Whitley Penn

Whitley Penn has welcomed Brittany Frantzen, MSN, RN, NE-BC as a Healthcare Advisory Director. Brittany will lead the firm’s new Practice Optimization specialty for healthcare industry clients. Brittany will focus on optimizing care delivery models, improving scheduling and clinic workflows, strengthening staff retention, and aligning clinical operations with compliance and financial goals. By combining clinical insight with business acumen, she is acutely aware of how these functions must work in concert to help businesses succeed. Her approach centers on aligning operations with the realities of care delivery so practices can function at an optimized level while keeping patient care the primary focus. To learn more about Brittany and her role, click here: https://hubs.li/Q04hbK_J0

Looking to better understand the energy and minerals industry? Tune into A Crude Bit of Humor, a podcast series hosted by Buffie Campbell, JD, CPL, Mineral Management Managing Director, and Coby Nathanson, Land Administration Senior Manager. Each episode takes a practical and engaging look at the topics shaping today’s energy and mineral landscape. From technology and data to land, accounting, and industry shifts, each episode delivers thoughtful perspectives with real‑world relevance, and a few laughs along the way. Catch every episode here: 🔗 https://hubs.li/Q04f1mGp0

Multiple firm partners have been named to a national business publication’s 2026 Best-In-State CPAs list, which recognizes leading certified public accountants across the United States for professional excellence and service to their communities. The following Whitley Penn partners were named to the 2026 Best-In-State CPAs list: Tabatha Coffey, CPA— Tax Partner, Hobbs, NM Celina Cereceres, CPA, CFE — Audit Partner – Public Sector, Houston, TX Evan M Green, CPA — Audit Partner, Odessa, TX Andy Hines, CPA — Audit Partner, Fort Worth, TX Jon Karp, CPA — Tax Partner, Dallas, TX Katherine Kirk, CPA — Tax Partner, Odessa, TX Nathen McEown, CPA — Chief Executive Officer, Houston, TX Kristen Sayegh, CPA — Tax Partner, Houston, TX The annual list is compiled by the publication’s editorial team and highlights CPAs selected through a comprehensive, multi-stage evaluation process from a pool of several thousand candidates nationwide. Each nominee is assessed using criteria focused on professional experience, leadership, innovation, and service to clients, communities, and the accounting profession. To learn more about this recognition, click here: https://hubs.ly/Q04g_-fZ0

Susan Himes, Whitley Penn Chief Accounting Officer, has been named a winner in D CEO's 2026 Financial Executive Awards in the CAO, Controller, or Treasurer category. D CEO’s Financial Executive Awards event honors North Texas’ most accomplished financial leaders, recognizing CFOs, chief accounting officers, and other senior finance professionals who play critical roles in driving growth, innovation, and long-term value within their organizations. To learn more about Susan and this recognition, click here: https://hubs.ly/Q04g_xNG0

Jennifer Grammer, CPA, Tax Senior Manager, has been received the CREW Dallas Philanthropic Excellence Award! The CREW (Commercial Real Estate Women) Dallas Philanthropic Excellence Award is presented annually to a member who exemplifies an extraordinary commitment to philanthropy by dedicating their time, leadership, and resources to charitable causes, demonstrating a sustained and meaningful impact on both CREW Dallas and the broader North Texas community. To learn more about Jennifer and this recognition, click here: https://hubs.ly/Q04g_Prj0

Under Internal Revenue Code (“IRC”) Section 7508A(d), certain federal acts, including filing tax returns, paying taxes, and making elections, may be postponed during a disaster period authorized by the President under the Stafford Act.   Read the full alert to understand how IRS disaster relief provisions may impact your situation: https://hubs.li/Q04gxfdP0 If you were assessed penalties and interest by the IRS during the disaster relief period, please contact your Whitley Penn tax advisor to review the factual situation regarding those assessments to determine if you may be eligible for relief and how Whitley Penn can assist you with this process. 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.

Employee Benefit Plan (EBP) Audits are shaped by professional standards, oversight, and plan‑specific factors. This article highlights 5 practical considerations plan sponsors may encounter throughout the audit lifecycle. Read the full article below!

Helena L. Banks, CEO of Our Friends Place, leads an organization dedicated to helping young women experiencing homelessness build stable, independent futures. In the latest episode of Whitley Penn Talks, WPCares series host Emily Landry, CPA speaks with Helena about what true empowerment looks like in practice and how consistency, education, and community support contribute to lasting change. Helena also shares a powerful real-life story that highlights how trauma-iormed programs and everyday support help young women take meaningful steps toward independence. Watch now: https://hubs.li/Q04fw4T-0

Staying compliant with employee benefit plan requirements means keeping up with regulatory changes and evolving risks. Our Employee Benefit Plan team provides audit services for plans with complex structures, unique investments, and significant plan changes, helping sponsors navigate key considerations throughout the audit process. Join us on May 14 for our Employee Benefit Plan Webinar, covering the accounting and assurance outlook, retirement plan corrections, cybersecurity and AI trends, and ERISA class‑action perspectives. Enjoy 15% off your registration with code SOCIALMEDIA15 🔗 Click here to register: https://hubs.li/Q04dhhyF0

What does strong leadership look like in today’s energy environment? Meet Jason Fitzgerald, Mineral Management Senior Manager and the 2026 National President of the NARO - National Association of Royalty Owners. Jason outlines his perspective in a letter to NARO members - read the full message below. 🔗 https://hubs.li/Q04dQrpr0