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…
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,…
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,…
Houston, TX (May 23, 2022) – Whitley Penn Tax Partner, Kristen Sayegh, has been named to Houston Business Journal’s 2022 40 Under 40 Class of 2022 honorees. To be considered, nominees had to reside in the 10-county Houston area and be under 40 years of age as of December 31, 2021. The Houston Business Journal’s…
Dallas, TX (May 19, 2022) – Whitley Penn has ranked #7 in the Dallas Business Journal’s North Texas Accounting Firms list. The list ranking is based off the number of local CPA’s in 2021. “We are proud to be recognized as one of the Largest North Texas Accounting Firms,” stated Larry Autrey, Whitley Penn Managing…
Fort Worth, TX (May 9, 2022) – Whitley Penn Strategic Consulting Managing Director, Frank Iannelli, has joined the Humane Society of North Texas (HSNT) Board of Directors. “I am looking forward to making a difference alongside a dynamic group of board members at the Humane Society of North Texas,” stated Iannelli. “This organization stands for…
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…
Fort Worth, TX (March 16, 2022) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firmed ranked at #40. The firm also ranked #36 among the Top Tax Firms and the second largest firm in the Southwest. “We are honored to be named to Accounting Today’s Top 100 Firm list,”…
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…
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…
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…
Austin, TX (March 3, 2022) – Whitley Penn has been listed for the third year in a row to the Austin Business Journal’s Largest Austin-Area Accounting Firms list. The list of Austin’s largest accounting firms is ranked by CPAs in the local office. Whitley Penn is currently ranked at 16. “As we work to continue…
Houston, TX (March 3, 2022) – Whitley Penn has been named to the University of Houston’s (UH) Cougar 100 List for a seventh year. This year, the firm ranked at #53. The Cougar 100 award identifies, recognizes, and celebrates the world’s fastest UH Cougar-owned and Cougar-led businesses, demonstrating to all that UH alumni are among…
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…
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…
Plano, TX February 10, 2022) – Whitley Penn Chief Marketing Officer, Kristen Lollar, has joined the Executive Committee for the Plano Chamber of Commerce. She has actively served on the Plano Chamber of Commerce Board of Directors since 2020. “It is an honor to serve on the Plano Chamber Executive Committee,” stated Lollar. “With such a talented…
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…
Fort Worth, TX (January 24, 2022) – Whitley Penn Chief People Officer, Robyn Martin, has joined the Women’s Center of Fort Worth Board of Directors effective January 2022. “The Women’s Center has incredible leadership and a fantastic peer group on the Board,” stated Martin. “Consistently you will hear that The Women’s Center is one of the most…
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…
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…
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…
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….
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,…
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…
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,…
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,…
Fort Worth, TX (December 13, 2021) – Whitley Penn has been named to the Fort Worth Business Press Top 100 Private Companies list, ranking at 22 out of 100 based on 2020 total sales. “It is an honor for Whitley Penn to be receiving this recognition from the Fort Worth Business Press. The Fort Worth…
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…
Houston, TX – (November 29, 2021) – Whitley Penn Audit Partner, Brian Starr, has been named the Vice President of the Sam Houston State University Alumni Association. Members of the Alumni Association Board of Directors are elected by Directors of the Association (or under special circumstances, appointed by the Board President) to hold the position…
Forth Worth, TX (November, 10 2021)- Whitley Penn is a proud presenting sponsor of Fort Worth Inc.’s Entrepreneur of Excellence Awards for 2021. “The Entrepreneur of Excellence Awards offers an outstanding opportunity to recognize Fort Worth’s driven and successful businesspeople,” stated Felix J. Lozano III, Chief Growth Officer at Whitley Penn. “Whitley Penn is proud…
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….
Dallas, TX (November 3, 2021)- The Texas Business Hall of Fame held its 38th Annual Induction Dinner to honor six new inductees. Whitley Penn Tax Partner, Jon Karp, is the 2021 Chairman for the Texas Business Hall of Fame. Additionally, Karp serves on the Board of Directors and Awards Committee. “I am truly humbled and…
Dallas, TX (October 21, 2021) – Whitley Penn Director of Audit and Partner in Charge of the Dallas Office, Felix J. Lozano, III received the YMCA Inaugural Catalyst Initiative Award for his volunteer services. This award is presented to a volunteer at the Dallas YMCA who has demonstrated exceptional commitment to a program or has…
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…
(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…
Dallas, TX (October 12, 2021) – Whitley Penn has been listed to the Dallas Business Journal’s North Texas Private Companies list. The list is ranked by companywide revenue in 2020 by those headquartered in one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Johnson, Kaufman, Parker, Rockwall, Tarrant and Wise. Companies eligible to…
Fort Worth, TX (October 6, 2021) – Whitley Penn’s Forensic Litigation & Valuation Group has been named to Texas Lawyer Best of 2021 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…
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…