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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 m ...
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!Whitley Penn
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Whitley Penn Talks
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-c…
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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, mentorshi…
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!Whitley Penn
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.Whitley Penn
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.Whitley Penn
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.Whitley Penn
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.Whitley Penn
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.…
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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.Whitley Penn
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.Whitley Penn
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.Kendall Jones
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
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.Whitley Penn
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 operati…
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.Whitley Penn
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 profe…
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
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.Whitley Penn
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 professional…
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Myth Busters: Episode #1
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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 profes…
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 Iannelli, and Senior Tax Manager, Robert Pike discuss the details.Whitley Penn
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 s…
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 ov…
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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 R…
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.Whitley Penn
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.Whitley Penn
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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!Whitley Penn
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.Whitley Penn
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Turning Obstacles into Opportunities for Growth, with Kristen Sayegh
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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 obst…
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 buyi…
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 DEVEL…
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.Whitley Penn
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.Whitley Penn
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, th…
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Energy Executive Profile #11: Erik Holt
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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 filing…
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.Whitley Penn
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.Whitley Penn
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.Whitley Penn
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, wh…
