Press

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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Robert Allen, CFA, ABV, Earns CEIV™ Credential

Fort Worth, TX (September 28, 2021) – Forensic, Litigation and Valuation Managing Director, Robert Allen CFA, ABV, has earned the Certified in Entity and Intangible Valuations credential from the American Institute of Certified Public Accountants (AICPA). Allen has in-depth financial advisory and valuation experience with a focus on business valuation, intangible asset valuation, and value…

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Whitey Penn Contributes to American Heart Association’s Dallas Heart Walk

Dallas, TX (September 27, 2021) – Whitley Penn professionals recently participated in the initiative to raise money for the American Heart Association’s Dallas Heart Walk. Through individual contributions, Team Whitley Penn was able to collectively beat their goal of $25,000 and raised over $33,000 in donations. “I am extremely fortunate to be a part of…

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Whitley Penn Hires New Tax Director

Plano, TX (September 9, 2021) – William (Bill) Wilson, CPA has joined Whitley Penn as a Director within the firm’s Tax group. Wilson previously worked 37 years with IRS, including 20 years at the National Office level. Most recently, Wilson was a Team Manager in the Passthrough Entities Practice area where he led high profile…

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