Кращі подкасти про Whitley Penn (2023)

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Whitley Penn Talks

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WP Cares: Moncrief Cancer Institute 20:15

24d ago20:15

20:15

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 T…

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Whitley Penn Talks

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WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager 21:42

2M ago21:42

21:42

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…

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Whitley Penn Talks

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M&A Strategies: Investing in a Quality of Earnings 39:42

2M ago39:42

39:42

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 …

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Whitley Penn Talks

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CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS 19:42

2M ago19:42

19:42

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…

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Whitley Penn Talks

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Leaning into Your Career with Tabatha Coffey, Tax Partner 24:00

3M ago24:00

24:00

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!…

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Whitley Penn Talks

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Do Your Best Every Day with Jackson Jones, Audit Senior Manager 37:34

3M ago37:34

37:34

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

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WP Educates – Nonprofit Series with Public Sector Audit Partner, Celina Cereceres 39:00

4M ago39:00

39:00

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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Whitley Penn Talks

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Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor 20:04

5M ago20:04

20:04

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…

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Whitley Penn Talks

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Intentional Growth with Aaron Heimbuch, Audit Senior Manager 24:06

9M ago24:06

24:06

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

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Whitley Penn Talks

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Embracing New Opportunities with Evan Green, Audit Senior Manager 51:29

12M ago51:29

51:29

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

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Whitley Penn Talks

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The Value of Maintaining Relationships with Brett Murphy, Audit Partner 51:02

1y ago51:02

51:02

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.…

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Whitley Penn Talks

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Developing a Growth Mindset with Felix Lozano, Chief Growth Officer 44:14

1y ago44:14

44:14

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

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Whitley Penn Talks

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WP Cares: Jamey Ice 36:32

1y ago36:32

36:32

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

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Whitley Penn Talks

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How Can the ERC Help Your Business? 5:51

1y ago5:51

5:51

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

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Whitley Penn Talks

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Developing a Career-Life Balance with Joe Lavis, Tax Partner 32:40

1y ago32:40

32:40

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.…

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Whitley Penn Talks

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WP Cares: Helping Restore Ability 36:20

1+ y ago36:20

36:20

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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Whitley Penn Talks

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Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent 34:53

1+ y ago34:53

34:53

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

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Whitley Penn Talks

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WP Financial Series: Insurance 20:02

1+ y ago20:02

20:02

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

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Whitley Penn Talks

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State of the Economy: 2021 Wrap-Up 27:09

1+ y ago27:09

27:09

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

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Whitley Penn Talks

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The Cyber Guys: Security & Privacy 22:41

1+ y ago22:41

22:41

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

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Whitley Penn Talks

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The Cyber Guys: Navigating Cybersecurity Careers 19:51

1+ y ago19:51

19:51

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

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Whitley Penn Talks

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Energy Executive Profile #12: Jamie Liang, Blackbuck Resources 54:28

1+ y ago54:28

54:28

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…

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Whitley Penn Talks

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The Cyber Guys: Social Engineering and Phishing 16:15

1+ y ago16:15

16:15

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

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Whitley Penn Talks

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Making Your Career Count with Cole Elliot, Tax Senior Manager 38:46

1+ y ago38:46

38:46

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…

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Whitley Penn Talks

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ESG Investing 41:12

1+ y ago41:12

41:12

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.…

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Whitley Penn Talks

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Start Now, Success Later: Estate Law 20:22

1+ y ago20:22

20:22

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

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Whitley Penn Talks

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The Cyber Guys: SOC Reporting 31:45

1+ y ago31:45

31:45

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

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Whitley Penn Talks

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Professional Growth with Caleb Robison, Audit Senior Manager 30:54

1+ y ago30:54

30:54

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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Whitley Penn Talks

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Myth Busters: Episode #1 1:12:46

2y ago1:12:46

1:12:46

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…

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Whitley Penn Talks

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Employee Retention Credit 5:20

2y ago5:20

5:20

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

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Whitley Penn Talks

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The Cyber Guys: Data Breaches & 3rd Party Relationships 38:04

2y ago38:04

38:04

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…

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Whitley Penn Talks

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WP Cares: American Heart Association 31:11

2y ago31:11

31:11

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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Whitley Penn Talks

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Navigating Your Career as a Young Professional with Breanna Oakley, Tax Senior Manager 43:04

2y ago43:04

43:04

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.…

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Whitley Penn Talks

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WP Cares: Race to Kindness 24:28

2y ago24:28

24:28

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…

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Whitley Penn Talks

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State of the Economy: Estate Planning 35:20

2y ago35:20

35:20

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.…

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Whitley Penn Talks

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Start Now, Success Later: Student Loans 14:11

2y ago14:11

14:11

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

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Whitley Penn Talks

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The State of the Economy #2 31:11

2y ago31:11

31:11

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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Whitley Penn Talks

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Go Giver Mentality with Frank Iannelli, Strategic Consulting Managing Director 41:35

2y ago41:35

41:35

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!…

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Whitley Penn Talks

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The Power of Mentorship, with Kristen Lollar 26:04

2y ago26:04

26:04

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!…

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Whitley Penn Talks

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WP Edge - Our Tools for Your Business: Featuring Bill.com 12:33

2y ago12:33

12:33

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

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Whitley Penn Talks

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Start Now, Success Later: Buying vs Leasing a Car 34:00

2y ago34:00

34:00

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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Whitley Penn Talks

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Turning Obstacles into Opportunities for Growth, with Kristen Sayegh 1:07:13

2y ago1:07:13

1:07:13

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…

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Whitley Penn Talks

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Start Now, Success Later: Things to Know When Buying a Home 22:45

2y ago22:45

22:45

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…

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Whitley Penn Talks

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Taking On Opportunities, with Nathen McEown 48:36

2y ago48:36

48:36

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…

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Whitley Penn Talks

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Start Now, Success Later: Investing 36:22

2y ago36:22

36:22

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

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Whitley Penn Talks

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The State of the Economy 25:42

2y ago25:42

25:42

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

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Whitley Penn Talks

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WP Cares: The Net 25:33

2y ago25:33

25:33

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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Whitley Penn Talks

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Energy Executive Profile #11: Erik Holt 1:12:11

2y ago1:12:11

1:12:11

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!…

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Whitley Penn Talks

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Start Now, Success Later: First Time Tax Filing 11:35

2y ago11:35

11:35

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…

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Whitley Penn Talks

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Start Now, Success Later: The Lowdown on 401k 20:01

2y ago20:01

20:01

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

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