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Whitley Penn Talks

Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you valuable thought leadership on trending topics and current events effecting global business services to positively impact our...

Whitley Penn Talks: 2026 Tax Guide - What Individuals, Seniors, and Business Owners Need to Know to Save More

31 mins; April 02, 2026

Whitley Penn Talks: Supporting Texas Foster Youth with Day 1 Bags

27 mins; March 26, 2026

Whitley Penn Talks: A Crude Bit of Humor - We NAPEd Harder Than Ever: Inside the 2026 Energy Summit

21 mins; March 05, 2026

Whitley Penn Talks: Building Purposeful Community with New Danville

28 mins; February 19, 2026

Whitley Penn Talks: A Crude Bit of Humor - From Disclaimed Heirs to Missing Money: Tales from the Title Trenches

30 mins; February 12, 2026

Whitley Penn Talks: A Crude Bit of Humor - Squishy Law & Probate Drama ... Welcome to Oil Country

34 mins; January 29, 2026

Changing Lives in Midland One Yard at a Time

13 mins; January 08, 2026

Whitley Penn Talks: 2026 Healthcare Trends - AI, Compliance, & Succession Planning

22 mins; December 04, 2025

Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy Pt.2

33 mins; November 20, 2025

Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy PT.1

30 mins; November 13, 2025

Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund

19 mins; October 23, 2025

Whitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting Economy

24 mins; October 16, 2025

Whitley Penn Talks: The Untold Stories of Austin's Rescued Residents

24 mins; October 09, 2025

Whitley Penn Talks: What's Hot in Energy M&A

22 mins; October 02, 2025

Whitley Penn Talks: Universities React to Texas Senate Bill 262

27 mins; September 25, 2025

Whitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton Youth

22 mins; September 11, 2025

Whitley Penn Talks: What Texas Senate Bill 2610 Means for Small Businesses

32 mins; September 04, 2025

Whitley Penn Talks: Nonprofits in the Current Economic Environment

37 mins; July 31, 2025

Whitley Penn Talks: Texas Senate Bill 262 & 522

27 mins; July 17, 2025

Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas

27 mins; June 26, 2025

Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates

20 mins; June 20, 2025

Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community

26 mins; June 12, 2025

Whitley Penn Talks: Advancing Women in Commercial Real Estate

18 mins; May 29, 2025

Whitley Penn Talks: 2025 Transparency Act

25 mins; May 22, 2025

Whitley Penn Talks: Tariffs and Market Updates

26 mins; May 15, 2025

Whitley Penn Cares Featuring the Permian Strategic Partnership

10 mins; April 03, 2025

Solving Technology Challenges in Family Offices with Raymond Dinunzio

43 mins; March 27, 2025

Family Office Insights and Solutions with Raymond Dinunzio

33 mins; March 13, 2025

Whitley Penn Cares featuring American Warrior Association

18 mins; March 06, 2025

Whitley Penn Cares featuring Camp Thurman

18 mins; February 27, 2025

Make Your Data Work for Your Family Office Without Breaking the Bank

27 mins; February 20, 2025

A Guide to Mineral Management for Family Offices

23 mins; February 06, 2025

How St. Jude is Changing Childhood Cancer Care

18 mins; January 30, 2025

The Future of Family Office Technology

43 mins; January 23, 2025

Navigating Family Office Strategies: Insourcing vs. Outsourcing

28 mins; January 09, 2025

Fund Administration Unveiled: Insights with Industry Leader, Katie Peck

24 mins; January 03, 2025

Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell

32 mins; December 11, 2024

Catholic Charities of Fort Worth | WP Cares

26 mins; December 06, 2024

Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters

22 mins; December 04, 2024

What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters

23 mins; November 21, 2024

Unlocking Business Insights with Custom Data Products and Strategies | Develop

20 mins; November 14, 2024

Outsourced Accounting: Elevating Your Internal Processes | Develop

33 mins; October 28, 2024

WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA

16 mins; October 02, 2024

Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology

55 mins; August 29, 2024

A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan

27 mins; August 21, 2024

WP Cares: Featuring the TXCPA Fort Worth Chapter

15 mins; August 20, 2024

CAAS Matters: Featuring Ashley Edwards of Insperity

24 mins; July 25, 2024

WP Cares: Featuring the Fort Worth Museum of Science and History

14 mins; June 12, 2024

Featuring the North Texas Community Foundation

27 mins; May 29, 2024

Fueling Efficiency with MineralWare

26 mins; May 14, 2024

Bridging the Gap Between Education & Employment in Tarrant County

13 mins; April 25, 2024

CAAS Matters: Unlocking The Power of Data and Insights

18 mins; April 18, 2024

CAAS Matters: Transaction Quarterback Gameplan

16 mins; April 04, 2024

CAAS Matters: Data Integration Insights From a Client’s Journey

23 mins; March 21, 2024

WP Cares: The Fort Worth Report

22 mins; March 04, 2024

Whitley Penn’s Expansion into San Antonio

7 mins; February 01, 2024

CAAS Matters: Controllership & Interim Advisory

18 mins; January 25, 2024

Insights into Growth Strategies with Nathen McEown, Chief Growth Officer

21 mins; January 09, 2024

CAAS Matters: Featuring Jon Sykora of Trintech

17 mins; December 15, 2023

Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer

23 mins; December 06, 2023

CAAS Matters: Is Your Legacy EPM Holding You Back?

10 mins; November 28, 2023

CAAS Matters: Featuring John Russo of Sage Intacct

14 mins; November 08, 2023

WP Cares: Carter BloodCare

15 mins; November 06, 2023

WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry

40 mins; September 19, 2023

WP Educates: Nonprofit Series with RAS Partner, John Williamson

42 mins; September 12, 2023

WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli

37 mins; September 07, 2023

WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba

47 mins; August 29, 2023

CAAS Matters: Data Analytics & Transformation Solutions

16 mins; August 24, 2023

WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller

40 mins; August 16, 2023

CAAS Matters: Technology Solutions featuring Natasha Klebba

15 mins; August 10, 2023

WP Educates: WPWealth with Shane Miller, Partner

25 mins; August 01, 2023

CAAS Matters: Featuring Ashleigh Sutter of Intuit

19 mins; July 13, 2023

WP Cares: Texas Southern Cattle Raisers Association

19 mins; July 11, 2023

CAAS Matters: Featuring Kalil Merhib of CPA.com

21 mins; June 29, 2023

WP Cares: Gladney Center for Adoption

22 mins; June 15, 2023

M&A Strategies with Lindsey Wendler of Dresner Partners

46 mins; June 08, 2023

WP Cares: Moncrief Cancer Institute

20 mins; May 11, 2023

WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager

21 mins; April 19, 2023

M&A Strategies: Investing in a Quality of Earnings

39 mins; April 13, 2023

CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS

19 mins; April 05, 2023

Leaning into Your Career with Tabatha Coffey, Tax Partner

24 mins; March 07, 2023

Do Your Best Every Day with Jackson Jones, Audit Senior Manager

37 mins; February 20, 2023

WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres

39 mins; February 03, 2023

Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor

20 mins; January 10, 2023

Intentional Growth with Aaron Heimbuch, Audit Senior Manager

24 mins; August 25, 2022

Embracing New Opportunities with Evan Green, Audit Senior Manager

51 mins; June 23, 2022

The Value of Maintaining Relationships with Brett Murphy, Audit Partner

51 mins; May 03, 2022

Developing a Growth Mindset with Felix Lozano, Chief Growth Officer

44 mins; April 21, 2022

WP Cares: Jamey Ice

36 mins; April 13, 2022

How Can the ERC Help Your Business?

5 mins; April 05, 2022

Developing a Career-Life Balance with Joe Lavis, Tax Partner

32 mins; March 15, 2022

WP Cares: Helping Restore Ability

36 mins; February 24, 2022

Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent

34 mins; February 02, 2022

WP Financial Series: Insurance

20 mins; January 20, 2022

State of the Economy: 2021 Wrap-Up

27 mins; December 28, 2021

The Cyber Guys: Security & Privacy

22 mins; December 02, 2021

The Cyber Guys: Navigating Cybersecurity Careers

19 mins; November 17, 2021

Energy Executive Profile #12: Jamie Liang, Blackbuck Resources

54 mins; November 09, 2021

The Cyber Guys: Social Engineering and Phishing

16 mins; October 13, 2021

Making Your Career Count with Cole Elliot, Tax Senior Manager

38 mins; October 05, 2021

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Whitley Penn Talks

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