Whitley Penn

Since joining Whitley Penn’s Client Accounting & Advisory Services (CAAS) Energy team, Karyn Barlag has immersed herself in various aspects of the industry, from non-operators to operators, and become proficient in different accounting software. Beginning as an Associate, she has progressed to the role of Accounting Manager and is currently preparing for the Accredited Petroleum Accountant (APA) exam this summer.

Learn more about Karyn's team here: https://hubs.li/Q02DC9jg0

Our 2024 Leadership Summit starts NOW! 🚀

Follow us on Instagram to keep up with moments from our internal conference: https://hubs.li/Q02CV2LC0

Our team actively participates in the community, fostering connections and expanding our network. Whether we sponsor events, engage with talented students on campus, or gain valuable insights at symposiums, our passion lies in connecting with people.

Discover how Joe Lavis, Tax Partner and current President of the Council of Petroleum Accountants Society (COPAS) Dallas, kickstarted his career in the Energy industry. Learn about the mentors who have influenced him and the advantages of being actively engaged in local organizations.

Interested in joining our Energy team? Explore opportunities here: https://hubs.ly/Q02C2PZy0

Retirement planning involves key decisions like timing job exits and maximizing social security benefits. Learn about the three pillars of a thoughtful approach to retirement planning here: https://hubs.li/Q02Cv_x40

Our Fort Worth tax team had a fulfilling day volunteering at Community Link Mission yesterday. Community Link offers vital services such as food assistance, benefit support, job training, and mental health counseling to those in need in Northwest Tarrant County.

Juneteenth is an essential day in Black history. The celebration started on June 19, 1865, the day that slavery officially ended in Texas, and the United States as a whole. In 2021, President Joe Biden officially established Juneteenth National Independence Day as a federal holiday, taking place on June 19th each year.

Our team in Houston had a blast celebrating the end of busy season at Home Run Dugout! They enjoyed using indoor batting bays, playing co****le and wiffle ball, and indulging in great food and drinks.

7 Days until our internal Leadership Summit! 🚀

This internal conference for managers and above, allows us to connect with one another, extend firm updates, learn, align, collaborate, and celebrate milestones. Follow us on Instagram to keep up with : https://hubs.li/Q02Byn4s0

On this special day, we want to wish a Happy Father's Day to the incredible fathers within our firm!

Welcome to our talented group of summer interns! We are thrilled to have you on board and can't wait to see all the amazing things you will accomplish during your time with us.

Learn what makes our internship program unique: https://hubs.li/Q02BDlj20

In both financial and estate planning, it is essential to have a strong foundation before diving into complex strategies.

Learn about the key financial planning factors that you should consider during the estate planning process by clicking the link here: https://hubs.li/Q02B7lK90

UPDATE: IRS Expands Counties Eligible for Tax Relief for Texas Storm Victims

The IRS has updated News Release TX 2024-13 to include Austin, Bosque, Brown, Caldwell, Clay, Coleman, Concho, Coryell, Dallas, Falls, Freestone, Grimes, Hamilton, Hockley, Houston, Kaufman, Lampasas, Lee, Leon, Limestone, Madison, Mills, Newton, San Saba, Smith, Van Zandt, and Washington counties. Effective immediately, the relief provisions described in the original release also will apply to affected taxpayers in these counties.

Click the link in the post below to read more. ⬇

Whitley Penn Tax Alert: IRS Announces Tax Relief for Texas Storm Victims

The IRS issued News Release TX 2024-13 announcing tax relief for Texas taxpayers that were affected by severe storms, straight-line winds, tornadoes, and flooding that began on April 26, 2024.

Click the link to read more about this alert to see if you or your business qualify: https://hubs.li/Q02zy9FK0

Disclaimer: This tax alert is designed only to provide general information regarding its subject matter and should not be construed as tax, accounting, or legal advice to any specific person or entity. The statutes, authority, or other law discussed or cited in the alert are subject to change and Whitley Penn assumes no obligation to update the reader of any changes. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional tax advisor based on the application of the appropriate law and authority to the facts and circumstances applicable to that person or entity.

Introducing a new member on our team:
LaToysha Washington recently joined our firm as a Tax Senior Manager.

Learn more about LaToysha by clicking here: https://hubs.li/Q02zTX_V0

Looking to kickstart your career? Our young professionals share their valuable advice and experiences to help you navigate your career. Read insights from:

- Sarina Lehew, Senior Audit Associate
- Cordell Clark, Senior Tax Associate
- Rebekah Arredondo, Senior Marketing Coordinator
- Ben Bailey, Senior Tax Associate
- Elisa Schleimer, Senior CAAS Associate

Grow with us, explore opportunities here: https://hubs.li/Q02zsbsT0

Whitley Penn Tax Alert: IRS Announces Tax Relief for Texas Storm Victims

The IRS issued News Release TX 2024-13 announcing tax relief for Texas taxpayers that were affected by severe storms, straight-line winds, tornadoes, and flooding that began on April 26, 2024.

Click the link to read more about this alert to see if you or your business qualify: https://hubs.li/Q02zy9FK0

Disclaimer: This tax alert is designed only to provide general information regarding its subject matter and should not be construed as tax, accounting, or legal advice to any specific person or entity. The statutes, authority, or other law discussed or cited in the alert are subject to change and Whitley Penn assumes no obligation to update the reader of any changes. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional tax advisor based on the application of the appropriate law and authority to the facts and circumstances applicable to that person or entity.

Discover the commitment of our advisors who truly understand the financial institutions industry. Hear from Melinda Jones, Tax Partner & Financial Institutions Industry Leader, as she shares her career journey and industry experience.

Explore opportunities within our Financial Institutions team: https://hubs.li/Q02yHZmV0

Our dedicated Wealth Management team, WPWealth, strives to be your most trusted advisor by monitoring anticipated changes in the financial market and developing tailored recommendations based on comprehensive research. Discover more here: https://hubs.li/Q02yDVhW0

Yesterday, we had the pleasure of hosting a Healthcare Lunch & Learn event at our Dallas office! Attendees were able to hear about the ever-evolving landscape of healthcare staffing, especially in light of the pandemic’s impact. Key topics included:

- The Changing World of Healthcare Staffing
- Preparing for the Future
- Staffing Partnership Models

Thank you to our wonderful speakers, Janet Elkin and Ashley Simpson from IMN Enterprises, LLC for sharing their insight!

Stay tuned for future events by clicking the link here: https://hubs.ly/Q02z1sx80

Our commitment to excellence extends to both our clients and our team. Explore some of our awards and accolades and get to know us here: https://hubs.li/Q02yl1J60

In this 27-minute episode of our WP Cares podcast series, Emily Landry sits down with Rose Bradshaw, the CEO & President of North Texas Community Foundation. They discuss the Foundation’s crucial role in providing resources to the North Texas community and offering support and tools for young nonprofit leaders. Tune into the episode by clicking the link here: https://hubs.li/Q02yF6fX0

Don’t miss out on the final webinar in our series, Demystifying the ERP Process! This Thursday, join John Yeager and Jeremy Potoka at Pre-Sales Leader as they discuss effective ERP support, partnership interfacing, and smooth renewal processes.

Secure your spot now: https://hubs.li/Q02yb5X60

Today we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country. Their courage and selflessness will never be forgotten.

Our Healthcare Lunch & Learn is happening next week! Join us on Thursday, May 30th in Dallas for a session on 'The Future of Healthcare Staffing' by Janet Elkin & Ashley Simpson from IMN Enterprises, LLC. Save your seat here: https://hubs.ly/Q02x8Mkq0

Healthcare Industry Leaders:
Josh Agren
Jon Karp