RSVP to Stephen Eldridge at
seldridge@atacpa.net or 731/427-8571 by noon on Friday, May 9.
President's Message
Chapter Members,
Spring is here and busy season is all but a memory.
I would like to congratulate our new officers that were elected at our
annual meeting in March. The new officers for the 2008-2009 year are Bob
Cozart (president), Stephen Eldridge (vice president) and Paul Anderson
(secretary/treasurer). The group has already met and they are planning some
really exciting new things for the upcoming year. They welcome participation
and suggestions from all members.
Our next meeting will be on May 13 at Old English Inn in Jackson. Dinner
will begin at 5:30 p.m. Maura Cunningham with Capital Financial Group, LLC
will present a program entitled "Business Continuation Planning." Our May
meeting is being sponsored by Capital Financial Group, LLC.
Our June meeting will be on June 10 at Premier Place in Jackson. Dinner will
begin at 5:30 p.m. Dennis Dycus, CFE, CPA, of Nashville will be our guest
speaker. Dennis is presently serving as the director of the Division of
Municipal Audit for the Office of the Comptroller of the Treasury of
Tennessee. The topic will be "Identity Theft and how it Affects CPAs." The
June meeting will qualify for one hour of CPE.
Our July meeting will be on July 22 at a location to be announced. The
meeting will be led by Jim Myers, CPA of Knoxville. He will provide a
four-hour Compilation and Review Update and a four-hour Ethics program. Jim
is co-author of the TSCPA ethics CPE program and he is an excellent speaker
in this area.
Also, please remember that the 78th Annual TSCPA Convention and Educational
Conference will be held July 16 - 18 at the Franklin Cool Springs Marriott
in Franklin. Please make reservations as soon as possible. I look forward to
seeing everyone there.
Please mark your calendars for these upcoming events. Your participation in
the chapter is key to the success of the chapter.
As always if you have any suggestions, comments or questions feel free to
contact Bob, Stephen or myself. All ideas are welcome.
Best regards,
Dan Walker
TSCPA Online Dues
Payment Now Available
If you have not paid your 2008-09 dues,
access our online dues renewal system by clicking on the yellow
button.
If you have any
questions about membership renewal, please contact the society office
at 1-800/762-0272 or e-mail us at
tscpa@tscpa.com.
Thank you for your
commitment to TSCPA and the CPA profession! We look forward to serving
you in 2007-08.
CPE Speaker
Maura Cunningham has been in the
financial services industry for more than 25 years. Early in her career
she was on Wall Street, where she participated in the creation and delivery
of syndicated Unit Investment Trust (UIT) Funds, which were made up of
various investment vehicles including equities, bonds and derivatives.
During her final years in New York, she was on the Government Securities
trading desk with Merrill Lynch Capital Markets.
From 1995 to 2006, she had a planning practice with Lincoln Financial
Advisors, LFA, a nationally recognized financial planning organization with
a distinguished history dating back 50 years. In 2006, she affiliated her
practice with Capital Financial Group, LLC. CFG provides comprehensive
financial advice which includes customized estate, business succession,
investment and retirement planning.
A substantial part of Cunningham's practice involves counseling clients on
the proper planning of their estates. She has been involved in structuring a
wide variety of transactions designed to minimize estate and gift taxes for
clients in the context of providing the desired distribution to
beneficiaries. Her estate planning clientele has included individuals with a
net worth of up to and in excess of $100 million, business owners, retirees
and charitable organizations.
May Meeting Sponsored By:
TSCPA Scholarship
Application Deadline Now Approaching!
The
Tennessee Society of Certified Public Accountants is pleased to
announce the availability of scholarships to students who have
completed introductory courses in accounting and/or students majoring
in accounting. Last year, the society awarded 139 scholarships
totaling $135,000. To be eligible, students must be U.S. citizens,
legal residents of Tennessee and attending a Tennessee school full
time.
For more information on the TSCPA scholarship program, please contact
Wendy Garvin at
wgarvin@tscpa.com or
1-800/762-0272.
UT Martin Hosts
Financial Fitness Day
UT Martin hosted a
Financial Fitness day on April 21. A booth was set up on
campus, and TSCPA members were available to answer any financial questions
from students and offer advice about investing for wealth, using credit
cards wisely, managing income and other topics.
Pictured above are Tom Payne, Dunagan Chair of Excellence in Banking and
Interim Chair of the Accounting, Economics, Finance and Int’l Business
Dept., Anthony Rodriquez, student, Trent Duncan, Alexander Thompson Arnold, Nathan Woods, student
and newly elected president of IMA, UT Martin chapter, Brad Taylor, student
and Kenneth Van Vuren, Accounting professor.
TSCPA Member Benefit
Whether
you’ve got an important interview coming up or you’re just looking to
update your wardrobe, JoS. A. Bank Clothiers offers TSCPA members a 20
percent discount on all regularly-priced merchandise (sale items
excluded). This discount is valid for in-store, catalog and Internet
orders. JoS. A. Bank Clothiers specializes in professional, corporate
casual and casual men's clothing.
To receive your free corporate card, simply visit the JoS. A. Bank store
near you, show proof of association with TSCPA and request the corporate
card, or call their toll-free catalog number at 1-800/285-2265 or e-mail a
request to corporatecard@jos-a-bank.com. Remember to mention the TSCPA
corporate company number, 140768, when applying for the card.
*
Courses also available as a webcast to view from your home or office
computer. Visit
http://www.cpalearn.com/tcpa/catalog.asp for a full listing of
webcasts and to register.
Conference
highlights:Audit Risk Standards,
GASB Update, Introduction to Governmental Accounting and
Reporting, Single Audit - Trying to Get it Right, Pollution
Remediation, Detecting Fraud in Schools, Issues in Not-for-Profit
Accounting
Click
here for schedule and
registration information.
Conference
highlights:
Ethics, Dealing with
Difficult People, Deadly Enterprise, Management Strategies that Get
Results, "Auditing" Your Personal Financial Plan, A&A Update, Tax Update, Business
Development for Accountants
Click
here for schedule and registration information.
2007 - 2008 West
Tennessee Chapter Officers
Daniel H. Walker
President 26 Security Drive
Jackson, TN 38305
731/668-7070 dan.walker@horne-llp.com
Robert K. Cozart Jr., CPA
President- Elect 29 North Lafayette
Brownsville, TN 38012
731/772-2273 bobcozart@bellsouth.net
Stephen M. Eldridge
Secretary/Treasurer 227 Oil Well Rd.
Jackson, TN 38305
731/427-8571 seldridge@atacpa.net
This
message is provided courtesy of the West Tennessee Chapter of the Tennessee
Society of CPAs. You (or someone using your e-mail address) are a member of
the TSCPA and have asked to receive chapter newsletters by e-mail. If you
prefer to receive your newsletter via mail,
click here - and the next issue will be
mailed to you. Please contact
TSCPA at
chapters@tscpa.com if you wish this to go to another address.
This Web page is provided courtesy
of the West Tennessee Chapter of the Tennessee Society of CPAs.
Maura Cunningham has been in the
financial services industry for more than 25 years. Early in her career
she was on Wall Street, where she participated in the creation and delivery
of syndicated Unit Investment Trust (UIT) Funds, which were made up of
various investment vehicles including equities, bonds and derivatives.
During her final years in New York, she was on the Government Securities
trading desk with Merrill Lynch Capital Markets. 
The
Tennessee Society of Certified Public Accountants is pleased to
announce the availability of scholarships to students who have
completed introductory courses in accounting and/or students majoring
in accounting. Last year, the society awarded 139 scholarships
totaling $135,000. To be eligible, students must be U.S. citizens,
legal residents of Tennessee and attending a Tennessee school full
time. 
Whether
you’ve got an important interview coming up or you’re just looking to
update your wardrobe, JoS. A. Bank Clothiers offers TSCPA members a 20
percent discount on all regularly-priced merchandise (sale items
excluded). This discount is valid for in-store, catalog and Internet
orders. JoS. A. Bank Clothiers specializes in professional, corporate
casual and casual men's clothing.
