Fort Worth, TX (December 12, 2022) – Whitley Penn is pleased to announce the following individuals have been promoted to Partner as of January 1, 2023: Jenni Barnett – Audit Partner Amanda Beabout – Audit Partner Kate Devey – Tax Partner Libby Keifer – Tax Partner Katherine Kirk – Tax Partner Amy Mann – Oil
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Fort Worth, TX (November 17, 2022) – Aaron Ballard, Whitley Penn Forensic, Litigation & Valuation Services Partner, has been selected to receive the 2022 AICPA Forensic and Valuation Services (FVS) Standing Ovation Recognition. This program recognizes professionals in the FVS practice area who are age 40 or under, have received the ABV and/or CFF credential,
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Plano, TX (November 14, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, was recognized last Friday, November 11 as Business Executive of the Year by the Plano Chamber of Commerce at the Best of Plano 2022 event. “To receive this recognition along with many other outstanding and accomplished individuals and
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Have you ever received an unusual message or phone call from someone who claims to be in your organization demanding information? If your answer is yes, you may have been the victim of a social engineering attack. Social engineering is just one of many ways cyber criminals attempt to gather confidential information. What is Social
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Plano, TX (October 19, 2022) – Autumn Kraus, Whitley Penn Forensic Litigation and Valuation Partner received the YMCA Catalyst Advancing Equity Award at the October 18, 2022, YMCA Key Leaders Luncheon. The YMCA of Metropolitan Dallas developed the Catalyst Advancing Equity award to recognize an individual and organization that has been crucial to advancing the
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Dallas, TX (October 18, 2022) – Whitley Penn has been listed for the seventh year in a row to the Dallas Business Journal’s seventh annual Middle Market 50 list. The firm ranked #45. The list honors the fastest-growing private and public companies that are based in Dallas-Fort Worth and have an annual revenue between $10
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In celebration of Hispanic Heritage Month, we wanted to highlight Celina Cereceres, a leader in our firm who approaches each day with gratitude, determination, and confidence. Read below and learn how Celina’s family, historical figures, and lessons learned helped shape who she is today. “Cesar Chavez, Lauro Cavazos, Ellen Ochoa and most recently Sonia Sotomayor
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Fort Worth, TX (September 14, 2022) – Whitley Penn’s Forensic Litigation & Valuation Group has been named to Texas Lawyer Best of 2022 list. This annual special supplement contains the results of the Texas Lawyer readers’ poll, wherein readers cast their votes for the best providers of services and goods to the legal profession. This
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Houston, TX (September 8, 2022) – Jake Morris, Client Accounting & Advisory Services (CAAS) Senior Manager, has joined the Leukemia & Lymphoma Society Big Climb Houston Executive Committee. The Big Climb is a fundraising challenge where participants climb the stairs of an iconic building in their local community in order to raise critical funds for
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Fort Worth, TX (September, 7 2022) – Whitley Penn has been named a “Best of the Best” firm by INSIDE Public Accounting (IPA), ranking 8th in revenue. “On behalf of our Partners and employees, we are honored to be recognized by IPA for more than 20 years as a Best of the Best firm,” stated
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