Whitley Penn Talks: Recent Episodes
Whitley Penn
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
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A great idea is often the launch pad for a successful business, but what three things do founders need to help their business really take off? In this new episode of WP Cares, Emily Landry sits down with Bill Chinn, CEO of The DEC Network in Dallas and Fort Worth, to discuss the challenges entrepreneurs face as they launch and grow their businesses. From securing early-stage investment to navigating new technologies like AI, Bill shares why founders often benefit most from strong connections, collaboration, and capital.
Whether you're an entrepreneur, business leader, nonprofit professional, or community advocate, this conversation offers insights into what it takes to build sustainable growth and strengthen your local community.
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Owner relations can be one of the most important aspects of royalty ownership, and also one of the most difficult to navigate. In this episode of A Crude Bit of Humor, Buffie Campbell is joined by Emily Glass, Whitley Penn Mineral Management Manager. As a fifth-generation mineral owner, Emily shares her first-hand advice on how royalty owners can effectively communicate with operators, navigate ownership changes and acquisitions, track down the right contacts, and avoid common pitfalls when seeking information. We also explore how technology is transforming owner relations and share real-world insights on building productive relationships that help owners get the answers they need.
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In this episode of Whitley Penn Talks, host Emily Landry sits down with Kelsey Dahlke, Director of Education, and Jessica Walsh, VP of Development at Casa Mañana, to explore the powerful combination of theatre, education, and community in Fort Worth.
They explore how Casa Mañana’s three pillars - professional productions, youth education programs, and community initiatives - inspire creativity, encourage personal growth, and build the next generation of artists and audiences. Tune in to learn how Casa Mañana continues to evolve as a “house of tomorrow,” and why community support plays a critical role in keeping live theatre thriving.
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In this episode of Whitley Penn Talks, host Emily Landry is joined by Dr. Paul Bowman, longtime pediatric oncologist and co-chair of Leukemia Texas, who shares clear and hopeful insights on what leukemia is and how far treatment for the disease has come. Alongside him, Ashley Oviedo opens up about her daughter, Perry's, diagnosis, offering an honest and emotional look at the fear, uncertainty, and strength that define a family’s journey through cancer.
Together, they highlight the critical role organizations like Leukemia Texas play in supporting families medically, financially, and emotionally through their most challenging times. From the first signs of illness to the importance of accepting help and holding onto hope, this conversation is a reminder that no one should fight cancer alone.
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In this episode of Whitley Penn Talks, host Kendall Neukomm is joined by Jolee Patnaude, Revenue Cycle Management Advisory Director at Whitley Penn, and Casey Gage, Finance Specialist at Eunice Health Clinic. They explore the impact of documentation gaps on patient care and reimbursement, common audit findings, including undercoding, how AI and ambient listening tools are transforming clinical documentation, and more. Whether you're a healthcare provider, administrator, or finance leader, this episode offers actionable strategies to improve documentation gaps, operational performance, and your patients' experience.
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In this episode of Whitley Penn Talks, WPCares series host Emily Landry speaks with Helena L. Banks, CEO of Our Friends Place, about empowering young women experiencing homelessness to build stable, independent futures. The conversation highlights how education, employment, and community support create lasting change. Helena shares the organization’s mission, its residential and SOAR programs, and what empowerment looks like in daily practice.
A powerful story brings the impact to life, showing how consistent support can help young women move toward true independence. The episode is both inspiring and grounded in real impact.
Key Takeaways
- How Our Friends Place supports young women through education, work, and essential life skills
- Why small, daily decisions play an important role in long‑term stability
- A real story of resilience that shows what empowerment looks like in practice
- How youth homelessness often looks different than people expect
Why Listen?
This episode is for anyone interested in nonprofit impact, community support, or youth empowerment. You will gain insight into how trauma‑informed, accountability‑based programs support lasting growth and why long-term empowerment matters more than quick solutions. Helena’s stories offer a meaningful reminder of how care, consistency, and community investment can shape a young woman’s future.
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In this episode of Whitley Penn Talks, host Kendall Neukomm sits down with Buffie Campbell and Jim Bradbury, Partner at James D. Bradbury, PLLC to explore the rapid rise of produced water as a new asset class in Texas. What was once viewed as a waste byproduct of oil and gas operations is now gaining attention from landowners, investors, and policymakers. The conversation breaks down how legal rulings, water scarcity, and advancing technology are reshaping ownership, value, and opportunity around produced water. Together, they explain why this topic now extends far beyond the oil and gas industry. The episode offers an overview of where the market stands today and where it may be headed next.
Key Takeaways
- How produced water has evolved from a disposal cost into a valuable commodity
- What the Texas Supreme Court ruling clarified about ownership and lease language
- Why agriculture, municipalities, and data centers are eyeing produced water as a resource
- How private equity and new technology are accelerating growth in this space
Why Listen?
This episode is for landowners, mineral owners, investors, and advisors looking to understand a fast-emerging opportunity in Texas. Listeners will gain clarity on recent legal changes, practical implications for leases, and why produced water is attracting significant capital. The discussion makes a complex topic accessible while highlighting real financial and strategic considerations. It is a forward-looking conversation that helps listeners think differently about resources and value.
Read the related insight here.
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With tax season well underway, Kendall Neukomm sits down with Whitley Penn Tax Partners Jon P. Karp and Kristen L. Sayegh to break down the most impactful changes shaping 2026 filings. They discuss key developments shaping 2026 tax filings, including updates related to deductions, tip and overtime income, State and Local Tax (SALT) limits, and retirement planning, drawing on observations from current tax returns this season.
The discussion also covers notable business-related updates, such as bonus depreciation and interest deduction changes, and how these provisions may factor into tax planning considerations. It’s a focused, practical conversation designed to help listeners better understand the tax topics most relevant this year and consider planning considerations moving forward.
Key Takeaways
- How changes to standard deductions, tip and overtime taxation, senior deductions, and SALT limits are appearing in 2026 tax returns
- Why income phase‑outs are limiting the benefit of certain widely discussed deductions
- How grouping and timing strategies may influence the use of itemized deductions versus the standard deduction
- The role updated retirement plan limits play in long‑term planning considerations, including Roth strategies and qualified charitable distributions
- Why business-side changes, such as bonus depreciation, R&D expensing, and 163(j) adjustments, may factor into tax planning discussions this year
Why Listen?
This episode is ideal for individuals and businesses seeking a clear, concise overview of the most relevant 2026 tax changes. Jon and Kristen translate complex legislation into straightforward insights based on their current work with clients. Listeners will gain perspective on which deductions may be most relevant this year, where potential surprises can arise, and how proactive planning may factor into year‑round tax considerations.
Register for our 2026 Employee Benefit Plan Webinar here.
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Day 1 Bags began as a small Eagle Scout project and has grown into a statewide effort bringing dignity to youth transitioning through the foster care system. In this episode of Whitley Penn Talks, host Emily Landry speaks with founder Hunter Beaton and Whitley Penn partner Alan Rich about the personal experiences that sparked the organization and the community partnerships that fuel it today. The conversation highlights the role of volunteers, local engagement, and the Whitley Penn Philanthropic Fund in expanding these efforts across Texas.
Key Takeaways
- How an Eagle Scout project became a national effort delivering over 260,000 bags to youth in 47 states
- A look at the dignity‑centered programs that support children from early childhood through high school graduation
- Why community volunteers (quilters, partners, and local organizations) play a vital role in meeting foster youth needs
- How philanthropic support helps expand Day One Bags' reach, particularly during graduation and adoption seasons
Why Listen?
This episode offers a clear, heartfelt look at how focused community support can meaningfully impact foster youth across Texas. Listeners will hear practical examples of programs that restore dignity, stories that reveal real gaps in the system, and insights into how nonprofits and partners work together to fill them.
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Adults with intellectual and developmental disabilities deserve a community where they can live, learn, and thrive.In this Whitley Penn Talks episode of our Whitley Penn Cares series, we introduce New Danville, a unique ranch style community in the Houston area that provides affordable housing, life skills training, and meaningful connection for adults who have aged out of the school system. From major campus expansion to a now famous chicken coop, this conversation highlights the impact of creating opportunity and independence with dignity.
Key Takeaways
- How a napkin sketch turned into a thriving 42‑acre community for adults with intellectual disabilities
- A behind‑the‑scenes look at New Danville’s classes, animal programs, and stories of growing independence
- Why demand for these communities is rising and how the Whitley Penn Philanthropic Fund helps power these programs
- The beloved chicken coop story that highlights creativity, joy, and community support
Why Listen
If you care about nonprofit impact and community support, this episode shows how a mission driven organization creates real outcomes for adults with intellectual disabilities. You will hear practical examples of scalable programs, powerful stories of independence, and how strategic funding helps organizations grow. It is an inspiring look at what effective, community centered work truly delivers.
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In this episode of our WPCares series, host Emily Landry sits down with Jake Smith and Stephen O’Dell, President and Vice President of Neighbors Eden Project in Midland Texas. Their organization is one of the first recipients of a grant from the Whitley Penn Philanthropic Fund. What started as a family outing inspired by YouTube lawn care videos has grown into a grassroots nonprofit making a meaningful impact across Midland, Texas.
Check out episode #1 of the series now: https://www.whitleypenn.com/2025/10/23/whitley-penn-talks-inside-the-whitley-penn-philanthropic-fund/
Topics Discussed:
- Grassroots launch of Neighbors Eden Project in April 2024
- Day in the life of a weekly volunteer sessions fostering community, friendship, and impact
- What are Neighbors Eden Project using the sum of money from the Whitley Penn Philanthropic Fund on?
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Join Whitley Penn’s healthcare leaders as they recap key takeaways from our recent Dallas Healthcare Conference. In this episode, we dive into the biggest challenges facing the industry, workforce shortages, AI adoption and security, compliance crackdowns, and succession planning for private practices. Learn how these trends will shape healthcare in 2026 and what you can do to stay ahead.
Read Jolee's white paper now: https://www.whitleypenn.com/healthcare-fraud-takedown-2025-gated/
Highlighted Topics:
- Key insights from panels on revenue cycle management, compliance, and leadership trends
- Top Industry Challenges for 2026
- Compliance & AI Impact
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Artificial Intelligence is transforming the energy industry and we’re just scratching the surface. In this Whitley Penn Talks episode of our series A Crude Bit of Humor, we dive deep into how AI is accelerating innovation, reshaping workflows, and creating new opportunities for operators and owners alike. From regulatory data automation to proactive dashboards, our conversation explores what’s possible today and what’s coming next.
Key Takeaways:
- Why the timeline from idea to execution is shrinking thanks to AI
- How leadership attitudes impact adoption in the energy industry
- The role of data as a commodity and its implications for future operations
- Security and compliance challenges in AI-driven mineral management
- What proactive dashboards and intelligent systems mean for risk mitigation
Why Listen?
If you’re in the energy industry and wondering how AI can streamline operations, improve owner relations, and reduce costs, this episode is packed with practical insights and forward-thinking ideas. Our guests share real-world examples and predictions that will help you prepare for what’s next.
Don't miss Part 1 of this series - Tune in here.
Listen now on YouTube, Spotify, or Apple Podcasts, and subscribe for future episodes of Whitley Penn Talks. For more resources, visit whitleypenn.com/podcast
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Artificial Intelligence (AI) is no longer a distant concept. It’s starting to reshape entire industries. In this episode of our series ‘A Crude Bit of Humor’, we dive into how AI is influencing the energy sector, workforce dynamics, and business strategy. Hosted by Kendall Neukomm with guests Buffy Campbell, Coby Nathanson, and Jeff Chambers, CEO of MineralAnswers.com, this conversation explores the opportunities and challenges AI brings to hiring, training, and operational efficiency. If you’re in energy, technology, or business leadership, this episode offers actionable insights on leveraging AI for growth. From personalized education to risk mitigation and automation, discover how to stay ahead in a rapidly evolving landscape.
Tune in now to discover:
- How AI is changing the job market and why adaptability matters
- The role of AI in accelerating learning and onboarding
- Practical examples of AI in energy operations and customer service
- Why disruption means opportunity for businesses and professionals
Catch up on episode #1 here: https://youtu.be/gHWGJS-cOEk
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In this special announcement episode, host Kendall Jones Neukomm is joined by Toby Cotton and Emily Landry to explore the heart behind the Whitley Penn Philanthropic Fund. From its founding vision to the impact of its first grant cycle, the conversation highlights how Whitley Penn employees and partners are coming together to serve communities across Texas.
Emily shares stories from the first round of grant recipients and the astonishing impact of $63,000 to flood relief efforts in Kerrville in response to the July 4th tragedy. Toby reflects on how the fund aligns with Whitley Penn’s core values of service and stewardship, emphasizing that client service is deeply embedded in the firm’s DNA. He shares that this commitment naturally extends to community involvement, and that the fund gives employees and partners a meaningful way to give back, whether through financial contributions, volunteering, or leadership in local organizations.
Topics Discussed:
- Origin and mission of the Whitley Penn Philanthropic Fund
- Stories of impact from spring grant recipients
- How employees get involved
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Check out Part 1 here: https://youtu.be/bFeOW8FSZGg
In this episode, host Kendall Neukomm reconnects with the WPWealth team, this time bringing on managers Brandon Russ and Tyler Ayres for a thoughtful conversation on the evolving financial landscape. Building on her discussion with WPWealth Partners, Bill Weston and Shane Miller in April, the trio explores how recent developments in shifting tariffs and interest rate changes are impacting both businesses and individuals. With practical advice and real-world examples, the group offer insights to help you navigate uncertainty, make informed decisions, and plan for the future with confidence.
Topics discussed:
- Tariff impacts on small businesses and consumer pricing
- Federal Reserve rate cuts and debt management strategies
- Smart spending habits and long-term financial planning
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In this episode, host Emily Landry chats with Chris Fuller-Wigg, Co-founder of Austin Farm Sanctuary, about how rescuing two goats turned into a full-blown mission to save farm animals across the country. Chris shares heartwarming (and sometimes hilarious) stories of the animals they’ve saved, the wild ride of running a nonprofit, and how the sanctuary is helping people see animals in a whole new light. As a part of our Whitley Penn Cares series, trust us, you don’t want to miss this one.
Topics Discussed:
- The origin story of Austin Farm Sanctuary and its first rescue
- Their collaboration with Texas A&M’s vet team to care for rescued animals
- How the sanctuary helps people connect with animals and spark empathy
Connect with the speakers here: https://www.whitleypenn.com/wp-talks-podcast/untold-stories-of-austins-rescued-residents/
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In this debut episode of 'A Crude Bit of Humor', host Kendall Jones Neukomm kicks off a new energy-focused short series with guests Buffie Campbell, Advisory Managing Director of Mineral Management, and Coby Nathanson, Advisory Senior Manager of Land Administration. Together, they dive into the dynamic world of oil, gas, and mineral rights with wit, insight, and a few unexpected laughs.
From Jurassic Park analogies to eBay mineral deals, the trio explores:
- The current state of the energy M&A market
- The impact of AI and automation on land and mineral management
- Misconceptions about mineral rights (spoiler: it’s not just mailbox money)
- Strategic shifts in mineral acquisitions and private equity’s growing role
- A wild story of a West Texas goldmine bought on eBay
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Are you a student planning to become a CPA? An educator shaping tomorrow’s accounting leaders? Or a professional navigating a shifting talent landscape?
What if the rules just changed and your journey, your curriculum, or your hiring strategy could look completely different?
In this episode of Whitley Penn Talks, host Kendall Jones Neukomm is joined by Valerie King, Associate Director of Early Talent at Whitley Penn, and Kirsten Cook, Director of the Lyons School of Accounting at Texas Tech University, to explore the new reality of CPA licensure in Texas following the passage of Senate Bill 262.
Building on a previous episode featuring policymakers, this conversation shifts to the educator and employer perspectives. Kirsten shares how SB 262, introducing an alternative pathway to CPA certification, could reshape accounting education, curriculum design, and student decision-making. Valerie offers a boots-on-the-ground view from college campuses, discussing how students are responding and what firms are considering as they adapt to the new reality.
Whether you're a student, educator, or employer, this episode offers valuable insights into how Texas is reimagining the path to becoming a CPA and what it means for the future of the profession.
Together, they unpack:
- What SB 262 entails and its implementation timeline
- The challenges and opportunities for universities and firms
- Concerns around maintaining rigor and CPA exam readiness
- The potential long-term impact on the accounting talent pipeline
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Nonprofits today face growing challenges, from funding uncertainty and increased competition with for-profit providers to shifting school demographics and economic pressures. In this episode of Whitley Penn Talks, host Emily Landry speaks with Jason Ray, CEO of Clayton Youth Enrichment, about how the organization is navigating these changes while continuing to serve thousands of children across North Texas. Learn how their innovative life skills curriculum, ClaytonQuest, is preparing kids for great lives and how you can support their mission by attending the upcoming Courage to Climb 70s-themed anniversary celebration.
Topics Discussed:
- How nonprofits are navigating a rapidly changing landscape with funding uncertainty
- Clayton Youth's mission and how empathy and life skills are central to youth development
- With federal funding in limbo and scholarship resources stretched thin, community support is more vital than ever
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In this episode, host Kendall Jones-Neukomm is joined by risk advisory and cybersecurity professionals Jesus Vega and John Williamson to break down Texas Senate Bill 2610, a transformative new law that introduces a “safe harbor” for small and mid-sized businesses in the event of a data breach.
With Texas SB 2610 taking effect on September 1, 2025, this conversation explores how businesses can proactively protect themselves from punitive damages, reduce insurance costs, and build a stronger cybersecurity culture. Whether you're a business owner, CFO, or IT leader, this episode offers actionable insights to help you navigate the new legal landscape and turn compliance into a strategic advantage.
Register for our webinar here: https://web.cvent.com/event/C2965E09-C0DD-4B14-A6A1-73CA1F7E2185/regProcessStep1
Topics Discussed:
- Understanding what the law entails and why it matters for Texas businesses
- How adopting recognized cybersecurity compliance frameworks can shield companies from exemplary legal damages
- Tailored requirements for businesses with under 250 employees
- How SB 2610 can strategically reduce risk, lower costs, and improve reputation
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In this episode, host Kendall Jones is joined by Emily Landry from Whitley Penn, along with Jennifer Treviño, Executive Director of Leadership Fort Worth, to explore the current economic climate and its impact on the nonprofit sector.
Together, they discuss the mission behind Whitley Penn’s upcoming Nonprofit Conference in Fort Worth, the leadership programs shaping future changemakers, and the trends influencing the future of nonprofit work.
- The inspiration and goals behind the August 26th Nonprofit Conference
- Insights into Leadership Fort Worth’s programs and community impact
- Reflections on collaboration and resilience from the “Leadership Outlook: From the Mayor’s Desk” event
- Predictions for the future of nonprofits in a shifting economic and social landscape
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In this episode, Kendall Jones is joined by Katherine Kirk and Texas State Representative Brooks Landgraf to discuss Texas Senate Bill 262 and 522, two recent legislative efforts aimed at modernizing CPA standards and improving mobility in Texas. Listeners will gain valuable insights and practical perspectives on how young accounting professionals can adapt to these changes and how firms are positioning for long-term success.
In this episode, you’ll learn:
- What Texas Senate Bill 262 and 522 propose and why they were created
- Insights into the legislative process of creating these two bills
- How these bills aim to address challenges in the Texas accounting industry
- What these changes could mean for your hiring, education, and compliance strategies
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In this episode, we sit down with Kelly Carroll, ESL Coordinator at Stonegate Fellowship Church, to learn the story behind Stonegate’s mission to empower their community through faith and education. Kelly shares her passion for Stonegate’s ESL program and how it has helped unite the community of Midland and given individuals the confidence to pursue new opportunities. This conversation highlights how Stonegate is nurturing both spiritual and personal growth through the power of education. This special non-profit focused episode is guest-hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series.
Topics Discussed:
- How Stonegate is uniting the community of Midland, TX
- Advice on how to navigate challenges within Nonprofits
- How you can get involved at Stonegate’s ESL Program
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In this episode, Kendall Jones is joined by Jon Karp and Kristen Sayegh to discuss the tax updates under the new administration, status of the Big Beautiful Bill, and their impact on individuals and organizations. Listeners will gain valuable insights and practical advice on navigating these changes when the senate decides what will happen to the bill, and ensuring your organization is well-prepared for the future.
Topics Discussed:
Latest developments on the One Big Beautiful Bill Act
Potential impacts of Medicaid cuts and a raised debt ceiling
Intra-party tensions shaping the bill’s progress
Sign up for tax alerts here: https://share.hsforms.com/1zI6CftghSQSEWVOBdrmBXQblr63
**Disclaimer: In this episode, we incorrectly state that a bill passes with 50% of the vote. The correct requirement is over 50%, or a simple majority. We apologize for the error.
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In this episode, we sit down with Autumn Vest, Executive Director of Midland Shared Spaces (MSS), to learn the story behind how this dynamic organization has been powering nonprofits since 2014.This special non-profit focused episode is guest hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series. In this episode, we hear about Autumn’s early passion for service to housing 12+ orgs with full admin and IT support at MSS. This empowering conversation shows how their team is redefining what shared impact looks like in your community.
Topics Discussed:
- How deep collaboration is rooted in their mission
- How MSS is supporting nonprofits in Midland, TX
- A sneak peek at their July community social
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In this episode, we sit down with Cassie Walker, President of CREW Fort Worth, to explore how this dynamic organization is empowering women in commercial real estate. Hosted by Emily Landry, this conversation dives into Cassie’s journey to CREW, the organization’s 40-year history, and the strategic vision shaping its future. Whether you're new to the corporate real estate industry or looking to expand your network, this episode offers inspiration and actionable steps to get involved.
Topics Discussed:
- Cassie Walker’s Career Journey and the Power of Community in CREW Fort Worth
- CREW Fort Worth’s Strategic Plan and 40-Year Legacy of Women Supporting Women
- How to Get Involved Locally and Globally Through CREW Network
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In this episode, we jump into the recent updates around the Health Care PRICE Transparency Act bill that provides statutory authority for requirements for hospitals and health insurance plans to disclose certain information about the costs for items and services. Our guests, Jolee Patnaude and Jon Karp join together to keep you informed what this bill means for hospitals as well as individuals with healthcare insurance across the United States.
Topics Discussed:
- Timeline and background of this bill, beginning in 2019
- Insights on what compliance under this bill looks like for hospitals
- What this bill means for everyday consumers with medical insurance and how to benefit from new clear pricing information
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Welcome to the newly rebranded Whitley Penn Talks! When listeners tune into Whitley Penn Talks, they will gain valuable insights from industry experts, stay informed on the latest trends in accounting and business strategy, and receive actionable advice to help them make confident, informed decisions for their businesses.
In this episode, we dive into the latest stock market updates and analyze recent trends that are shaping the financial landscape as we are four months into our new government administration. Our guests, WP Wealth, partners Bill Weston and Shane Miller will provide actionable insights and strategies to help you navigate these turbulent times and make informed decisions as investors and business leaders.
Topics Discussed:
- Latest Stock Market Updates and Investor Response Trends
- Impact of Recent Tariff Changes and Their Implications on Global Trade
- Actionable Insights and Strategies for Businesses Facing Supply Chain Issues and Individual Investors at All Stages of Life
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Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the Permian Strategic Partnership (PSP). PSP is a coalition of 28 leading energy companies and higher education institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas communities. Tune in to learn how PSP is making a difference in the 22 counties of the Permian Basin in 2025 with their new HERO trucks and more.
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Join host, John Yeager, of Whitley Penn as he welcomes back Raymond Dinunzio from TOS to the family office series. In this episode, they explore real-life projects with various family offices to address and overcome their technology challenges.
Key Points of Conversation:
- Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.
- Outsourcing vs. Headcount: Explore the debate between adopting outsourcing solutions versus increasing headcount, and why it's crucial to view family offices differently rather than equating new technology with more staff.
- Outcome-Driven Approaches: Learn about the importance of Whitley Penn and TOS's outcome-driven strategies, focusing on creating faster, more efficient offices. Various case studies are shared to illustrate how these approaches lead to better investment decisions and cleaner data.
If you have not already, catchup on the previous episodes of the series and Ray's last conversation around Family Offices with John here: Podcast - Whitleypenn
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Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from TOS. In this episode, Ray discusses his path to joining TOS and the story behind the company's mission.
Key Points of Conversation:
- Insights on the Family Office Industry: They discuss the unique challenges and opportunities in the family office sector, highlighting that there is no one-size-fits-all blueprint for success.
- Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require outsourced technologies and professional services.
- Technology Solutions for Family Offices: Learn about Ray's projects with clients, focusing on creating economical data-structured environments and implementing standard processes to solve common issues.
If you have not already, catchup on the previous episodes of the series here: Podcast - Whitleypenn
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Join host Emily Landry, as she talks with Anna Heil, Managing Director of the American Warrior Association (AWA) in Fort Worth. The AWA is a faith-driven nonprofit dedicated to healing moral injury among military personnel, first responders, and their families.
Discover AWA's mission, their 5-day retreats for stress relief, and the new R3 initiative (Respond, Restore, Resolve) setting a new standard of care for first responders. Learn how AWA fosters resilience and strength through faith-based healing and practical support in our local communities.
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Join host Emily Landry as she sits down with Courtney Kaiser, the Executive Director of Camp Thurman in Arlington, Texas. In this episode, Courtney shares her journey from grad school to leading this beloved Christian summer camp, which serves 6,000 kids annually.
Celebrate Camp Thurman's 56th anniversary with us as Courtney recounts fun stories and memorable moments. We'll also explore the future of Camp Thurman and its continued impact on the community.
Don't miss this heartwarming episode with an organization Whitley Penn has been a partner of many years.
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Explore how AI is transforming family office space today. In this next episode of our Family Office series, join host John Yeager as he discusses with Greg Silverman from Clarity Edge about strategic foundations, the importance of data control and ownership, and practical steps for managing data effectively. Learn about clean data, vendor accountability, and proactive management.
Greg shares a case study on metrics and how platforms like Addepar, Sage, and Knowledger can work together. Discover that tightening your data doesn't have to be costly and that Excel remains a valuable tool.
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In this 23-minute episode, John Yeager and Buffie Campbell of Whitley Penn dive into the world of oil, gas, and mineral management with a focus on how family offices can provide crucial services in this space.
Join us as we explore how effective reporting and price comparisons can enhance decision-making and maximize value. From there, we’ll learn about the various rights involved in mineral management and how family offices can assist in managing and executing leases, ensuring you capitalize on every opportunity to optimize revenue from your land and minerals.
Tune in for insights from Whitley Penn’s team on navigating this complex and lucrative industry.
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In this heartfelt episode, we share the inspiring story of Kristen, a mother whose daughter was diagnosed with brain cancer during her kindergarten year. Kristen’s journey led her to the compassionate care of St. Jude Children’s Research Hospital, where groundbreaking work in childhood cancer research and treatment is changing lives.
Host Emily Landry, Kristen, and Tabatha Gonzalez-Olaechea of St. Jude discusses the upcoming Celebration at Sundown event in Fort Worth on February 22nd. Tickets are available now, but they’re selling fast, so don’t miss out on this chance to be part of something truly special.
Thanks to St. Jude’s generous donors, families receive critical treatment, housing, food, and transportation completely free of charge, allowing them to focus on their child’s recovery. Join us to hear Kristen’s moving story, learn more about the impact St. Jude is making in our community, and find out how you can get involved to help end childhood cancer.
Listen now and become a part of the St. Jude mission: Finding cures. Saving children.®
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Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards and data health, exploring the pros and cons of all-in-one suites versus best-in-class approaches through real-world case studies.
They discuss the vital role of data management policies and procedures and share insights into the latest tech advancements at Addepar, Knowledger, Sage Intacct, and TOS. Discover how AI can enhance usability and make the industry more user-friendly.
Finally, learn how to turn data into actionable insights and make smarter decisions. Tune in for valuable tips on using technology to drive success in the family office sector.
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In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices.
The team analyzes how their family office clients have adapted their hybrid insourcing and outsourcing strategies as they scale and examine the current job market's impact on access to quality talent. Discover the best practices for deciding when and where to outsource based on different family office structures and how to do so responsibly.
Tune in for great conversations and recommendations!
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In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader Katie Peck as they dive into the intricate world of the industry. They discuss investment fund accounting, investor relations, financial modeling, value creation for funds, and the comprehensive suite of services offered by Whitley Penn in this domain.
Discover why there is no one-size-fits-all approach to fund administration and learn about the experience of being a fund administration client at Whitley Penn. Katie concludes by sharing her insights on the impact of technology to this line of work and the future of the industry.
Tune in wherever you get your podcasts on January 2nd for an abundance of bite-sized insights and much more!
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In this 32-minute episode, join host Danielle Reynolds and Mineral and Asset Management Senior Manager, Buffie Campbell, as they explore the importance of having a knowledgeable team manage your mineral and land assets to avoid leaving money on the table.
Buffie sheds light on the emerging landscape of produced water, transforming these current liabilities into assets, and the need for ownership clarity in Texas over the coming months. Learn how technology is making the industry more efficient and transparent. The two also cover industry challenges, future predictions, and key concepts like ownership terms, severance tax, charity ownership, and deductions.
Tune in wherever you get your podcasts on December 11th for essential insights and much more!
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In this 22-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. They discuss the history of family offices, their establishment, current state, and the 2018 boom that brought them into the spotlight. Discover why 80% of family offices are created and why families often choose to remain private through these entities.
We’ll explore the challenges family offices face as they grow more complex, including the importance of finding the right tools to manage legal entity structures and asset class management. Learn about the innovative tools being developed to streamline operations and reduce noise in the single-family office space, and the critical role of technology investment in managing a small but efficient team.
Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you. Tune in to gain a deeper understanding of family offices and how they operate.
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In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices.
Our hosts will break down the basics, explaining what a family office is and introducing you to the key players and companies that make up this unique sector. They discuss the many reasons why families might choose to establish a family office, highlighting the diverse structures and services available. You’ll quickly see that when it comes to family offices, there’s no one-size-fits-all solution.
Expect a lively and insightful discussion, with professional debates and differing viewpoints on what truly defines a family office. Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you.
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In this 20-minute episode, join Danielle Reynolds, Business Development Manager, as she engages with Jake Baine, Client Accounting and Advisory (CAAS) Data Analytics Senior Manager. Together, they explore the world of data products and strategy, emphasizing the importance of tailored solutions over one-size-fits-all approaches.
Discover how key metrics vary from business to business and how clients often underestimate the proximity of their strategic resources. Jake shares his experience leveraging existing technology to enhance data strategies, positioning his team as trusted advisors. Learn about the crucial relationship between accounting processes and effective reporting, and why managing these processes are vital for actionable data insights.
For clients feeling the pinch of high Enterprise Resource Planning (ERP) costs without sufficient returns, this episode highlights the process of designing a customized data strategy, implementing timelines, and providing ongoing support post-adoption. Tune in to understand why data is a cornerstone across all industries and how you can harness it to elevate your business performance.
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Are you finding that your business’s internal accounting department is bogged down with repetitive tasks that could be easily outsourced? Imagine if your team could focus on more strategic activities, contributing significantly to your company’s growth.
In this engaging 33-minute episode, join Danielle Reynolds, Business Development Manager, as she sits down with Tim Sims, Client Accounting and Advisory Services (CAAS) Managing Director, to discuss the benefits of outsourcing your accounting processes. The two will guide you through the essential criteria for selecting the right accounting firm for your business, share inspiring success stories, and highlight how the latest technological advancements can streamline your operations.
Whether you’re new to the concept of outsourced accounting or looking to deepen your understanding, this episode is packed with valuable insights. Tune in now to discover how outsourcing can transform your business!
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In this 15 minute episode, Emily Landry is back for another episode of WP Cares featuring the Amon G. Carter Jr, Downtown YMCA. Paul Russell, Executive Director, joins Emily as they discuss new initiatives, events, and ways to get involved with "The Y." Tune in now to listen!
In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural shifts and driving efficiency with new technology, the discussion covers the firm’s evolving needs, growth mindset, and strategic technology partnerships. Discover the key drivers of their success, including the importance of aligning technology with firm initiatives and the potential pitfalls to avoid. Tune in to learn how technology is shaping the future of the accounting industry.
In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the crucial audit and tax challenges that healthcare entities may encounter, and more. Tune in for an insightful look into the future trends shaping the healthcare industry.
Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA). The two discuss the accounting industry as a whole, upcoming initiatives, and ways to get involved within the organization. Listen in and stay tuned for future episodes.
In this 24-minute episode of our CAAS Matters podcast series, we welcome Ashley Edwards from Insperity alongside host John Yeager. Together, they discuss the world of Human Resources (HR), examining the ins and outs of outsourcing from an HR perspective, and the role and benefits of a Professional Employer Organization (PEO), among other vital topics. Don't miss out on this opportunity to discover the profound impact HR can have on an organization, often in ways that go unnoticed. Tune in and keep an eye out for future episodes in this series.
In this 14-minute episode of our WP Cares series, Emily Landry is joined by Regina Faden, President of the Fort Worth Museum of Science and History. Regina enlightens us about the museum's history, its significant role within the community, and the interactive events designed to captivate visitors. Additionally, Emily and Regina discuss the eagerly anticipated Jane & John Justin Foundation Omni Theater, which is set to open its doors this coming fall. Tune in and don't miss out on future episodes in our WP Cares series.
In this 27-minute episode of our WP Cares series, Emily Landry sits down with Rose Bradshaw, the CEO & President of North Texas Community Foundation. They discuss the Foundation's role in providing resources to the North Texas community and offering support and tools for young nonprofit leaders. Stay tuned for upcoming episodes in this series.
In this 26 minute episode, Jason Fitzgerald, Mineral Assets Manager, is joined by Sam Katigan, Vice President of Unique Assets at MineralWare, to discover how MineralWare transforms the oil & gas landscape. Jason's career journey from MineralWare to Whitley Penn offers a unique perspective. Through prior collaboration with Sam, he brings firsthand insights into the platform's impact and how Whitley Penn optimizes operations using MineralWare's capabilities. Together, they discuss the intricacies of this platform, celebrate milestones since its 2014 inception, and the vision that propels MineralWare forward. Whether you're a curious listener or a seasoned professional, this conversation promises valuable insights and actionable takeaways. Tune in to learn more!
In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of this organization since its founding four years ago and the ways you can become involved in their efforts. Tune in to hear the inspiring story of T3 and their commitment to creating clear pathways to brighter futures for Tarrant County students.
In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. Discover how leveraging data can unlock success and revolutionize your businesses’ approach in the digital era. Tune in to learn more about the power of data-driven decision-making.
In this latest episode of our CAAS Matters podcast series, John Yeager is joined by Derrick Bradford, Strategic Consulting Senior Associate, and integral member of the Transaction Quarterback (TQB) Group at Whitley Penn. Listen in to hear discussion on business entries, exit transactions, and valuable strategies for selling your business. Be sure to stay tuned for upcoming episodes filled with insightful content!
In this episode, of our CAAS Matters podcast series, Rajesh Yennam, Data Analytics & Transformation Solutions Director, is joined by Kenn Ruether of Oldcastle BuildingEnvelope (OBE). The two discuss the benefits, challenges, and impact of adopting data integration practices. Kenn shares valuable advice for anyone seeking to harness the power of unified data across their organization. Tune in to discover how data integration can transform your business!
In this episode of our WP Cares podcast series, Emily Landry sits down with Chris Cobler, Founding Publisher and CEO of Fort Worth Report. They discuss Chris's fascinating background and uncover the rich history behind the Fort Worth Report. Listen in and stay tuned for future episodes in our WP Cares series.
Our recent expansion into San Antonio has established our presence in all major markets in the state of Texas. Whitley Penn’s Larry G. Autrey and Alan Rich sit down with Ollie Chandhok, President/Publisher, The Dallas Business Journal, to discuss the strategy behind this move and the opportunities ahead for the firm. Tune in to learn more!
In this episode of our CAAS Matters series, John Yeager is joined by Jake Morris, CAAS Controllership & Interim Advisory Partner. Discover how our data-driven insights empower our clients to run their businesses more efficiently, make faster decisions, and stay ahead in a competitive landscape. Tune in and be on the lookout for more episodes!
Join Danielle Reynolds as she sits down with Nathen McEown, Chief Growth Officer and Partner-in-Charge of Consulting at Whitley Penn, in the latest episode of our DEVELOP series podcast. Gain insights into effective Business Development strategies, cross-selling efforts, and explore the meaning of having a growth mindset. Don't miss out - tune in now and stay tuned for future episodes highlighting our team of professionals.
Join John Yeager and Jon Sykora, Partner Enablement Director at Trintech, in this episode of our CAAS Matters series. Together, they dive into the complexities of the close and consolidation processes, uncovering best practices and exploring the implementation of a cutting-edge solution like Adra by Trintech. Don't miss out on future episodes, stay tuned!
Join Danielle Reynolds in this recent episode of our DEVELOP series as she sits down with Felix Lozano, Chief Growth Officer at Whitley Penn. Together, they discuss Felix’s remarkable career, the impact he has made at Whitley Penn and the balance of driving the firm’s long-term sustainable growth. Don't miss out on this insightful episode and stay tuned for future episodes with more of our talented professionals.
Are on-premises systems and/or legacy EPM’s like Oracle, SAP, Anaplan, Hyperion holding you back from modernizing the office of finance? Hear from Naveed Salman, Managing Director, on why it may be time for a cloud-based software migration, and how OneStream’s corporate performance management platform paired with Whitley Penn’s Data Analytics & Transformation Solutions can help. Tune in to learn more and click here to register for our webinar on December 12, 2023.
In this episode of our CAAS Matters series, John Yeager is joined by John Russo from Sage Intacct. The two discuss business insights into CAAS practices, benefits of cloud technology, and how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series.
Tune into the latest episode of our WP Cares podcast series, where Emily Landry sits down with Dr. Frances Compton, Medical Director of Patient Services at Carter BloodCare. They discuss Carter BloodCare's history and mission and explore the steps you can take to give the lifesaving gift of blood. Visit carterbloodcare.org to learn more.
Tune into this episode of our WP Educates Nonprofit Series as Emily Landry and Curtis Maxfield discuss frequently asked questions as it relates to Tax Services in the Nonprofit space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
Tune into this episode of our WP Educates Nonprofit Series as John Williamson and Emily Landry discuss frequently asked questions as it relates to Risk Advisory Services in the Nonprofit space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
Tune into this episode of our WP Educates Nonprofit Series as Frank Iannelli and Emily Landry discuss frequently asked questions as it relates to Strategic Consulting Services in the Nonprofit space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
Tune into this episode of our WP Educates Nonprofit Series as Irfan Dossani, Natasha Klebba and Emily Landry discuss frequently asked questions as it relates to Client Accounting & Advisory Services in the Nonprofit space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
In this episode of our CAAS Matters series, join John Yeager as he sits down with Naveed Salman, Managing Director of our Data Analytics & Transformation Solutions service. Together, they delve into the benefits of embracing cloud-based solutions, empowering organizations to seamlessly close their books, conduct scenario forecasting, and effortlessly navigate budget cycles, all with remarkable efficiency and integration. Listen in and be on the lookout for future episodes!
Tune into this episode of our WP Educates Nonprofit Series as Shane Miller and Emily Landry discuss frequently asked questions as it relates to Wealth Management in the Nonprofit space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
Join us for this exciting episode of our CAAS Matters series as Managing Directors, John Yeager and Natasha Klebba discuss the cutting-edge technology solutions transforming the CAAS industry. Gain valuable insights and stay tuned for more upcoming episodes.
Join Danielle Reynolds and Shane Miller, WPWealth Partner, as they discuss the benefits of our wealth management group and highlight solutions and opportunities that our team of dedicated professionals deliver. This episode provides an inside look into the value this team brings, and the diverse range of clients they serve. Don't miss out and tune in now to uncover more!
Don't miss out on the newest episode of CAAS Matters, featuring John Yeager and Ashleigh Sutter from Intuit. They discuss key issues facing small and medium size businesses and how CAAS practices can help. Stay tuned for more exciting episodes to come.
Tune into the latest episode of our WP Cares podcast series, where Emily Landry and Jason Skaggs, President & CEO of the Texas Southern Cattle Raisers Association (TSCRA), delve into exciting upcoming events and ways to actively engage with the organization. To learn more about the TSCRA, visit: www.tscra.org
Check out the latest episode of CAAS Matters, featuring John Yeager and Kalil Merhib, Executive Vice President, Growth & Professional Services of CPA.com. They discuss what CPA.com has to offer and how they enable firms to establish, optimize and transform client advisory services to deliver business insights to today's business leaders. Tune in to learn more!
Join Emily Landry, Griff Babb, and Mark Melson (President & CEO of Gladney Center for Adoption) in a new episode of our WP Cares podcast series as they discuss the mission behind the organization and how they provide resources and support to adoptive families. For more information about Gladney Center for Adoption, please visit: https://adoptionsbygladney.com.
Join Daniel Boarder and Lindsey Wendler, Managing Director at Dresner Partners, as they delve into the complexities of mergers and acquisitions. Discover the roles and value they bring to their clients during the transition phase. Don't miss out on this episode and stay tuned for more insightful discussions in our M&A Strategies series.
Join Emily Landry and Gloria Moncrief Holmsten (Moncrief Cancer Foundation) in a new episode of our WPCares podcast series as they discuss the importance of cancer prevention and screenings, early detection, and the resources available to the community through Moncrief Cancer Institute. Emily Landry is Whitley Penn’s Nonprofit Industry Leader for Tax and Client Accounting & Advisory Services, and works closely with Moncrief Cancer Institute. As part of her work, Emily learns about the incredible impact nonprofit organizations are having on our communities. Through our WPCares series, Emily and others bring awareness to some of these amazing nonprofits and their resources.
Join Danielle Reynolds and Jason Fitzgerald in the first episode of our WP Educates podcast series as they explore the exciting world and service line of Mineral and Asset Management. Whitley Penn offers a range of innovative solutions and opportunities for our clients, and this episode provides an insightful glimpse into the value this team brings and the types of owners they work with. Tune in to discover more!
In this first episode of the M&A Strategies series, you’ll hear from Daniel Boarder, Transaction Advisory Services (TAS) Partner, Shaun Buckley, Transaction Advisory Services (TAS) Managing Director and Frank Iannelli, Strategic Consulting Services (SCS) Managing Director as the three discuss the crucial topic of Quality of Earnings. Gain valuable insights as they shed light on the impact of this concept on business owners, and how to effectively manage potential risks while strategizing for the future of your business.
Welcome to the first episode of CAAS Matter series, where we delve into the world of Client Accounting & Advisory Services (CAAS) with our host John Yeager and special guest Irfan Dossani, Partner-in-Charge of Whitley Penn's CAAS group. In this episode, you'll gain valuable insight into the CAAS industry, why it is important, and how it is evolving to meet the needs of businesses today. As you listen, you'll discover how CAAS can help your business grow and thrive and gain a deeper understanding of the benefits it offers. Stay tuned for future episodes, as we continue to explore this exciting and dynamic field together!
In this episode of the DEVELOP podcast series, Danielle Reynolds and Tabatha Coffey discuss early stages of career, how she has continued to learn and grow through merging firms and the importance of not needing to know it all. The two discuss the value of leaning on others within your team and viewing obstacles as opportunities. Tune in and enjoy!
In this episode of the DEVELOP podcast series, Danielle Reynolds and Jackson Jones discuss career, his recent move to the Permian Basin and advice for those just beginning their careers. Listen now and share with a friend!
Tune into the first session of our WP Educates Nonprofit Series as Celina Cereceres and Emily Landry discuss frequently asked questions as it relates to Audit in the Nonprofit Space.
Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager here: https://meetings.hubspot.com/danielle-reynolds/zoom-meetings-clone
In this episode of the DEVELOP podcast series, Danielle Reynolds is joined by Brandon Russ, WPWealth Senior Advisor, to highlight one of the firm’s newest initiatives focused on leadership development for junior employees. The two discuss how Brandon formed The NextGen Council, the importance of professional development for young leaders, mentorship and initiatives the council will be focusing on. Tune in and share with a friend!
In this episode of the Develop podcast series, Danielle Reynolds sits down with Aaron Heimbuch to discuss how he has grown as a young leader and where he wants to focus his efforts industry wise. Listen now and let us know what you think!
In this episode, Danielle Reynolds sits down with Evan Green to discuss his backstory, how to set priorities, who he has modeled his career after, and how to make the most of the new connections you make as your career progresses.
Brett Murphy, Audit Partner, joins Danielle Reynolds on this episode of our DEVELOP leadership series. Brett discusses taking advantage of opportunities in your career path and the value that relationships bring along the way. Listen now and stay tuned for future episodes highlighting our professionals.
In this recent episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn’s Chief Growth Officer, Felix Lozano, to discuss growth strategies and developing a growth mindset. Tune in now and be on the lookout for future episodes highlighting our professionals.
In this episode, Shane Miller, Partner at WPWealth, sits down with Jamey Ice to discuss his journey from leading a band with a record deal, to owning a restaurant, and finally being involved in nonprofit work.
Chris O'Shell, Strategic Consulting Director at Whitley Penn, sits down to discuss who can benefit from the Employee Retention Credit, how to see if you qualify, and where to look for resources.
Our DEVELOP leadership series is back! In this episode, Joe Lavis, Dallas Tax Partner, joins Danielle Reynolds to share his insight on how he has navigated the industry and developed a career-life balance over the years. Tune in now and be on the lookout for future episodes highlighting our professionals.
In this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with the CEO of Helping Restore Ability, Vicki Niedermayer. Together they discuss the goal of HRA, how we can get involved, and the steps we can take to help those around with disabilities. You can visit their website at hratexas.org to learn more.
Tune in as Tax Senior Managers, Breanna Oakley and Katherine Kirk sit down with Bill Wilson, Tax Director, to debunk common myths relating to the IRS. Prior to working at Whitley Penn, Bill worked with the IRS for 37 years, 26 of which were at the National Office Level.
In today's episode, WPWealth Senior Advisor Brandon Russ and WPWealth Director WP Richardson sit down to discuss the value of life insurance policies, how they work, and what to look for in your own insurance.
In the final episode of the year, Bree Miller and Tom Rein of the WPWealth group sit down to look back at the biggest trends in 2021, what patterns are starting to develop, and what we can expect going into 2022.
The Cyber Guys are back with another episode on security & privacy! Be sure to tune in to assure you are doing everything to keep your valuable information secure.
Whitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager sit down and discuss the Cybersecurity industry and the career opportunities within it.
In this episode, Nathen McEown, Audit Partner and Partner in Charge of the Houston office, sits down with Jamie Liang, Chief Financial Officer at Blackbuck Resources to learn more about Jamie, his career and family life. Jamie touches on the challenges and triumphs so far with Blackbuck Resources, which is a water midstream services company operating in both the Midland and Delaware Basins. As a guest, Jamie may have the most secret talents out of any Energy Profile so far so be sure to listen in now and don't forget to subscribe for future releases!
Whitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager, kick off Cybersecurity Month with insight to social engineering and phishing.
In this episode of the DEVELOP series, Danielle Reynolds sits down with Cole Elliot, Tax Senior Manager in our Dallas office. Cole shares his practical insights to making your career count, tips on developing as a young professional and advice to maintain a healthy work life balance. Listen now and stay tuned for new episodes highlighting our professionals.
In this episode, Shane Miller, Partner at WPWealth, and Bill Weston, WPWealth Senior Manager, sit down with Isabelle Williams, an investment strategist at Dimensional Fund Advisors. Together, they sit down to discuss Environmental, Social, and Governance information about publicly traded companies and how that may impact your investing decisions.
WPWealth is back with another episode of the series, Start Now, Success Later! WPWealth Senior Advisor Brandon Russ is speaking with Ryan Heath from Baker Heath, PLLC on the estate planning guidelines for young professionals and the importance of taking these next steps.
Whitley Penn Talks is back with another episode of The Cyber Guys. Tune in to hear Whitley Penn Risk Advisory Partner John Williamson and Senior Manager Jesus Vega discuss the latest in Risk Advisory.
In this episode of the DEVELOP series podcast, Danielle Reynolds sits down with Caleb Robison, Audit Senior Manager in our Dallas Office. Listen in as Caleb shares his story and discusses the importance of how building and maintaining relationships can open doors and lead to opportunities. Tune in for upcoming episodes highlighting our professionals.
Introducing our newest WP Talks podcast series, Myth Busters! In our debut episode, Tax Partner Judd Campbell sits down with Tax Senior Managers Breanna Oakley and Katherine Kirk to debunk your accounting misconceptions! Listen to the episode to hear the truth about filing taxes, extensions and even highlighting the affordability of hiring a professional advisor.
The Employee Retention Credit (ERC) has emerged as one of the biggest and most overlooked COVID-19–related tax provisions. Listen to Strategic Consulting Director, Frank Ianelli, and Senior Tax Manager, Robert Pike discuss the details.
In this episode of Whitley Penn Talks, John Williamson, and Jesus Vega breakdown the recent data breaches of Solarwinds, Microsoft Exchange and Colonial Pipeline. The two bring awareness how attackers can use 3rd party relationships to compromise you and your business and ways to monitor and keep them accountable. Stay tuned for more episodes and share with a friend!
Our WP Cares podcast series is back with a new episode! WPWealth Partner, Shane Miller, and Audit Partner, Jeff Lawlis sit down with Julie Womack, Corporate Development Director of the Dallas Heart Walk for the American Heart Association. The three of them discuss the significance of the organization and the Heart Walks that are taking place all over! Visit the AHA website to participate in your city’s Heart Walk.
In this episode of the DEVELOP series, Danielle Reynolds sits down with Breanna Oakley, Tax Senior Manager. The two discuss the challenges and triumphs Breanna experienced as a young professional and how they have shaped her into the leader she is today. Listen now and stay tuned for new episodes highlighting our professionals.
Whitley Penn’s Director of Audit and Partner-in-Charge of the firm’s Dallas office, Felix Lozano, sat down with 10 year-old Orion Jean to discuss his initiative, Race to Kindness. On this special podcast episode, the two discuss Orion’s tremendous passion for not only the community, but providing books to children in need. To learn more about the Race to Kindness, visit www.racetokindness.com
WPWeath team members Tom Rein, Bree Miller, WP Richardson and Forensic Litigation Valuation Managing Director, Robert Allen, come together in this new episode of our State of the Economy podcast to discuss upcoming changes in estate laws from an insurance, valuation, and overall business perspective.
In this episode, Brandon Russ and Shane Miller of WPWealth sit down to discuss developments in student loan policy, strategies to pay them off, and what you can expect in the near future.
In this episode, Bree Miller and Tom Rein of WPWealth get together to discuss the economic outlook of the US, current trends they're seeing in the market, signs of growth and stress, and what we can prepare for in the near future.
In this episode of the DEVELOP series, Danielle Reynolds sits down with Frank Iannelli, Whitley Penn’s Strategic Consulting Managing Director. The two discuss what the Go Giver mentality is and its importance, both personally and professionally, for teamwork, collaboration and building relationships. Stay tuned for more upcoming episodes!
In this episode of our DEVELOP podcast series, Danielle Reynolds sits down with Whitley Penn’s Chief Marketing Officer, Kristen Lollar. The two discuss the importance of mentorship, the value it brings to your career growth, and the roles and responsibilities both the mentor and mentee play in the relationship. Enjoy the episode!
In this episode of the WP Edge podcast series, Tim Sims sits down with Mary Sheridan, Strategic Account Executive from Bill.com. Together they give insight and best practices to the platform and how it is beneficial for you and your business. Tune in to listen!
In part 2 of our Big Purchases episode, Brandon Russ and Tom Rein of WPWealth sit down to discuss the pros and cons of buying vs leasing a car, what factors may be part of your decision, and what to watch out for before signing the contract.
During this episode of our DEVELOP series podcast, Danielle Reynolds sits down with Kristen Sayegh, Tax Senior Manager in our Houston office. As a former student athlete, Kristen shares a ton of insight on how that mentality has shaped her into the professional and team leader she is today, while also highlighting the importance of not letting obstacles define you, but turning them into opportunities for growth. Stay tuned for new episodes highlighting our firm professionals as we continue our DEVELOP leadership series.
In this episode of Whitley Penn Talks, Brandon Russ, WPWealth Associate, sits down with Alicia Langdon, WPWealth Manager to discuss all things home buying. Alicia is a Certified Financial Planner, and went through the process of buying a home for the first time not too long ago. This episode is filled with questions that you may have regarding buying your first home. The two discuss timing, budget, unseen expenses leading up to purchase and even the pros and cons of putting down the full 20%. Listen now to learn more and contact Alicia or Brandon with any questions you may have.
In this episode of the DEVELOP series podcast, we kick off our new Leadership segment as Danielle Reynolds sits down with Nathen McEown, Partner in charge of Campus Development. As you listen to this episode, you will hear from Nathen as he shares the opportunities, road bumps and growth he has experienced throughout his career and how he has DEVELOPed into the leader he is today. Listen now and stay tuned for new episodes highlighting our firm professionals.
Continuing with our financial series, Brandon Russ and Bill Weston of WPWealth discuss the basics of investing, mistakes to avoid, what your opportunities are, and how to determine what kind of financial services you might need going forward in your investment journey.
In this episode, Bree Miller and Tom Rein of WPWealth sit down to discuss market reactions to current events, how government policy could affect growth, inflation, and what we can expect in the next year or two in terms of economic development.
In this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with Melissa Ice, Founder and Executive Director of The Net in Fort Worth, Texas. Together they discuss The Net's mission and strategies to help those in poverty within the city through more than material donations. Melissa shares stories of how this nonprofit got started, the people they have helped, and how people can get involved to help the cause.
In this release of the Energy Executive Profile, Nathen McEown, Audit Partner and Partner in charge of the firm's Houston office, sits down with Erik Holt, Chief Commercial Officer at Teal Natural Resources. The two discuss all things energy, how they met, how Erik found Teal and Erik's journey thus far. Tune in to listen now!
In this episodes of our financial series, Brandon Russ, Associate Advisor at WPWealth, and Emily Landry, Tax Senior Manager at Whitley Penn, go over the basics of what you need to know when you file your taxes. They cover what documents you need, what to expect, how returns work, how to fix your filings, and much more to ensure that your tax filings are as seamless and accurate as possible.
In this episode of WPWealth's financial series Brandon Russ, Associate Advisor at WPWealth, and Rebecca Sierp, Senior Manager at WPWealth, discuss why you should set up a 401k, how to do so, what your options are, and how to make the most of it.
Continuing our financial series, Brandon Russ, an Associate Advisor with WPWealth, sits down with Jessica Sabedra, an HR Associate who handles employee benefits at Whitley Penn. Together, they go over how to determine what benefits you need, how different plans work, and how to work with HR to get the information you need.
In this episode, Brandon Russ and Shane Miller of WPWealth discuss the importance of setting aside savings, money management, and how to set up a budget that fits your life.
Shane Miller, a Partner with WPWealth, sits down with leaders from the Leukemia & Lymphoma Society to discuss their involvement, the organization's mission, and stories of cancer survivors.
In this first episode of the WP Edge podcast series, Irfan Dossani, Tim Sims and Jake Morris sit down to discuss the benefits of Outsourced Accounting. This episode gives an introduction to who WP Edge is, provides impactful client success stories and serves as the foundation for upcoming episodes. Tune in as they provide tools, tips and tricks, while diving deeper into the world of outsourced accounting!
This series will feature professionals who are highly experienced in giving advice to families and individuals on how to set themselves up for long-term success. With this series, our WPWealth professionals aim to share some of their knowledge with friends, clients and family by walking through complex topics such as budgeting and debt management, benefits, 401(k) plans, first time tax filings and more! We hope that each listener will walk away knowing something that he/she had not previously and will be able to use that knowledge to embark upon or continue their financial journey.
In this episode, Bree Miller and Brandon Russ discuss the importance of financial literacy, and how some basic fundamentals can set you up for long term success with your finances.
In this episode, Tom Rein and Bree Miller of WPWealth discuss what to expect after a full year of facing the pandemic and what can change under a new Presidential administration.
On this episode of WP Cares, Shane Miller, WPWealth Partner, sits down with Connie Ricketts, Executive Director of CASA of Galveston County, and Taylor Biddle, former Board member and long-time advocate, to learn more about CASA at large. The three discuss the mission of CASA to support children who may need a court appointed advocate to represent them in a court of law. Listen now to learn more and to hear about ways that companies and individuals can support CASA, to ultimately continue advocating for children for years to come.
In this episode, Nathen McEown, Audit Partner sits down with Blake Kirshman to discuss all things Energy Banking. Blake is currently a Managing Director and head of US Energy at BBVA but started in a field familiar to us all: accounting. The two discuss the ups and downs of the oil and gas industry, college life at Texas Tech and even one handed dove hunts. Click now to listen to this episode and do not forget to like and subscribe to our channel!
In this episode of WPCares, Shane Miller, WPWealth Partner, and Brittany Flemming, Tax Manager, and Robert Guthrie, Chief Financial Officer at Option Inc. sit down to discuss what it is that Option Inc. does, what their mission is and how they live that out each day. We are grateful to be able to take time to sit down with Robert who is in leadership at Option Inc., and to hear more about the work that the organization does to stand up for all people affected by domestic violence and to advocate for those individuals moving forward. Their primary goal is to increase individual independency to ultimately decrease the number of assault and battery incidents related to domestic violence at large. Click now to listen and learn more!
In this episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn's Director of Marketing, Kristen Lollar. The two discuss strategies in building your brand and how to market yourself both internally and externally throughout your career. Listen now and share with a friend!
In this episode of our DEVELOP series podcast, Danielle Reynolds visits with special guest Yolanda Harper from Blue Zones Project. These two health and wellness advocates bring the energy and passion when discussing personal wellness and setting healthy boundaries, both at home and work. Listen now and share with a friend!
Sit down with Matt Magee as he moderates a question session with Tom Rein and Mark Topel. The three discuss the past presidential election and what to anticipate in the weeks and months ahead. They touch on the economy, legislation and general political morale surrounding the COVID-19 pandemic and hope for a vaccine. Listen in and subscribe to our channel!
On this episode of Whitley Penn Talks, Shane Miller, WPWealth Senior Manager, sits down with Cindy Hames & Kathleen Barbee of the Junior Achievement of the Chisholm Trail, a nonprofit focused on preparing young people to succeed in a global economy. Together they discuss charitable gifting, the mission of Junior Achievement, adapting to the pandemic, and much more.
In this episode Celina Cereceres, Audit Partner, and Lupe Garcia, Audit Partner, sit back down with David Webb of Stifel Nicolas to discuss David's presentation "Leadership | 10 Tips of Being an Effective Team Member". David often gets asked to present on this topic and has noticed many connections between the qualities required of a great team member and leader. These universal tips can apply to those in various industries and at different stages of careers. Listen in to learn more about what these tips entail and how they could benefit you in your career!
In this episode of Whitley Penn Talks, John Williamson, Risk Advisory Partner, and Jesus Vega, Risk Advisory Manager, discuss emerging cybersecurity risks in a work from home environment and mitigating risk throughout the pandemic.
In this first episode of our DEVELOP series, Danielle Reynolds, Whitley Penn’s Campus Recruitment Lead, and Nathen McEown, Partner-in-charge of Whitley Penn’s Houston Office, lay the foundation for young professionals beginning the recruitment process in school. This episode features tips on what YOU should be focusing on as you begin to build your brand and stand out from the rest. During this podcast you will hear advice on what to expect during your recruiting year, how to put yourself in a better position to be successful, how to find your perfect fit, available opportunities, and so much more! Sneak peek: It all starts with knowing who you are and what you want. Being confident, decisive, prepared and being true to yourself and your goals.
The Energy Executive Profile series is back as Nathen McEown is joined by special guest, Chuck Yates. Chuck currently serves as a Freelance Galactic Viceroy but prior to that was the Managing Partner at Kayne Anderson. Tune into this episode to learn more about how Chuck and Nathen first met on an airplane, how Chuck got to where he is today, and what he has been up to for the past six months.
On this episode of Whitley Penn Talks, Matt Magee, WPWealth Associate, is back with WP Richardson, WPWealth Director of Insurance, to talk about Long-Term Care. This uneasy topic is becoming a focus as we navigate through our new normal and going to discuss why you should be rethinking your thoughts and ideas about Long-Term Care insurance.
In this episode of Major Fundcast, Lupe and Celina are back with special guests Doug Janowski, Director of Business Development at CBIZ Valuation Group, and Carleen Patterson, First Vice President at Alliant Insurance Services, to talk all things #insurance as it relates to the #publicsectorindustry. The four of them discuss the current state of insurance amid the #pandemic and how premiums have been affected as a result. Listen in to this entertaining episode now!
Click here to view the accompanying PDF. In this episode, Shane Miller and Bree Miller sit down with Shawna Rinehart from Harris, Finley & Bogle to discuss estate and wealth plans. Is yours up to date? How can you make it more up to date? And what are the implications if you do and don't. Listen in to learn more and reach out to a WPWealth advisor for more guidance on your specific situation.
WPWealth is back with Tom Rein and Matt Magee, as they discuss what the federal government has been doing with funds and the like. This episode focuses on taxes, government stimulus, and the upcoming election.
The team is back on Whitley Penn Talks to discuss a new episode on Navigating Through #NationalDebt featuring Bill Weston, WPWealth Manager, and the host Matt Magee, WPWealth Associate. This in depth episode will provide listeners perspective regarding the accelerated expansion of the Federal Reserve's balance sheet in 2020, the potential implications for capital markets, and some thoughts on how investors should consider managing their portfolios as we work towards a recovery.
In this Episode, Lupe Garcia and Celina Cereceres are back with their next guest: David Webb. David has held many roles within the school business environment, and now works as a Director with Stifel Nicolaus. He focuses on the bond market and underwrites bonds on behalf of his clients. Listen in as the three discuss upcoming bond elections, David's career thus far, and the differences between what auditors see compared to underwriters.
In this episode, Shane Miller and Matt Magee go in depth as they talk about why it’s important to get started on your financial journey, a fiduciary’s responsibilities, and the WPWealth philosophy on what it takes to be a trusted advisor.
In this special edition of Whitley Penn Talks, we have the firm's Managing Partner, Larry Autrey, and the Director of Audit, Felix Lozano, speaking on what Nexia has meant to them over the years. The two discuss relationships near and far, the secondment program and how we have been able to create professional and personal relationships all over the world via Nexia International. Happy Nexia Day 2020, we hope you enjoy!
WPWealth is back with Tom Rein and Matt Magee as they discuss how COVID-19 has impacted their clients. This conversation revolves around how the team is handling each day and and what the future holds for investors and their expectations.
In this episode of Whitley Penn Talks, Tom Rein with WPWealth is back to chat with Whitley Penn founding Partner, Mark Topel. Mark is a Tax Partner at the firm and shares his perspectives on what he thinks this "new normal" could look like moving forward. The two have worked together for years, so the dialogue between them is entertaining. Listen in!
WPWealth is back with Tom Rein and Matt Magee as they discuss lessons learned so far through COVID-19. Although we are not through the end of it yet, this episode serves as an informative look into what has happened thus far and how we are moving forward.
In this episode, Matt Magee, Associate Advisor, is back with special guests Rebecca Sierp, Advisor and Chief Compliance Officer at WPWealth, Joe Nichols, Director of Actuarial Services at DWC - the 401k Experts, and John Clark, Vice President of Sales - West Region at PCS Retirement. The group discusses all there is to know about retirement plans in this time and how the CARES Act plays a part in the story
This episode is a recording from our webinar that was posted on May 20, 2020. In this episode, Jon Karp, Tax Partner, and Kristen Sayegh, Tax Senior Manager, discuss what we know about the PPP Loan Forgiveness Program at this point, and what we still need to learn. Listen in to become more familiar with the process in general, and how you can best protect your business functions during this time.
In this special edition of Major Fundcast, Lupe Garcia and Celina Cereceres bring in a guest, Sarah Langlois. Sarah is a Partner at the KBS Law Group. She focuses her practice on school law and is knowledgeable in procurement processes, employment and provides council to numerous school boards. Sarah has faced new challenges recently in representing schools while schools are no longer in session. How can we conserve tax dollars while supporting the students? Tune in to listen as the three discuss.
In this episode, Tom Rein, Managing Director of WPWealth, and Matt Magee, WPWealth Associate Advisor, discuss the volatility that can be seen in the market recently and how investors should continue to deal with it. Matt serves as the moderator for this episode by asking Tom a series of questions that he has received from clients and read about in various publications. Tune in to listen on what the changes in the energy sector mean, how you can be most prepared for retirement and learn to maintain your current assets in this volatile market.
Click here to listen to Part I.
Public Sector Audit Partners, Lupe Garcia, CPA, and Celina Cereceres, CPA, sit down for the first ever Public Sector focused episode on the Whitley Penn Talks channel. In this series, they will discuss aspects of government and public education accounting, business in general and the legal side of things. They start the series by addressing how COVID-19 has affected many public entities. How will a decrease in sales tax make a difference in local government's abilities to take action? What is the biggest restaurant doing during this time? How many cars has Celina had in her time as a driver? These questions are all answered in this episode. Stay tuned for our next release!
In this episode Kristen Sayegh, Tax Senior Manager, and Jon Karp, Tax Partner, discuss all aspects of the CARES Act and what it means for both companies, and individuals. This was a pre-recorded webinar that does have accompanying slides. You can find those slides on our website, www.whitleypenn.com/COVID-19-Update/. Please, reach out to us if you have any questions.
In this episode Tom Rein, WPWealth's Managing Director, and Bill Weston, WPWealth Manager, sit down to discuss the ever changing market around us. With more volatility present, it is important to focus on the facts and what you can control. Tom and Bill discuss the effect of Covid-19 on the market as a whole and how to set yourself up for success moving forward.
For the 8th Energy Executive Profile, Nathen McEown sits down with the CFO of Fortuna Resources III. The two discuss everything from Poli's Greek heritage, to the origination of Fortuna. You will not want to miss this episode.
Do not forget to rate and subscribe to our channel, much appreciated always!
For the 7th Energy Executive Profile in the series, Nathen McEown sits down with Matt Miller, Co-Founder & Managing Director at Grey Rock Energy Partners. This episode is special, because this week is the NAPE Summit in Houston, Texas. Nathen and Matt discuss all things NAPE, industry and how Matt ended up founding Grey Rock.
Join Nathen McEown as he sits down with Tyson Greer, the Executive Vice President & Chief Product Officer at Quorum Software. Tyson discusses his family's home renovation in the heights (@victorianintheheights on Instagram), growing up in Mississippi, and his career leading up to and at Quorum Software.
On this episode of the Energy Executive Profiles, Nathen McEown sits down with Chris Atherton, CEO of EnergyNet. Chris dives into his experience at Enron when the collapse occurred, climbing the ladder at EnergyNet, and even his taste in music. Listen in to find out what music festival Chris recently attended.
Cole Elliott sits down with Matthew Lopez, Founder and Chief Growth Officer of MBL Title. Get to know Matthew, his personal life, how he started his business, and what drives him to succeed.
Sit down with Oil & Gas Audit Partner, Nathen McEown, as he interviews Matt Gentry, CEO and President of Monadnock Resources.
The third installment of our Energy Executive profiles to hit our podcast channel. Whitley Penn Talks welcomes David Ramsden-Wood! Sit down with Nathen McEown, Partner in Charge of the firm's Houston office, as he talks with David Ramsden-Wood. David is known for his "#hottakesoftheday" on LinkedIn where he has gained quite a following within the Oil & Gas Industry. Learn about his time at Anadarko Petroleum, One Energy Partners, Franklin Mountain Energy, his new book coming out, and his #hottakekeoftheday by tuning into this episode!
This episode features Tax Partner, Jon Karp, and Tax Senior Manager, Cole Elliott, as they discuss how to plan for 2019 year end. This podcast aims to give listeners the "tid bits" of information that they will need when beginning to prepare for closing out the 2019 fiscal year.
Join Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Kenny Worrell and Mickey Friedrich, Co-CEOs of Driftwood Energy, as they discuss the decision to name Driftwood energy, how each of them got into the business, what drives them, and who they think should come on the show next.
Sit down with Robert Allen and W.P. Richardson as they address Buy Sell Agreements. They will discuss what these types of agreements are, why they are needed, potential funding options that are available, and some of the pitfalls that come along with those funding options.
Robert maintains a level of expertise with the valuation related issues, while W.P. is the expert on funding "Buy Sells" with insurance. The two will bring their expertise together to dive into more detail on Buy Sell Agreements as a whole.
Join Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Brandon White, Head of Business Development and Strategy for Franklin Mountain Energy, as they discuss Private Equity and the Upstream Energy Industry. Brandon also touches on everything from his youth in Uvalde, his college days at UT, investment banking, his successful exit with OneEnergy Partners, and his love for romantic reality TV.
This podcast provides an overview of Cybersecurity Risk Assessments, focusing on understanding what a risk assessment is, how to conduct one, and how to mitigate risks identified in the assessment. Covering the following:
- Risk Assessment Workflow
- Risk Assessment Frameworks
- Risk Identification
- Risk Mitigation
- Risk Transfer
- Vulnerability Scans
- Incident Response Planning
- Security Awareness Training
** DISCLAIMER:
This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change.
This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
Jon Karp and Cole Elliott discuss the tax cuts and job acts passed on December 15, 2017. This podcast will provide you with pointers from tax experts to lead your business through the rest of 2019 and 2020. How will corporate tax rates affect companies ability to file taxes? Listen here to find out.
DISCLAIMER:
This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change.
This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
This episode is an introduction to who Whitley Penn is as a firm and the kinds of podcasts we will be sharing. Stay tuned for our first release!
DISCLAIMER:
This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change.
This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.