March 2021 - Whitley Penn

The collection of previous press releases from Whitley Penn.

John Oden Named Finalist for D CEO’s M&A Awards

Plano, TX (March 30, 2021) – Whitley Penn proudly announced that John Oden, Transaction and Advisory Managing Director, has been named a finalist for the D CEO 2021 Mergers & Acquisitions Awards. D CEO partners with ACG (Association for Corporate Growth)on this prestigious program which honors North Texas’ top business transactions and dealmakers. All finalists


March 26, 2021: Senate Passes Paycheck Protection Program Extension

The Coronavirus Aid, Relief, and Economic Security (“CARES”) Act established the Paycheck Protection Program (“PPP”) that provides loan funding for eligible small businesses. Under the CARES Act, a PPP loan may be forgiven if the borrower uses the proceeds to pay certain cost (including payroll, occupancy, and other specified expenses) during a qualifying payment period beginning


John Williamson, CPA-CITP, CIA, CFE, CISA Earns CITP ® Credential

Dallas, TX (March 25, 2021) – Risk Advisory Services Partner, John Williamson CPA-CITP, CIA, CFE, CISA has earned the Certified Information Technology Professional credential from the AICPA. Williamson maintains experience in public accounting, internal audit and enterprise risk management. His practice emphasis is in operational and technology risk management, Systems and Organization Control (SOC) 1,


March 18, 2021: IRS Postpones April 15 Due Date

The IRS announced that it has postponed the due date for individual income tax returns from April 15, 2021 until May 17, 2021. The IRS had previously postponed the due date for various tax filings and payments for Texas, Oklahoma, and Louisiana taxpayers until June 15, 2021 (See “Whitley Penn Tax Alert:  IRS Announces Tax


March 11, 2021: Congress Passes $1.9 Trillion Relief Package

Yesterday, Congress passed a budget reconciliation bill that includes the “American Rescue Plan Act” (“ARPA”, “Plan”), a $1.9 trillion COVID-19 relief package.  President Biden is expected to sign the bill into law this week. The ARPA includes several taxpayer economic relief and individual and business income tax provisions. One of the provisions frequently discussed in


Jim Penn Named Finalist for D CEO’s Financial Executives Awards 2021

Fort Worth, TX – (March 3, 2021) – Whitley Penn Co-Founder, Partner and CFO, Jim Penn, has been named a finalist for the 2021 DCEO Financial Executives Awards. Through the collaborative efforts of the editors at D CEO, the Association for Corporate Growth, the Dallas CPA Society, and Financial Executives International, this award honors top financial

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