Joe Lavis Named to People Newspaper's 20 Under Forty List
Dallas, TX (April 21, 2025)
Joe Lavis, Whitley Penn Partner-in-Charge of the Dallas office, has been named to People Newspaper’s 20 Under Forty list.
The 20 Under Forty program highlights young adults in the Park Cities and Preston Hollow neighborhoods who are making a name for themselves and a difference for their community. During a month-long nomination process, People Newspapers solicited recommendations from readers, and through an editorial process, considered career accomplishments, community ties, and philanthropic work to determine the final 20.
“I am deeply honored to be named to this esteemed list,” stated Lavis. “Beginning my journey as a staff associate at Whitley Penn and obtaining this recognition is incredibly meaningful to me. The support and opportunities provided by Whitley Penn have been instrumental in my growth and have greatly contributed to my leadership accomplishments.”
Lavis has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. He primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services industries.
Lavis’ experience includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations and calculations, start-up accounting, and other general tax consulting and accounting projects.
Lavis is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA). Additionally, he is an Executive Challenge Member for the American Heart Association’s Dallas Heart Walk, Committee Member of the North American Petroleum Accountants Conference (NAPAC), and previously served as the President for the Dallas Chapter of the Council of Petroleum Accountants Society (COPAS). He formerly served as a Board Member of the Junior Achievement of Dallas – Young Executive Society. In 2024, Joe graduated from Dallas Regional Chambers’ LEAD YP program.
Lavis received his BBA in Accounting from Baylor University.
About People Newspapers
People Newspapers publishes Park Cities People and Preston Hollow People. Both publications have won numerous awards from the Texas Press Association, Suburban Newspapers of America, Local Media Association, and National Newspaper Association. For more information, please visit, https://www.peoplenewspapers.com.
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and consulting advisors have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
Dallas, TX (April 21, 2025)
Joe Lavis, Whitley Penn Partner-in-Charge of the Dallas office, has been named to People Newspaper’s 20 Under Forty list.
The 20 Under Forty program highlights young adults in the Park Cities and Preston Hollow neighborhoods who are making a name for themselves and a difference for their community. During a month-long nomination process, People Newspapers solicited recommendations from readers, and through an editorial process, considered career accomplishments, community ties, and philanthropic work to determine the final 20.
“I am deeply honored to be named to this esteemed list,” stated Lavis. “Beginning my journey as a staff associate at Whitley Penn and obtaining this recognition is incredibly meaningful to me. The support and opportunities provided by Whitley Penn have been instrumental in my growth and have greatly contributed to my leadership accomplishments.”
Lavis has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. He primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services industries.
Lavis’ experience includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations and calculations, start-up accounting, and other general tax consulting and accounting projects.
Lavis is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA). Additionally, he is an Executive Challenge Member for the American Heart Association’s Dallas Heart Walk, Committee Member of the North American Petroleum Accountants Conference (NAPAC), and previously served as the President for the Dallas Chapter of the Council of Petroleum Accountants Society (COPAS). He formerly served as a Board Member of the Junior Achievement of Dallas – Young Executive Society. In 2024, Joe graduated from Dallas Regional Chambers’ LEAD YP program.
Lavis received his BBA in Accounting from Baylor University.
About People Newspapers
People Newspapers publishes Park Cities People and Preston Hollow People. Both publications have won numerous awards from the Texas Press Association, Suburban Newspapers of America, Local Media Association, and National Newspaper Association. For more information, please visit, https://www.peoplenewspapers.com.
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and consulting advisors have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
