Whitley Penn identifies your business and tax problems and delivers solutions across a range of key industries. Our goal is to look at each new challenge with a perspective as unique as the clients we serve.
At Whitley Penn, we take a holistic approach to hiring people. Though we've doubled in size since 2015, we've kept the same principles we started with by hiring people for their talent and integrity. Beyond traditional corporate tax and audit work, our staff specializes in many different service areas, including business valuation, wealth management, business consulting, financial and retirement planning, insurance, and asset management.
As leaders of our industry, we look for every opportunity to educate our clients about important topics. From our Annual Employee Benefit Plan Conference to our Private Equity Panel Discussions, we offer a variety of great educational opportunities to get involved with.
Join us for our 2019 Employee Benefit Plan Conference in Dallas! Click here to view the DFW invite. Click here to view the Dallas Agenda. Featured speakers: Terry Cosand – Partner at Whitley Penn (Emcee) Adam Rhodes –Senior Manager at Whitley Penn (Emcee) Nikki Chriesman-Green – ERISA Counsel at USI Insurance Services Jim Griffin – […]
2019 Employee Benefit Plan Conference - Dallas
Join us for a conference and discussion about employee benefits and retirement plans! Seating is limited, and registration is required. By attending, you will be eligible for four hours of CPE credit (pending approval). Registration is $25. Breakfast is included Topics and Objectives: Fiduciary relationships ERISA legal update Accounting and auditing updates for employee benefit plans Trends […]
2019 Houston Employee Benefit Plan Conference
Join us for a networking series of events as we discuss the various aspects of mergers and acquisitions! Seating is limited, and registration is required. By attending, you will be eligible for one hour of CPE credit. Registration is $15. Schedule: 11:30 a.m. - 12:00 p.m. - Lunch and Registration 12:00 p.m. - 1:00 p.m. - […]
Mergers & Acquisitions 360
Whitley Penn is a proud sponsor of this event. More information is coming soon! Location: San Antonio (Location TBD) For more information, contact us at firstname.lastname@example.org
2019 TSCPA Advanced Healthcare Conference
With offices in Austin, Dallas, Fort Worth, Houston, Texas City, and Plano, 65 partners, more than 550 employees, and a worldwide network affiliation via Nexia International, Whitley Penn is equipped to provide professional services to businesses of any shape or size.
U.S. Supreme Court Overturns the Physical Presence Standard for Sales Tax Nexus
Last week, the United States Supreme Court issued its decision in South Dakota v. Wayfair (“Wayfair”). In a 5-4 ruling, the majority of the court held that the standard established in Quill v. North Dakota requiring a taxpayer to have a physical presence in a state before the state can require it to charge, collect, and remit sales tax was “unsound and incorrect”.