Kate Willeford, CPA is the owner of the Willeford Group, a firm that uses a very different, multi-disciplinary approach to accounting and profitability consulting focused specifically on creating a substantial impact on the quality of life and income of select dentists. Kate is passionate about teaching dentists how to keep what they make: increase profit, reduce taxes, and unlock their numbers. Her unique approach helps dentists define and reach their goals of improved quality of life and the income needed to support it! She is the Vice President of the Academy of Dental CPAs, an organization that represents over 8,000 dentists nationwide, www.adcpa.org . In addition, she is a member of the Academy of Dental Management Consultants, the Speaking and Consulting Network, the National Institute of Certified College Planners, and the Dental Advisory Network of Atlanta. She may be reached at email@example.com or 770-552- 8500.
Are you in charge of payroll for your office? If so, you have a new filing deadline for 2017! Forms W-2 and most Form 1099-MISC are due to the IRS by Jan. 31, 2017 (same date they are due to the taxpayer). Meaning, you no longer have until Feb. 28 or Mar. 31 if filing […]
Tax season is here! Make sure you are up-to-date on the most recent tax trends by reading our helpful hints from Kate Willeford, CPA, owner of the Willeford Group. Broken up into a series, she’s outlined everything you need to know to be prepared for taxes! Part 1: Are you About to Pay More Taxes […]
Do you know the maximum amount you can put into your retirement plan this year? Most dentists and team members are not fully funding their retirement plan each year—leaving tax deductions and asset growth on the table. The ideal plan varies depending upon length of time you or your Doctor have had employees, how many […]
Are you aware of specifically how much cash the new tax legislation is costing you? 18 bills were passed in 2015 that affect taxes—adding up to more than 150 tax changes! I work with over 275 dental practices a year in over 21 states and I am continually reminded that, this year, proactive tax planning […]