Press Archive

Bill Wilson and Julie Quaranta Nominated to Join TXCPA Committee

Fort Worth, TX (May 31, 2022) – Whitley Penn Tax Director, Bill Wilson, and Tax Senior Manager, Julie Quaranta have been nominated to join the Texas Society of Certified Public Accountants (TXCPA) Federal Tax Policy Committee beginning June 1. The Federal Tax Policy Committee serves as the voice of Texas CPAs to Congress, the Department…

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Whitley Penn Wins 2022 Association for Accounting Marketing – Marketing Achievement Award for Business Development Initiative

Fort Worth, TX (May 24, 2022) – Whitley Penn’s Growth Initiative won in the category of Business Development Initiative for the 2022 Association of Accounting Marketing – Marketing Achievement Awards. There were 23 awards for marketing achievement presented to accounting marketers on May 2 at the Association for Accounting Marketing’s (AAM) annual Summit in Louisville,…

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Whitley Penn Joins Fort Worth Hispanic Chamber of Commerce

Fort Worth, TX (May 24, 2022) – Whitley Penn has joined the Fort Worth Hispanic Chamber of Commerce. “As we continue building our network and making new connections, we look forward to taking advantage of all the opportunities a membership with the Fort Worth Hispanic Chamber of Commerce provides,” stated Whitely Penn Chief Growth Officer,…

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Felix Lozano Named Dallas Metropolitan YMCA Board Chairman

Dallas, TX (April 21, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, has joined the Dallas Metropolitan YMCA as the Chairman on the Board of Directors. Lozano is the first to be the chairman of both the YMCA of Metropolitan Dallas and YMCA of Metropolitan Fort Worth. He previously served…

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Larry Autrey and Jim Penn Named to Fort Worth Inc.: The 400

Fort Worth, TX – (March 7, 2022) – Whitley Penn Managing Partner, Larry Autrey, and Whitley Penn Co- Founder, Jim Penn, have been selected to appear in the 2022 Fort Worth Inc.: The 400.  This listing includes the names and profiles of 400 of Fort Worth’s most influential people. Autrey, CPA, ABV has more than…

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Irfan Dossani Joins ITA Client Accounting Services Committee

Dallas, TX (March 3, 2022) – Whitley Penn WP Edge Partner-in-Charge, Irfan Dossani, has joined the Information Technology Alliance (ITA) Client Accounting Services (CAS) Committee. The Information Technology Alliance is holding its Spring Collaborative Conference April 24-26, 2022, at the Hilton Denver City Center in Denver, Colorado. Attendees can expect a full agenda of sessions for members…

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Peggy Dean to Speak at SheCan Women’s Leadership Conference

Odessa, TX (March 3, 2022) – Whitley Penn Tax Principal, Peggy Dean, will be speaking at the SheCan International Women’s Day Conference held Tuesday March 8th from 7:30 a.m. to 2:00 p.m. at the Odessa Marriott Hotel & Conference Center hosted by the Odessa Chamber of Commerce and sponsored by Whitley Penn. The goal of the SheCan…

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Robert Pike Joins Camp Fire First Texas Executive Committee

Fort Worth, TX (February 23, 2022) – Whitley Penn Tax Senior Manager, Robert Pike, CPA, has joined the Camp Fire First Texas Executive Committee as Treasurer. Pike has over 12 years of public accounting experience serving clients on a wide variety of tax and consulting issues with a focus on partnership & corporate taxation as…

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Meredith Bajorek Joins Mission Central Board of Directors

Fort Worth, TX (February 15, 2022) – Whitley Penn Tax Manager, Meredith Bajorek, CPA, has joined the Mission Center Board of Directors. Bajorek is to serve a 3-year term and was introduced at the January 19, 2022, board meeting.  Bajorek has over 10 years of tax and general accounting experience in both public accounting and…

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Felix Lozano Joins Dallas Regional Chamber Board of Directors

Dallas, TX (January 26, 2022) – Whitley Penn Chief Growth Officer, Felix J. Lozano, III CPA, CFE, has joined the Dallas Regional Chamber Board of Directors for a three year term beginning January 25, 2022. “I am honored and excited to serve on the Dallas Regional Chamber Board of Directors,” stated Lozano. “As growth continues…

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Whitley Penn Joins HLB International

Fort Worth, TX (January 19, 2022) – Whitley Penn announced that the firm has joined HLB International, a global network of independent advisory and accounting firms. Formed in 1969, HLB services clients through their member firms in 159 countries, with more than 32,000 partners and staff in 968 offices worldwide.  HLB is currently the 11th largest global…

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Whitley Penn Welcomes Shea Kracheck as Tax Partner

Plano, TX (January 18, 2022) – Whitley Penn welcomes new Tax Partner, Shea Kracheck, CPA, to the firm’s Plano office. “We are thrilled to be welcoming Shea to Whitley Penn,” stated Toby Cotton, Partner-in-Charge of the Firm’s Tax Practice. “Her impressive professional accounting experience in the construction and real estate industries brings a sharp and…

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Whitley Penn Named 2022 Best Place for Working Parents

Fort Worth, TX (January 13, 2022) – Whitley Penn’s Austin, Dallas, and Fort Worth offices have earned a 2022 Best Place for Working Parents Designation. “Whitley Penn is proud to receive a Best Places for Working Parents Designation for the second year in a row,” stated Managing Partner, Larry Autrey. “The importance of promoting a…

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Lupe Garcia Joins Fort Bend Chamber of Commerce Board of Directors

Houston, TX (January 12, 2022) – Whitley Penn Audit Partner, Lupe Garcia, has joined the Fort Bend Chamber of Commerce Board of Directors. Garcia is a Certified Public Accountant with more than 14 years of experience providing audit services to various governmental entities, including counties, cities, school districts, universities, community colleges and other special-purpose governments….

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Miranda Broussard Earns PHR Certification

Fort Worth, TX (January 11, 2022) – Whitley Penn People Associate, Miranda Broussard, has earned her Professional in Human Resources (PHR) Certification exam through the HR Certification Institute (HRCI). A PHR certification demonstrates one’s mastery of the technical and operational aspects of HR management, including U.S. laws and regulations. Broussard is instrumental in the recruiting,…

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Jennifer Grammer Named CREW Dallas 2021 Rising Star

Fort Worth, TX (December 20, 2021) – Whitley Penn Tax Manager, Jennifer Grammer, won the Commercial Real Estate for Women (CREW) Dallas 2021 Rising Star Award. The Rising Star Award is intended to highlight a new to the industry or young professional member who has contributed to CREW Dallas in the past 12 months and…

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Larry Autrey Named to D CEO’s Dallas 500

Fort Worth, TX (December 15, 2021) – Whitley Penn announces that Managing Partner, Larry G. Autrey, has been named to D CEO’s Dallas 500 List. The Dallas 500 is a special edition that profiles the most influential leaders in North Texas, across a wide spectrum of industries. It’s produced by the editors of D CEO,…

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Whitley Penn Announces New Partners for 2022

Fort Worth, TX (December 15, 2021) – Whitley Penn is pleased to announce the following individuals have been promoted to Partner as of January 1, 2022: Andy Hines, CPA, joined Whitley Penn in 2010. Hines is a certified public accountant with more than 10 years of experience in public accounting serving a broad range of clients,…

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Matthew Reiter Named Whitley Penn Director of Audit

Plano, TX (December 6, 2021) – Whitley Penn announces that Partner Matthew Reiter, will become the Director of Audit effective January 1, 2022. “Having Matthew, a strong and effective leader, step into the role of Audit Practice Director is an exciting move for the firm,” stated Larry G. Autrey, Whitley Penn Managing Partner. “He has…

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Felix Lozano Named Whitley Penn’s Chief Growth Officer

Dallas, TX (November 9, 2021) – Whitley Penn announces that Partner and Director of Audit Felix J. Lozano, III CPA, CFE, will be transitioning to the role of  Chief Growth Officer effective January 1, 2022. “This is an exciting and necessary step forward as we focus on the sustainable growth and future of the firm….

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Whitley Penn Named as a Finalist in D CEO’s 2021 Excellence in Healthcare Awards

Dallas, TX (October 20, 2021) – Whitley Penn’s employee wellness program, FitWhit, has been named an Outstanding Wellness Program finalist for the second year in a row in D CEO’s 2021 Excellence in Healthcare Awards. These awards honor individuals, companies, and organizations in the region’s healthcare and corporate wellness industries. FitWhit was created as the firm’s wellness…

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Whitley Penn Odessa Office Holds Ribbon Cutting and Open House

(Odessa, Texas) October 20, 2021 –Whitley Penn’s Odessa, Texas, office held an official ribbon cutting ceremony and open house through the Odessa Chamber of Commerce to recognize the firm’s new location yesterday, October 19. “We are thrilled to officially celebrate the opening of our new Odessa office alongside the Odessa Chamber of Commerce, clients, family…

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Whitley Penn Hires New Audit Senior Manager

Austin, TX (October 4, 2021) – Mark Biegler, CPA has joined Whitley Penn as a Senior Manager within the firm’s audit group. “We are thrilled to have Mark as a member of the Whitley Penn audit team,” stated Felix J. Lozano III, Director of Audit. “Mark’s experience with financial institutions, mortgage banking, investment advisory and…

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