Joe Lavis Joins the Dallas Regional Chamber 2024 LEAD YP Class
Dallas, TX (April 10, 2024)
Joe Lavis, Whitley Penn Tax Partner and Partner in Charge of the firm’s Dallas office, has been accepted to join the Dallas Regional Chamber’s (DRC) 2024 LEAD YP Class.
The DRC’s LEAD YP program is a six-month leadership development program designed to help young professionals gain a better understanding of their personal leadership styles and gain new insight on leading and inspiring others throughout their careers. Lavis will participate alongside approximately 50 classmates and peers who have been selected from across the Dallas area to participate in the LEAD YP program. Participants will meet monthly to receive training on their personal leadership styles, leading through change, personal branding, and coaching and feedback, all using the Predictive Index Behavior Assessment.
“On behalf of Whitley Penn, we extend our warmest congratulations to Joe for his selection to participate in this year’s LEAD YP Class at the Dallas Regional Chamber,” announced Toby Cotton, Partner-in-Charge of the firm’s Tax practice. “Joe’s insightful perspective and collaborative approach will undoubtedly enhance the program, complementing the exceptional talents of other accomplished Dallas-based professionals. We look forward to the innovative ideas he will contribute to the firm as we progress.”
Lavis has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. He primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services industries.
His experience also includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations and calculations, start-up accounting, and other general tax consulting and accounting projects.
Lavis is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA). He is an Executive Challenge Member for the American Heart Association’s Dallas Heart Walk and is the current President for the Dallas Chapter of the Council of Petroleum Accountants Society (COPAS). Additionally, Lavis formerly served as a Board Member of the Junior Achievement of Dallas – Young Executive Society.
Lavis received his Bachelors of Business Administration in Accounting from Baylor University.
About the Dallas Regional Chamber
The Dallas Regional Chamber is one of America’s most established business organizations and serves as the voice of business and the champion of economic development and growth in the Dallas Region. We work with our member companies and regional partners to strengthen our business community by advocating for pro-growth public policies, improving our educational system, attracting talented workers from around the world, promoting diversity, equity, and inclusion, and enhancing the quality of life for all. Our goal is to make the Dallas Region the best place in the United States for all people to live, work, and do business. For more information on the Dallas Regional Chamber, please visit www.dallaschamber.org.
About Whitley Penn, LLP
Whitley Penn is a full-service public accounting firm with nine locations, and more than 800 employees delivering tax, audit, and consulting services across a myriad of industries. The firm has consistently been recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. For more information on Whitley Penn, please visit www.whitleypenn.com.
Dallas, TX (April 10, 2024)
Joe Lavis, Whitley Penn Tax Partner and Partner in Charge of the firm’s Dallas office, has been accepted to join the Dallas Regional Chamber’s (DRC) 2024 LEAD YP Class.
The DRC’s LEAD YP program is a six-month leadership development program designed to help young professionals gain a better understanding of their personal leadership styles and gain new insight on leading and inspiring others throughout their careers. Lavis will participate alongside approximately 50 classmates and peers who have been selected from across the Dallas area to participate in the LEAD YP program. Participants will meet monthly to receive training on their personal leadership styles, leading through change, personal branding, and coaching and feedback, all using the Predictive Index Behavior Assessment.
“On behalf of Whitley Penn, we extend our warmest congratulations to Joe for his selection to participate in this year’s LEAD YP Class at the Dallas Regional Chamber,” announced Toby Cotton, Partner-in-Charge of the firm’s Tax practice. “Joe’s insightful perspective and collaborative approach will undoubtedly enhance the program, complementing the exceptional talents of other accomplished Dallas-based professionals. We look forward to the innovative ideas he will contribute to the firm as we progress.”
Lavis has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high-net-worth individuals. He primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing and distribution, retail, and professional services industries.
His experience also includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations and calculations, start-up accounting, and other general tax consulting and accounting projects.
Lavis is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA). He is an Executive Challenge Member for the American Heart Association’s Dallas Heart Walk and is the current President for the Dallas Chapter of the Council of Petroleum Accountants Society (COPAS). Additionally, Lavis formerly served as a Board Member of the Junior Achievement of Dallas – Young Executive Society.
Lavis received his Bachelors of Business Administration in Accounting from Baylor University.
About the Dallas Regional Chamber
The Dallas Regional Chamber is one of America’s most established business organizations and serves as the voice of business and the champion of economic development and growth in the Dallas Region. We work with our member companies and regional partners to strengthen our business community by advocating for pro-growth public policies, improving our educational system, attracting talented workers from around the world, promoting diversity, equity, and inclusion, and enhancing the quality of life for all. Our goal is to make the Dallas Region the best place in the United States for all people to live, work, and do business. For more information on the Dallas Regional Chamber, please visit www.dallaschamber.org.
About Whitley Penn, LLP
Whitley Penn is a full-service public accounting firm with nine locations, and more than 800 employees delivering tax, audit, and consulting services across a myriad of industries. The firm has consistently been recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. For more information on Whitley Penn, please visit www.whitleypenn.com.
