Whitley Penn

Part two of our Family Office Podcast Series is coming soon on December 4th! Join John Yeager, Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario in this 22-minute episode as they discuss the history, establishment, and current state of family offices, including the 2018 boom. Discover why 80% of family offices are created, the challenges they face, and the importance of technology in managing them. If you have not already, listen to part one released on November 21st anywhere you get your podcasts! https://hubs.li/Q02YRGLk0

What an incredible evening last night at the 8th Annual Fort Worth INC. Entrepreneurs of Excellence Awards! The EoE awards celebrate vision, creativity, and integrity in business, making Fort Worth a premier place to thrive. Whitley Penn was proud to be a presenting sponsor of this inspiring event, supporting the entrepreneurial spirit that drives our community forward.

At Whitley Penn, your wellbeing is our priority. Hear directly from Breanna Oakley, CPA, Tax Partner, about how she has balanced career success with being present for life’s important moments. Learn more about our commitment to work/life balance by clicking the link: https://hubs.li/Q02YnHrw0

Our dedicated public sector team is well known in the industry for their knowledge and experience. Whether you need a single audit or consulting services including debt management solutions, we’re here to support you. This allows you to focus on what truly matters: educating students (ISD and higher education), managing state and local governments, and running nonprofits. Discover what sets our team apart. Click here to put your audit in the hands of an industry-dedicated team: https://hubs.li/Q02YZbmy0 Connect with our Public Sector Partners: Celina Cereceres Lupe Garcia, CPA Patrick Simmons Rogelio Tovar, CPA

In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of KnowLedger, Kristen Keith of Sage Intacct, Inc., and Alejandro Nazario, CFA, CFP? of TOS Advisors. 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. Listen wherever you get your podcasts! https://hubs.li/Q02YZqwG0

Whitley Penn’s Lunch Buddies Program is proud to have received HLB International's Innovation Award! This award recognizes those who not only embrace innovative thinking, but also cultivate an environment that encourages creativity and forward-thinking practices. Pictured is Lunch Buddies founder and Marketing Manager, Kendall Jones. Lunch Buddies was introduced in 2022 to enhance employee connections and foster a sense of community. Employees voluntarily sign-up at the beginning of each month to be randomly paired with a coworker to go to lunch with to further enable relationship development, and cross-departmental education. The firm’s management committee approved the initiative and related expenses and continues to support it due to the program’s success. Learn more about Lunch Buddies and this recognition here: https://hubs.li/Q02YzHd20

Congratulations to Whitley Penn CEO & Managing Partner, Larry Autrey, for being named to D CEOs Dallas 500 List! The Dallas 500 is a special edition that profiles the most influential leaders in North Texas, across a wide spectrum of industries. It’s produced by the editors of D CEO, the award-winning business title of D Magazine Partners. Learn more about Larry and this recognition here: https://hubs.li/Q02YrkTh0

Last Tuesday, Amanda Beabout, CPA and Kristen Sayegh, CPA elevated our firm’s WAVE initiative by hosting an exclusive networking event with emerging talents from across Houston. The event was crafted to show younger staff from various firms that with a bit of practice, connecting can be both effortless and fun. What a wonderful success!

As the year draws to a close, it's the perfect time to optimize your corporate tax strategy. Check out a few tips to help make the most of every opportunity. Need personalized advice? Connect with our tax professionals today: https://hubs.li/Q02Yj6wd0 Disclaimer: This?is designed only to provide general information regarding its subject matter and should not be construed as tax, accounting, or legal advice to any specific person or entity. The statutes, authority, or other law discussed or cited?are subject to change and Whitley Penn assumes no obligation to update the reader of any changes. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional tax advisor based on the application of the appropriate law and authority to the facts and circumstances applicable to that person or entity.

Employee Retention Credit (ERC) claim delays continue to frustrate businesses using Professional Employer Organizations (PEOs). Frank Iannelli, Strategic Consulting Managing Director, shares insights on navigating these challenges in a recent article on Forbes. Read the full article: https://hubs.li/Q02YhmNG0