New Podcast Episode! ??? Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond DiNunzio from TOS Advisors. In this episode, they discuss: ?? Unique challenges and opportunities in the industry ?? Typical paths and common problems in large family offices ?? Technology solutions creating economical, data-structed environments Listen here: https://hubs.li/Q03bWZFM0
Whitley Penn
会计
Fort Worth，TX 14,174 位关注者
Whitley Penn is a Texas based, full service public accounting firm founded in 1983.
关于我们
We are a full-service public accounting firm whose culture is based on people and exhibited through the respect, encouragement, and courtesy we wear on our sleeves. Whitley Penn helps people grow as individuals and achieve their professional goals by providing beneficial growth opportunities that focus on achievement and career development. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting.
- 网站
-
https://www.whitleypenn.com
Whitley Penn的外部链接
- 所属行业
- 会计
- 规模
- 501-1,000 人
- 总部
- Fort Worth，TX
- 类型
- 合营企业
- 创立
- 1983
- 领域
- Business Process Improvement、Business Valuation Services、Employee Benefit Plans、Accounting、Land Administration、Strategic Consulting、Outsourced Accounting、Audit、Tax、Litigation & Forensic Accounting Services、Transaction Advisory、Risk Advisory、Oil & Gas Outsourcing、Client Accounting Services、Tax Compliance & Planning和Consulting
地点
Whitley Penn员工
动态
-
Our Public Sector Audit Team stands out amongst the industry by exclusively working with governmental entities, ensuring specialized experience and tailored solutions. Hear from one of our valued clients below about their experience working with us. You can hear from Lupe Garcia, CPA and our Public Sector Team in our upcoming Public Sector Seminar! Get registered today: https://hubs.li/Q03cdtr10
-
-
New Podcast Episode! ?? Check out the latest episode in our Family Office Series where John Yeager and Raymond DiNunzio sit down and discuss industry insights, tackle common challenges in large family offices, and technology solutions shaping the future. Listen by clicking the link in the post below!
Managing Director; Helping owners gain visibility into their numbers; host of #CAASMatters
Join me as I continue the family office series with special guest, Raymond DiNunzio from TOS Advisors. 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. To listen to the podcast, click here https://lnkd.in/efB-ag_x If you have not already, catchup on the previous episodes of the series here: https://lnkd.in/exPMcFsv Whitley Penn TOS Advisors Raymond DiNunzio Alejandro Nazario, CFA, CFP? Ryan Kerry Kristen Keith Susan McDermott Jack Arrix John Russo, CPA Kristen Sayegh, CPA Shane C. Miller, CFP? CRPS? CEPA?
-
Whitley Penn has been named a "Top 100 Firm" by Accounting Today. The firm ranked at #34 of the nation’s top accounting firms. The firm also ranked #36 among the Top Tax Firms as well as the second largest firm in the Southwest. To learn more about Whitley Penn and this recognition, click here: https://hubs.li/Q03bbY3B0
-
-
Investing in REITs is a powerful way to diversify and grow your portfolio. Our advisors help you navigate the complexities and optimize your portfolio strategy. We support REIT clients with assets up to $1 billion, ensuring compliance and competitiveness. Learn how we can support you: https://hubs.li/Q039Nlv20
-
-
Happy International Women's Day! We are committed to cultivating a workplace culture that values diversity, encourages collaboration, and recognizes the unique contributions of women in the industry. The Woman Advocacy, Value and Enrichment (“WAVE”) initiative at our firm aims to create an inclusive environment where women can thrive, offering mentorship programs, leadership training, and networking opportunities. By providing these resources, WAVE ensures there is a clear pathway to success, empowering women to achieve their professional goals and contribute meaningfully to our firm's growth and innovation.
-
-
-
-
-
+3
-
-
Join Emily Landry, CPA as she chats with Anna Heil from the American Warrior Association (AWA). Learn about AWA's mission, the origins of their groundbreaking R3 initiative, and all the amazing things they're doing in our local communities. Listen now: https://hubs.li/Q039k6kQ0
-
-
Our Public Sector Audit team had an amazing time at Texas Association of School Business Officials (TASBO) Engage Conference in Austin. Thank you to Amazon Business and Spalding Nichols Lamp Langlois (SNLL) for co-sponsoring the TASBO Mix and Mingle with us. We loved meeting all of you who stopped by the event, visited our booth and joined Celina Cereceres' sessions at the conference. Let's keep the conversation going! Connect with our Public Sector Partners below: Celina Cereceres Lupe Garcia, CPA Patrick Simmons Rogelio Tovar, CPA
-
-
Our spring interns are making a significant impact by volunteering at various local organizations. They have baked cookies, packaged goodies, assembled snack bags, written heartfelt letters, and created flower arrangements and Valentine's cards. Their efforts brought joy and comfort to many in the community, including residents of Assisted Living Homes and beneficiaries of the Ronald McDonald House, the Stewpot organization, and Love for Our Elders. We are proud of their dedication to giving back.
-
-
-
-
-
+3
-
-
New Podcast Episode Alert! ?? Join host Emily Landry, CPA as she sits down with Courtney Kaiser, Executive Director of Camp Thurman in Arlington, TX. https://hubs.li/Q037DSxV0 Talking Points Include: - Courtney's inspiring journey from grad school to leading Camp Thurman - Celebrating Camp Thurman's 56th anniversary ?? - The future of Camp Thurman and its impact on our local community Don't miss this heartwarming episode with an organization our team has proudly supported for many years!
-