Brett Murphy, CPA, Whitley Penn Audit Partner, has been elected as Region 13 President of The Leadership Division of the Independent Bankers Association of Texas (IBAT) for a second time. Brett has significant knowledge and experience working with financial institutions and financial services companies. To learn more about Brett and this position, click here: https://hubs.li/Q02Myh8k0
Whitley Penn
Accounting
Fort Worth, TX 12,822 followers
Whitley Penn is a Texas based, full service public accounting firm founded in 1983.
About us
We are a full-service public accounting firm whose culture is based on people and exhibited through the respect, encouragement, and courtesy we wear on our sleeves. Whitley Penn helps people grow as individuals and achieve their professional goals by providing beneficial growth opportunities that focus on achievement and career development. Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting.
- Website
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http://www.whitleypenn.com
External link for Whitley Penn
- Industry
- Accounting
- Company size
- 501-1,000 employees
- Headquarters
- Fort Worth, TX
- Type
- Partnership
- Founded
- 1983
- Specialties
- Business Process Improvement, Business Valuation Services, Employee Benefit Plans, Accounting, Land Administration, Strategic Consulting, Outsourced Accounting, Audit, Tax, Litigation & Forensic Accounting Services, Transaction Advisory, Risk Advisory, Oil & Gas Outsourcing, Client Accounting Services, Tax Compliance & Planning, and Consulting
Locations
Employees at Whitley Penn
Updates
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With record-high estate tax exemptions set to expire at the end of 2025, it’s crucial to act now to optimize your estate plan. This case study by Jennifer Grammer, CPA Tax Senior Manager, in partnership with Cecily Bolding, CFP® of Northern Trust reveals how a married couple could face a $6.08 million tax bill if they wait until 2026. Curious about how this could affect you? Click the link to explore the full insight and start planning for a secure future! ⬇️ https://hubs.li/Q02MBHrV0
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We're grateful to First United Bank Plano Parkwood for their hospitality in hosting a Financial Pillar Lunch & Learn event, yesterday. It was an honor to have our very own Daniel Boarder, Deal Advisory Partner, share his insights on Mergers and Acquisitions.
Community Engagement & Development | Business Development | Community Outreach | Connector | Purpose Driven Leader
We had an educational Financial Pillar Lunch & Learn today on Mergers and Acquisitions, featuring Daniel Boarder, Partner and Deal Advisory at Whitley Penn. Key takeaways included expert tips on financing sources, strategies for successfully preparing for a transaction, and ways to enhance company value. Don't miss our next monthly lunch and learn at First United Bank Plano Parkwood. Our mission is to inspire and empower you to Spend Life Wisely! Michael Worley Danielle Reynolds Kristen Lollar Justin Krebbs Davis Wong Spenser Hinkelman Terry Johnston Mark Winger Lori Ann Fox Alex Vantarakis Reggie Carter Harold Carter
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Elevate your industry knowledge this fall! Join us for the virtual Whitley Penn Public Sector Seminar on September 6th as we dive into the topics of GASB, OMB, & Legal Updates with industry leaders. Take your professional skills to the next level and receive 4 hours of CPE by attending this event! Register by clicking the link here: https://hubs.li/Q02MbB810 Connect with our speakers below: Celina Cereceres of Whitley Penn Guadalupe Garcia, CPA of Whitley Penn Sarah Langlois of Spalding Nichols Lamp Langlois Louis Stratton, CPA, CITP, CGMA, MBA of DebtBook
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Nonprofit organizations play a crucial role in our communities, providing essential services and support to those in need. However, their status as tax-exempt entities means that they are subject to intense regulatory scrutiny. Checkout some of the frequently asked questions we receive below and learn more about we can support you and your organization here: https://hubs.li/Q02LPqp10 Connect with our Nonprofit Industry Leaders: Emily Landry, CPA Jonathan Rittenhouse
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In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, CPA, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the crucial audit and tax challenges that healthcare entities may encounter, and more. Click the link to listen in: https://hubs.li/Q02Lngfm0
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Don't forget to register for our Permian Basin Energy Conference happening on August 28th! You won't want to miss out on hearing from our incredible lineup of speakers who are leading the way in the energy industry. Join us to gain valuable insights and be part of the conversation shaping the future of energy. Register now and secure your spot! https://hubs.li/Q02L28QT0 Speakers: - Keynote: Ray Perryman of the Perryman Group - Ryan Monahan of Quorom - Brandon Newton of Whitley Penn - Anna McMinn Brandl of Kelly Hart & Hallman LLP - Clark Rucker of Kelly Hart & Hallman LLP - David Artzerounian Jr. of USI Insurance Services
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We are incredibly thankful for our sponsors Quorom and USI Insurance Services, whose invaluable support will help make our upcoming energy conferences across Texas a success. A special thank you to our local sponsors, Kelly Hart & Hallman LLP for their generous support of both our Permian Basin and Fort Worth conferences, BOK Financial for their sponsorship of our Fort Worth conference, O'Melveny & Myers LLP for their sponsorship of our Dallas conference, and to Olivia Gibbs LLP for their sponsorship of our Houston conference. Join us in the following markets by registering through the link below: https://hubs.li/Q02LW5Ch0 Permian Basin: Wednesday, August 28th Fort Worth: Thursday, September 19th Dallas: Wednesday, October 23rd Houston: Wednesday, October 30th
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In the most recent installment of our WP Cares podcast, Emily Landry, CPA is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA Fort Worth). Throughout the episode, they discuss the accounting industry as a whole, highlight new initiatives on the horizon, and explore various ways to get involved within the association. Listen to the full episode by clicking the link here: https://hubs.li/Q02KHX6n0