Whitley Penn

Be on the lookout for the latest episode of Whitley Penn Talks with Danielle Reynolds and Jake Baine. In this 20-minute episode, they discuss the complex world of data products and strategy. Uncover the importance behind tailored solutions, key metrics, and leveraging existing technology. Learn how to craft a customized data strategy that could transform your business. Don’t miss out on November 14th—your business’s future might be transformed by it!

📢 Join Us for Our Annual Federal Tax & Economic Update Webinar - 4 hours CPE pending! Prepare for 2025 with the latest insights on federal tax legislation, state and local tax updates, economic projections, and tax-smart investing strategies. This comprehensive session will equip you with the knowledge to navigate the evolving landscape, with both standing regulation updates and post-election effects. Don’t miss out on this briefing! Register Now: https://hubs.li/Q02Wvmmc0

Whitley Penn’s employee wellness program, FitWhit, has been recognized as an Achievement in Wellness Programs finalist in D CEO's 2024 Excellence in Healthcare Awards! These awards honor individuals, companies, and organizations alike in the region’s healthcare and corporate wellness industries. To learn more about Whitley Penn and these awards, click here: https://hubs.li/Q02Wr_rv0

Don’t forget to reserve your spot for our upcoming Post-Election Analysis Webinar! Details: 📅 November 7th 🕘 9:00 AM - 10:00 AM CST 📚 CPE Credit: 1 Hour (pending) 🎤 Speaker: Lauren Pfingstag from the American Institute of Certified Public Accountants (AICPA) Register here to hold your spot: https://hubs.li/Q02Wtdyk0

Hear from Meagan Kurosky, Campus Recruiter, as she shares insight into her 4-year career journey at Whitley Penn! In this video, Meagan discusses her unique experience of not just vertical growth but also expanding her skillset across different departments within our firm. At Whitley Penn, we’re committed to growing with you and supporting your career development every step of the way. Check out of career opportunities below: https://hubs.li/Q02Wt9Bz0

At Whitley Penn, we prioritize our employees' career advancement by fostering a culture of growth and development. Your skills shape your future, let us know what you believe is most crucial for success in a career in accounting.

That’s a wrap on our Houston Energy Conference! Huge thanks to everyone who joined us! Attendees heard key topics like State and Local Tax Updates, Insurance Market Navigation, Private Equity in Houston, Data and AI in Energy, Economic Outlooks, A&A Updates, Lithium Law, and 2024 Mineral Space Developments. We capped off the day with a fantastic happy hour! A final thank you to our Sponsors: Quorum Software USI Insurance Services Oliva Gibbs LLP

The Employee Retention Credit (ERC) Voluntary Disclosure Program expires on November 22, 2024. The ERC, established by the CARES Act, was designed to offer a refundable payroll tax credit to help employers retain and pay employees during the COVID-19 pandemic. If you received ERC benefits but believe your claim may be invalid, now is the time to act. The IRS’s Voluntary Disclosure Program allows you to repay 85% of the benefits without additional penalties or interest. Click here for the full details: https://hubs.li/Q02WsgNS0 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.

Is your organization’s cybersecurity health in check? Just like a financial audit, a cybersecurity risk assessment is crucial for safeguarding your digital assets. As a business owner, it is important to learn how to identify vulnerabilities, prioritize risks, and develop effective mitigation strategies. Ready to enhance your cybersecurity posture? Download the full insight written by Jesus A. Vega and take the first step toward a more secure future: https://hubs.ly/Q02WcN0R0

Effective November 1, 2024, Whitley Penn welcomes Travis Property Management, LLC (TPM) to the firm. The addition of the TPM team expands Whitley Penn’s Mineral & Asset Management Practice. The TPM professionals offer a variety of services pertaining to oil and gas interests, including negotiating, administering, performing revenue and expense functions; maintaining property and accounting records; preparing client reports and summaries; and providing assistance with decisions regarding clients’ energy assets. To learn more, click here: https://hubs.li/Q02WbSFP0