September 2022 - Whitley Penn

Jake Morris Joins Leukemia & Lymphoma Society Big Climb Executive Committee

Houston, TX (September 8, 2022) – Jake Morris, WP Edge 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 The Leukemia & Lymphoma


WP Edge Adds John Yeager and Natasha Klebba

Dallas, TX (September 7, 2022) – Whitley Penn’s Client Advisory Services practice, WP Edge, welcomes Managing Directors John Yeager and Natasha Klebba. The WP Edge team is focused on helping with seamless integration of technology with strategic initiatives by consulting with clients to assess their needs to reach their end goals. Once a design is created, WP


IRS Provides Penalty Relief for 2019 and 2020 Returns

September 2, 2022 – The IRS has issued Notice 2022-36 which provides penalty relief for taxpayers that failed to file certain 2019 and 2020 tax returns if those returns are filed by September 30, 2022.  In addition, the IRS will automatically abate previously assessed unpaid penalties and will refund or credit any previously assessed paid

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