Whitley Penn Talks

Message us! 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 & Advisor...

Message us! 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 wit...

Message us! 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...

Message us! 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 bu...

Message us! 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! Fill out this form to have new episod...

Message us! 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thoug...

Message us!  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 by clicking here. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn...

Message us! 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...

Message us! 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!  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry i...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Pe...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn ,...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadershi...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitle...

Message us! 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. Fill out this form to have new episodes sent right to your inbox!...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Face...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought lead...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leaders...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!

Message us! Whitley Penn Talks is back with another episode of The Cyber Guys.  John Williamson , RAS Partner, and Jesus Vega , Cybersecurity Managing Director, sit down and discuss the Cybersecurity industry and the career opportunities within it. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insi...

Message us! 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...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadersh...

Message us! 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. Fill out this form to have...

Message us! 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.  Fill out this form to have new epi...