Introducing

Kate Willeford, CPA

full visionary Member Since 2015

Expertise Categories

  • Accounting
  • Business / Financial
  • Practice Analysis
  • Practice Transitions
  • Retirement Planning
  • Speaking (Public)
  • Strategic Planning

Kate Willeford, CPA is the owner of Willeford Group, CPA, 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 past Vice President of the Academy of Dental CPAs, an organization that represents over 10,000 dentists nationwide. In addition, she is a member of the Academy of Dental Management Consultants and the Speaking and Consulting Network. She uses her expertise to coach clients as well as contribute to journals, newsletters, and blogs including Dental Economics, dentalpost.net, Dudley Spade Dental Realty, and others.

ADMC Educational Series: Top Tax Strategies for 2017 (Kate Willeford, CPA)

ADMC Educational Series: Top Tax Strategies for 2017 (Kate Willeford, CPA)

Top Tax Strategies for 2017! Understanding Cash Flow vs. Taxable Income Which legal entity saves the most in taxes and why? Cost Segregation Study: one of the largest tax deductions for a transition Top tips for maximizing retirement contributions & creating cash for you and your clients Shifting income to kids-the next generation Key tax Read the rest of the article ADMC Educational Series: Top Tax Strategies for 2017 (Kate Willeford, CPA)

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