Whitley Penn Talks

Whitley Penn Talks

Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

Episodes

June 23, 2022 51 min

In this episode, Danielle Reynolds sits down with Evan Green to discuss his backstory, how to set priorities, who he has modeled his career after, and how to make the most of the new connections you make as your career progresses. 

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Brett Murphy, Audit Partner, joins Danielle Reynolds on this episode of our DEVELOP leadership series. Brett discusses taking advantage of opportunities in your career path and the value that relationships bring along the way. Listen now and stay tuned for future episodes highlighting our professionals.

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In this recent episode of our DEVELOP series podcast,  Danielle Reynolds sits down with Whitley Penn’s Chief Growth Officer, Felix Lozano, to discuss growth strategies and developing a growth mindset. Tune in now and be on the lookout for future episodes highlighting our professionals. 

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April 13, 2022 36 min

In this episode, Shane Miller, Partner at WPWealth, sits down with Jamey Ice to discuss his journey from leading a band with a record deal, to owning a restaurant, and finally being involved in nonprofit work.

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Chris O'Shell, Strategic Consulting Director at Whitley Penn, sits down to discuss who can benefit from the Employee Retention Credit, how to see if you qualify, and where to look for resources. 

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Our DEVELOP leadership series is back! In this episode, Joe Lavis, Dallas Tax Partner, joins Danielle Reynolds to share his insight on how he has navigated the industry and developed a career-life balance over the years. Tune in now and be on the lookout for future episodes highlighting our professionals. 

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February 24, 2022 36 min

In this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with the CEO of Helping Restore Ability, Vicki Niedermayer. Together they discuss the goal of HRA, how we can get involved, and the steps we can take to help those around with disabilities. You can visit their website at hratexas.org to learn more.

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Tune in as  Tax Senior Managers, Breanna Oakley and Katherine Kirk sit down with Bill Wilson, Tax Director, to debunk common myths relating to the IRS. Prior to working at Whitley Penn, Bill worked with the IRS for 37 years, 26 of which were at the National Office Level.

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January 20, 2022 20 min

In today's episode, WPWealth Senior Advisor Brandon Russ and WPWealth Director WP Richardson sit down to discuss the value of life insurance policies, how they work, and what to look for in your own insurance. 

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December 28, 2021 27 min

In the final episode of the year, Bree Miller and Tom Rein of the WPWealth group sit down to look back at the biggest trends in 2021, what patterns are starting to develop, and what we can expect going into 2022.

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December 2, 2021 22 min

The Cyber Guys are back with another episode on security & privacy! Be sure to tune in to assure you are doing everything to keep your valuable information secure.

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Whitley Penn Talks is back with another episode of The Cyber Guys.  John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager sit down and discuss the Cybersecurity industry and the career opportunities within it.

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In this episode, Nathen McEown, Audit Partner and Partner in Charge of the Houston office, sits down with Jamie Liang, Chief Financial Officer at Blackbuck Resources to learn more about Jamie, his career and family life. Jamie touches on the challenges and triumphs so far with Blackbuck Resources, which is a water midstream services company operating in both the Midland and Delaware Basins. As a guest, Jamie may have the most secre...

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Whitley Penn Talks is back with another episode of The Cyber Guys.  John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager, kick off Cybersecurity Month with insight to social engineering and phishing.

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In this episode of the DEVELOP series, Danielle Reynolds sits down with Cole Elliot, Tax Senior Manager in our Dallas office. Cole shares his practical insights to making your career count, tips on developing as a young professional and advice to maintain a healthy work life balance. Listen now and stay tuned for new episodes highlighting our professionals.

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September 30, 2021 41 min

In this episode, Shane Miller, Partner at WPWealth, and Bill Weston, WPWealth Senior Manager, sit down with Isabelle Williams, an  investment strategist at Dimensional Fund Advisors. Together, they sit down to discuss  Environmental, Social, and Governance information about publicly traded companies and how that may impact your investing decisions. 

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September 15, 2021 20 min

WPWealth is back with another episode of the series, Start Now, Success Later! WPWealth Senior Advisor Brandon Russ is speaking with Ryan Heath from Baker Heath, PLLC on the estate planning guidelines for young professionals and the importance of taking these next steps.

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September 14, 2021 31 min

Whitley Penn Talks is back with another episode of The Cyber Guys. Tune in to hear Whitley Penn Risk Advisory Partner John Williamson and Senior Manager Jesus Vega discuss the latest in Risk Advisory.

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In this episode of the DEVELOP series podcast, Danielle Reynolds sits down with Caleb Robison, Audit Senior Manager in our Dallas Office. Listen in as Caleb shares his story and discusses the importance of how building and maintaining relationships can open doors and lead to opportunities. Tune in for upcoming episodes highlighting our professionals.

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August 31, 2021 72 min

Introducing our newest WP Talks podcast series, Myth Busters! In our debut episode, Tax Partner Judd Campbell sits down with Tax Senior Managers Breanna Oakley and Katherine Kirk to debunk your accounting misconceptions! Listen to the episode to hear the truth about filing taxes, extensions and even highlighting the affordability of hiring a professional advisor.

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