Whitley Penn Talks

Message us! 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. 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 in...

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

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

Message us! 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...

Message us! 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...

Message us! 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 longe...

Message us! 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 li...

Message us! 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 entit...

Message us! 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.  Fill out this for...

Message us! 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. Fill out this form...

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

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

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

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

Message us! 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.  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! Sit down with Oil & Gas Audit Partner, Nathen McEown, as he interviews Matt Gentry, CEO and President of Monadnock 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! 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....

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

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

Message us! 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 &quo...

Message us! 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 lo...

Message us! 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 Aware...

Message us! 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 in...

Message us! 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....