July 2020 - Whitley Penn

Paycheck Protection Program (PPP) Loan Frequently Asked Questions

By: Jake Morris 7/29/2020 ** If you are reading this and still have not applied for the PPP loan, there is still time. Currently, the application deadline is August 8, 2020, so please move quickly to apply and secure the funds needed to help your business. ** On March 27, 2020, President Trump signed the


Brett Murphy Joins IBAT – Leadership Division Board of Directors

Austin, TX (July 21, 2020) – Brett Murphy, Audit Partner in the firm’s Austin office, has been named to the Independent Bankers Association of Texas (IBAT) – Leadership Division Board of Directors. Murphy primarily works with clients in the financial institutions industry but has significant experience working with publicly-traded and privately-held companies across a myriad of


Justin Blok & Walter Bratic Named as Leading Expert Witnesses on the IAM Patent 1000 List

Houston, TX (July 16, 2020) – Justin Blok, Forensic, Litigation and Valuation Services (FLVS) Partner, and Walter Bratic, FLVS Managing Director, have once again been named as Leading Expert Witnesses on the IAM Patent 1000: The World’s Leading Patent Professionals 2020, a list that identifies leading patent service professionals around the world. Blok and Bratic are often requested


Mike Herman Named Chief Operating Officer

Fort Worth, TX (July 15, 2020) – Mike Herman has joined the firm as Chief Operating Officer. Herman has 30 years of operational management, strategic and financial leadership experience with a diverse background in accounting, finance, treasury, compliance, information technology security, risk management, human resources and commercial transactions (M&A). Prior to joining Whitley Penn, Herman served


Whitley Penn Increases Ranking In Largest Houston Area Accounting Firms List

Houston, TX (July 13, 2020) – Whitley Penn was recently named to the Houston Business Journal’s Largest Houston Area Accounting Firms list, ranked by total local accounting professionals. The firm ranked #13 on this year’s list as compared to #16 in 2019. With significant firm growth and strengthening client relationships, the firm aims to be a continuous resource


Felix Lozano Elected to Chair the International Digital Committee for Nexia International

Dallas, TX – (July 7, 2020) – Felix J. Lozano, III, CPA, CFE has been elected to Chair the International Digital Committee for Nexia International.  This committee focuses on the importance of information technology and digital matters. Lozano is the Partner in Charge of Whitley Penn’s Dallas office, Director of the Firm’s Audit department, a member of the Firm’s Executive

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