Reserve your spot for our Federal Tax & Economic Update Webinar – November 11th | 8:30 AM – 12:30 PM Learn more and register here: hubs.li/Q03PC5tX0

Effective September 1, 2025, Whitley Penn welcomes JetRock Analytics, LLC to the firm. The addition of the JetRock team expands Whitley Penn’s solutions in energy and analytics.  Learn more by reading the full press release here: hubs.li/Q03G4wG10

Our comprehensive Tax Pocket Guide is now available! This guide is packed with essential tax information, and updates to help you navigate the 2025 tax season. To download, click the link here: hubs.li/Q0355TyJ0

Whitley Penn's Secondment program makes it possible for you to work abroad! Discover how Ryan Maddigan, spent his time in Perth, Australia, and learn how our team gains global skills and experiences. Check out his story: hubs.li/Q032tRF50

We specialize in providing comprehensive due diligence services to ensure you have all the information you need. Click to learn more: hubs.li/Q030f5vC0

Whether you're looking to dive into market trends or seeking guidance on the real estate landscape, Whitley Penn is here for you! Gain a comprehensive understanding of how interest rates impact the real estate market and what it means for your investments! hubs.li/Q02_cbWq0

Dreaming of working abroad? Whitley Penn's Secondment program makes it possible! Join Emma Parmer on her journey to Brisbane, Australia, and see how our team gains global skills and experiences. Check out her story: hubs.li/Q02_kPMV0

Reflecting on an incredible year, we're filled with gratitude for the trust and support from our amazing clients, network, and community. We're excited to reach new heights together in 2025! Wishing everyone a joyful holiday season and a successful, happy new year!

In this new 32-minute episode of Whitley Penn Talks, join host Danielle Reynolds and Mineral and Asset Management Senior Manager, Buffie Campbell, as they explore how to not leave your money on the table. Tune in NOW for essential insights and much more! hubs.li/Q02-Lt0R0

In this Whitley Penn Talks 32-minute episode, join host Danielle Reynolds and Mineral and Asset Management Senior Manager, Buffie Campbell, as they explore the importance of having a knowledgeable team manage your mineral and land assets to avoid leaving money on the table.

In this 22-minute episode, John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS are back to continue their insightful family office series! hubs.li/Q02ZlLLk0

Don't miss out on our Federal Tax & Economic Update! Secure your spot for this comprehensive session: hubs.li/Q02Zc3gn0

Take a peek at what we've been up to this fall! 📸

Happy Thanksgiving from all of us at Whitley Penn! 🦃🍁Wishing you a joyful holiday filled with your loved ones.

Part 2 of our Family Office Series is coming soon on December 4th! Discover why 80% of family offices are created, the importance of technology in managing them, and much more. Listen to part one released on November 21st anywhere you get your podcasts! hubs.li/Q02YRF_C0

At Whitley Penn, your wellbeing is our priority. Hear directly from Breanna Oakley, Tax Partner, about how she has balanced career success with being present for life’s important moments. Learn more about our commitment to work/life balance here: hubs.li/Q02Ypfmd0

In this 23-minute episode, hear from a variety of family office industry leaders! This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices. Listen wherever you get your podcasts! hubs.li/Q02YZvj30

Last Tuesday, Amanda Beabout and Kristen Sayegh elevated our firm’s WAVE initiative by hosting an exclusive networking event with emerging talents from across Houston. What a wonderful success!

ERC claim delays frustrate businesses using PEOs. Frank Iannelli, Strategic Consulting Managing Director, offers guidance in a Forbes article. Read the full article: hubs.li/Q02YhBkk0

Justin Roberts, Audit Partner and Energy Industry Leader, is featured in Permian Basin Oil and Gas Magazine. He discusses the investor-driven M&A surge, industry consolidation, and 2025 expectations. Read the full interview here:hubs.li/Q02WPPgg0