Industry Insights

Explore timely tax alerts and whitepapers, thought-provoking podcast episodes, and industry trend analyses; your one-stop destination for actionable insights. Stay connected with the latest strategies, compliance updates, and best practices to help your business thrive in a rapidly changing marketplace.

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Industry Insights

Explore All Insights

Explore Industry Insights

2026 Whitley Penn Tax Pocket Guide

Whitley Penn Talks: A Crude Bit of Humor – Squishy Law & Probate Drama … Welcome to Oil Country

Tax Alert: IRS Requires Electronic Tax Payments and Refunds

Whitley Penn Talks: Changing Lives in Midland One Yard at a Time

Whitley Penn Talks: 2026 Healthcare Trends – AI, Compliance, & Succession Planning

Whitley Penn Talks: A Crude Bit of Humor – AI Gets Its Hands Dirty in Energy Pt.2

Accounting Standards Update: Purchased Loans

Whitley Penn Talks: A Crude Bit of Humor – AI Gets Its Hands Dirty in Energy PT.1

U.S. Healthcare Fraud Takedown 2025: A White Paper Synthesizing one of the Largest Enforcement Actions in American History

Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund

Whitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting Economy

What you need to know about GASB No. 101 compensated absences

GASB No. 101 Compensated Absences – From Inventory to PTO: FIFO and LIFO Take a New Shift

Whitley Penn Talks: The Untold Stories of Austin’s Rescued Residents

Whitley Penn Talks: What’s Hot in Energy M&A

Whitley Penn Talks: Universities React to Texas Senate Bill 262

Whitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton Youth

Whitley Penn Talks: What Texas Senate Bill 2610 Means for Small Businesses

Whitley Penn Talks: Nonprofits in the Current Economic Environment

Whitley Penn Tax Alert: IRS Announces Tax Relief for Victims of Texas Floods

Whitley Penn Talks: Texas Senate Bills 262 and 522

Whitley Penn Tax Alert: President Trump Signs Reconciliation Bill into Law

Updates on the Texas Produced Water Case

Secondment Spotlight: Insights from a TOA Tax Associate

How to Accelerate Your Month-End Close

Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas

Whitley Penn Talks: 2025 Tax Updates

Key Drivers of Change in the Energy Industry

Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community

Whitley Penn Talks: Advancing Women in Commercial Real Estate

Whitley Penn Talks: 2025 Transparency Act

Whitley Penn Cares: Featuring the Permian Strategic Partnership

Let’s Talk March Madness

Solving Technology Challenges in Family Offices with Raymond Dinunzio

Family Office Insights and Solutions with Raymond Dinunzio

Whitley Penn Cares: Featuring the American Warrior Association

WP Cares: Featuring Camp Thurman

Make Your Data Work for Your Family Office Without Breaking the Bank

A Guide to Mineral Management for Family Offices

WP Cares: How St. Jude is Changing Childhood Cancer Care

2025 Whitley Penn Standard Tax Pocket Guide

The Future of Family Office Technology

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Secondment Spotlight: Insights from an Auditor in Perth, Australia

Navigating Family Office Strategies: Insourcing vs. Outsourcing

Fund Administration Unveiled: Insights with Industry Leader Katie Peck

Secondment Spotlight: An Auditor’s Journey to the Gold Coast

Navigating Mineral Ownership: Strategies for Mineral and Asset Management

Exploring the Evolution of Family Offices: Insights from Industry Leaders

What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario

Unlocking Business Insights with Custom Data Products and Strategies

Year-End Tax Considerations for Vet Practices: Part 2

Final Corporate Transparency Act Reminder: FinCEN Report Filing Deadline Approaching

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How AI and Data Analytics Can Transform Oil and Gas Operations

Not Too Early: Year-End Tax Considerations for Vet Practices

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Cybersecurity Risk Assessments: The Digital Health Check Your Organization Needs

Outsourced Accounting: Elevating Your Internal Processes

investment fund growth in business and finance, growing graphs and charts with statistics and digits

A Comprehensive Guide to Fund Administration: Answering 5 Important Investment Fund Questions

WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA

Corporate Transparency Act Reminder: FinCEN Report Filing Deadline Approaching for Millions of Small Businesses

Two handsome, diverse colleagues are seen engaging in a productive conversation while utilizing wireless technology and a digital tablet in a modern office setting. Their smart casual attire adds to their professional appearance as successful employees.

Case Study: Streamlining Communications and Engagement Organization

Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology

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Spotlight on Transfer Taxes: The High Cost of No Planning

WP Cares: Featuring the TXCPA Fort Worth Chapter

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Using Data Analytics for Major Event Management

Water Y’all Talking About? Produced Water Concerns for Mineral and Surface Owners

IRS Announces Tax Relief for Hurricane Beryl Victims

CAAS Matters: Featuring Ashley Edwards of Insperity

Western USA Housing Multi-Family Homes Featuring Townhomes Ranch-Level and Multi-Level Residences (Shot with Canon 5DS 50.6mp photos professionally retouched - Lightroom / Photoshop - original size 5792 x 8688 downsampled as needed for clarity and select focus used for dramatic effect)

The Current Impact of Interest Rates on the Real Estate Industry

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Navigating the Future of Family Wealth: Retirement Planning Strategies

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Estate Planning Considerations by Net Worth

WP Cares: Featuring the Fort Worth Museum of Science and History

IRS Announces Tax Relief for Texas Storm Victims

Featuring the North Texas Community Foundation

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Navigating the M&A Landscape in the Permian Basin

Fueling Efficiency with MineralWare

Bridging the Gap Between Education & Employment

Reaching Your Professional Development Goals

CAAS Matters: Unlocking The Power of Data and Insights

CAAS Matters: Transaction Quarterback Gameplan

The Shifts in Energy Lending and How to Adapt

Four pump jacks producing oil, Image taken near the town of Virden, Manitoba. Image taken from a tripod.

Meet Our Industry Leaders: Energy Spotlight

WP Cares: Featuring The Fort Worth Report

Whitley Penn’s Expansion into San Antonio

CAAS Matters: Controllership & Interim Advisory

Growth Strategies with Nathen McEown

Whitley Penn 2024 Standard Tax Pocket Guide

IIA Global Internal Audit Standards Update

CAAS Matters: Featuring John Russo of Sage Intacct

Reflections, Growth and More with Felix Lozano

WP Cares: Featuring Carter BloodCare

The Benefits of Outsourced Accounting

How Startups Can Prepare for a First Time Audit

Social Engineering and Phishing

Understanding the Difference Between W2s and 1099s

5 Tips for Creating Strong and Unique Passwords

Developing the NextGen-eration of Leaders

WP Educates: Nonprofit Series with Celina Cereceres

Do Your Best Every Day with Jackson Jones

Leaning into Your Career with Tabatha Coffey

CAAS Matters: Uncovering Insights & Perspectives

M&A Strategies: Investing in a Quality of Earnings

WP Educates: Mineral & Asset Management

WP Cares: Featuring Moncrief Cancer Institute

M&A Strategies with Lindsey Wendler of Dresner Partners

WP Cares: Featuring Gladney Center for Adoption

CAAS Matters: Featuring Kalil Merhib of CPA.com

WP Cares: Texas Southern Cattle Raisers Association

CAAS Matters: Featuring Ashleigh Sutter of Intuit

CAAS Matters: Technology Solutions

WP Educates: Nonprofit Series with CAAS Leaders

WP Educates: Nonprofit Series with Frank Iannelli

WP Educates: Nonprofit Series with John Williamson

WP Educates: Nonprofit Series with Emily Landry

Why Consider a Sell-Side Quality of Earnings Analysis?

Texas and Wyoming Severance Tax Exemption

2024 Corporate Transparency Act Filing Requirements

TX Comptroller Updates Policy on Flowback, Water Transfer

Portrait of a young woman celebrating the day of the dead

Celebrating Hispanic Heritage Month

SEC Rules for Private Equity and Hedge Funds

Texas and Wyoming Severance Tax Exemption

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How Whitley Penn Can Help

Whitley Penn delivers specialized solutions for key sectors including Energy, Healthcare, Manufacturing, and
Private Equity, plus many more. Explore the industries we serve to see how our tailored strategies and deep experience
can help your organization succeed. Click to learn more about these featured industries or view our full list of offerings.

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Energy

Whitley Penn offers in-depth knowledge of the energy industry and superior client service. We understand the accounting, advisory, wealth management and litigation aspects of the energy industry and have decades-long relationships with energy clients.

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Manufacturing, Distribution & Logistics

We work with publicly-traded and privately-held manufacturing, distribution & logistics companies of all sizes, including some that have international operations. Our partners understand cross-border tax issues and help clients use them to a competitive advantage.

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Healthcare

The Whitley Penn healthcare team provides audit and assurance, tax, and consulting services tailored to the nuances that span across a myriad of healthcare settings. We’ll manage your business challenges so that you can focus on your patients and providers.

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Private Equity

Whitley Penn’s team of trusted private equity professionals provide support for mission-critical mergers, acquisitions, and divestitures on the fund side as well as at the portfolio company level.

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How Whitley Penn Can Help

Energy

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Private Equity

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