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…
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…
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…
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…
Plano, TX (September 1, 2021) – Whitley Penn welcomes Cameron Sampler to the firm’s Plano office as the Assurance Quality Control Director. Sampler is a Certified Public Accountant with more than 20 years of public accounting experience serving a wide range of clients. He primarily works with clients in the banking, retail, manufacturing, technology, manufacturing,…