Podcast
Whitley Penn Talks
Hosted by Whitley Penn · EN
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 listeners personal and professional lives.
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.
26episodes
Episodes
Newest firstAll episodes
Whitley Penn Talks: The Cost of Gaps in Healthcare Documentation
4d ago00:31:11Tap to summarizeMessage us!In this episode of Whitley Penn Talks, host Kendall Neukomm is joined by Jolee Patnaude, Revenue Cycle Management Advisory Director at Whitley Penn, and Casey Gage, Finance Specialist at Eunice Health Clinic. They explore the impact of documentation gaps on patient care and reimbursement, common audit findings, including undercoding, how AI and ambient listening tools are transforming clinical documentation, and more. Whether you're a healthcare provider, administrator, or finance leader, this episode offers actionable strategies to improve documentation gaps, operational performance, and your patients' experience.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: Our Friends Place
3w ago00:33:06Tap to summarizeMessage us!In this episode of Whitley Penn Talks, WPCares series host Emily Landry speaks with Helena L. Banks, CEO of Our Friends Place, about empowering young women experiencing homelessness to build stable, independent futures. The conversation highlights how education, employment, and community support create lasting change. Helena shares the organization’s mission, its residential and SOAR programs, and what empowerment looks like in daily practice.A powerful story brings the impact to life, showing how consistent support can help young women move toward true independence. The episode is both inspiring and grounded in real impact.Key TakeawaysHow Our Friends Place supports young women through education, work, and essential life skillsWhy small, daily decisions play an important role in long‑term stability A real story of resilience that shows what empowerment looks like in practiceHow youth homelessness often looks different than people expectWhy Listen?This episode is for anyone interested in nonprofit impact, community support, or youth empowerment. You will gain insight into how trauma‑informed, accountability‑based programs support lasting growth and why long-term empowerment matters more than quick solutions. Helena’s stories offer a meaningful reminder of how care, consistency, and community investment can shape a young woman’s future.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: The Billion Dollar Resource Hiding Under Texas
4w ago00:25:42Tap to summarizeMessage us!In this episode of Whitley Penn Talks, host Kendall Neukomm sits down with Buffie Campbell and Jim Bradbury, Partner at James D. Bradbury, PLLC to explore the rapid rise of produced water as a new asset class in Texas. What was once viewed as a waste byproduct of oil and gas operations is now gaining attention from landowners, investors, and policymakers. The conversation breaks down how legal rulings, water scarcity, and advancing technology are reshaping ownership, value, and opportunity around produced water. Together, they explain why this topic now extends far beyond the oil and gas industry. The episode offers an overview of where the market stands today and where it may be headed next.Key TakeawaysHow produced water has evolved from a disposal cost into a valuable commodityWhat the Texas Supreme Court ruling clarified about ownership and lease languageWhy agriculture, municipalities, and data centers are eyeing produced water as a resourceHow private equity and new technology are accelerating growth in this spaceWhy Listen?This episode is for landowners, mineral owners, investors, and advisors looking to understand a fast-emerging opportunity in Texas. Listeners will gain clarity on recent legal changes, practical implications for leases, and why produced water is attracting significant capital. The discussion makes a complex topic accessible while highlighting real financial and strategic considerations. It is a forward-looking conversation that helps listeners think differently about resources and value.Read the related insight here.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: 2026 Tax Guide - What Individuals, Seniors, and Business Owners Need to Know to Save More
Apr 200:31:10Tap to summarizeMessage us!With tax season well underway, Kendall Neukomm sits down with Whitley Penn Tax Partners Jon P. Karp and Kristen L. Sayegh to break down the most impactful changes shaping 2026 filings. They discuss key developments shaping 2026 tax filings, including updates related to deductions, tip and overtime income, State and Local Tax (SALT) limits, and retirement planning, drawing on observations from current tax returns this season.The discussion also covers notable business-related updates, such as bonus depreciation and interest deduction changes, and how these provisions may factor into tax planning considerations. It’s a focused, practical conversation designed to help listeners better understand the tax topics most relevant this year and consider planning considerations moving forward.Key TakeawaysHow changes to standard deductions, tip and overtime taxation, senior deductions, and SALT limits are appearing in 2026 tax returnsWhy income phase‑outs are limiting the benefit of certain widely discussed deductionsHow grouping and timing strategies may influence the use of itemized deductions versus the standard deductionThe role updated retirement plan limits play in long‑term planning considerations, including Roth strategies and qualified charitable distributionsWhy business-side changes, such as bonus depreciation, R&D expensing, and 163(j) adjustments, may factor into tax planning discussions this yearWhy Listen?This episode is ideal for individuals and businesses seeking a clear, concise overview of the most relevant 2026 tax changes. Jon and Kristen translate complex legislation into straightforward insights based on their current work with clients. Listeners will gain perspective on which deductions may be most relevant this year, where potential surprises can arise, and how proactive planning may factor into year‑round tax considerations.Register for our 2026 Employee Benefit Plan Webinar here.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: Supporting Texas Foster Youth with Day 1 Bags
Mar 2600:27:32Tap to summarizeMessage us!Day 1 Bags began as a small Eagle Scout project and has grown into a statewide effort bringing dignity to youth transitioning through the foster care system. In this episode of Whitley Penn Talks, host Emily Landry speaks with founder Hunter Beaton and Whitley Penn partner Alan Rich about the personal experiences that sparked the organization and the community partnerships that fuel it today. The conversation highlights the role of volunteers, local engagement, and the Whitley Penn Philanthropic Fund in expanding these efforts across Texas.Key TakeawaysHow an Eagle Scout project became a national effort delivering over 260,000 bags to youth in 47 statesA look at the dignity‑centered programs that support children from early childhood through high school graduationWhy community volunteers (quilters, partners, and local organizations) play a vital role in meeting foster youth needsHow philanthropic support helps expand Day One Bags' reach, particularly during graduation and adoption seasonsWhy Listen?This episode offers a clear, heartfelt look at how focused community support can meaningfully impact foster youth across Texas. Listeners will hear practical examples of programs that restore dignity, stories that reveal real gaps in the system, and insights into how nonprofits and partners work together to fill them. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: A Crude Bit of Humor - We NAPEd Harder Than Ever: Inside the 2026 Energy Summit
Mar 500:21:13Tap to summarizeMessage us!The North American Prospect Expo (NAPE) is the energy industry’s largest marketplace for buying, selling and trading prospects. This year's event brought major insights and surprising tech. In this episode of A Crude Bit of Humor, Kendall Neukomm sits down with Buffie Campbell and Coby Nathanson to recap the standout themes from NAPE 2026, including growing power demand from data centers and Houston’s expanding role as a central energy hub. With practical perspective and plenty of humor, this episode offers a sharp look at what mattered most on the conference floor.Key TakeawaysHow AI and digitization are reshaping land, accounting and document workflowsThe shift in first purchaser and division order practices operators are navigatingHouston’s continued rise as companies relocate and consolidateThe tech that grabbed attention - including a hat distributing robotWhy ListenThis episode delivers a focused and insightful recap of the biggest trends shaping today’s energy landscape. If you want a fast, informative overview of NAPE with real industry context and a touch of humor, this conversation has you covered.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: Building Purposeful Community with New Danville
Feb 1900:28:50Tap to summarizeMessage us!Adults with intellectual and developmental disabilities deserve a community where they can live, learn, and thrive. In this Whitley Penn Talks episode of our Whitley Penn Cares series, we introduce New Danville, a unique ranch style community in the Houston area that provides affordable housing, life skills training, and meaningful connection for adults who have aged out of the school system. From major campus expansion to a now famous chicken coop, this conversation highlights the impact of creating opportunity and independence with dignity.Key TakeawaysHow a napkin sketch turned into a thriving 42‑acre community for adults with intellectual disabilitiesA behind‑the‑scenes look at New Danville’s classes, animal programs, and stories of growing independenceWhy demand for these communities is rising and how the Whitley Penn Philanthropic Fund helps power these programsThe beloved chicken coop story that highlights creativity, joy, and community supportWhy ListenIf you care about nonprofit impact and community support, this episode shows how a mission driven organization creates real outcomes for adults with intellectual disabilities. You will hear practical examples of scalable programs, powerful stories of independence, and how strategic funding helps organizations grow. It is an inspiring look at what effective, community centered work truly delivers.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: A Crude Bit of Humor - From Disclaimed Heirs to Missing Money: Tales from the Title Trenches
Feb 1200:30:56Tap to summarizeMessage us!Family folklore, questionable signatures, and courtroom surprises, this episode takes a fascinating look at how title defects, probate complications, and estate planning mistakes can expose mineral owners and operators to significant risks. In Part Two of our Crude Bit of Humor series, title attorney Mellisa Gardner of Ball Morse Lowe joins Buffie Campbell and Coby Nathanson to walk through real‑world scenarios where family dynamics, decades‑old documents, and unclear intent collide, often with complex and costly outcomes.Whether you work in oil & gas, manage mineral interests, or simply want to prevent avoidable legal challenges for your family, this conversation offers practical insight you won’t find in a textbook.What you will learn: How seemingly harmless "family stories" can escalate into serious legal problemsHow risk is evaluated when the title isn't perfectly clear Common estate planning missteps mineral owners makeIn oil and gas, the past has a way of resurfacing.Old deeds, missing heirs, and long-forgotten interests can come back to haunt a project, especially after a merger, acquisition, or divestiture.Ball Morse Lowe is a leader in oil, gas, and energy law, delivering trusted, thoughtful title opinions and curative solutions that bring clarity to complex ownership.We understand tight timelines and the need for certainty - moving your projects forward with speed and precision.Ball Morse Lowe. Excellence from the ground up.Learn more at ballmorselowe.com.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Whitley Penn Talks: A Crude Bit of Humor - Squishy Law & Probate Drama ... Welcome to Oil Country
Jan 2900:34:19Tap to summarizeMessage us!In this episode of A Crude Bit of Humor, Buffie and Coby sit down with attorney Melissa Gardner to explore how major legal decisions, title opinions, and real‑world mineral ownership challenges shape today’s oil & gas landscape. From Oklahoma and Texas jurisdiction questions to surprising situations that land on a title attorney’s desk, this conversation highlights the unique risks and realities faced across the industry.In this episode you will hear: How a major Supreme Court decision reshaped jurisdiction and risk in Oklahoma’s oil & gas industryWhat title attorneys really look for, and why affidavits of heirship can create major surprisesA real‑life mineral ownership story that takes an unexpected turnFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
Transcribe →Changing Lives in Midland One Yard at a Time
Jan 800:13:52Tap to summarizeMessage us!In this episode of our WPCares series, host Emily Landry sits down with Jake Smith and Stephen O’Dell, President and Vice President of Neighbors Eden Project in Midland Texas. Their organization is one of the first recipients of a grant from the Whitley Penn Philanthropic Fund. What started as a family outing inspired by YouTube lawn care videos has grown into a grassroots nonprofit making a meaningful impact across Midland, Texas.Check out episode #1 of the series now: https://www.whitleypenn.com/2025/10/23/whitley-penn-talks-inside-the-whitley-penn-philanthropic-fund/Topics Discussed:Grassroots launch of Neighbors Eden Project in April 2024Day in the life of a weekly volunteer sessions fostering community, friendship, and impactWhat are Neighbors Eden Project using the sum of money from the Whitley Penn Philanthropic Fund on?Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
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