77056-3212).