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ADMC Educations Series: Artificial Intelligence and Actionable KPIs (Rick Willeford)

Our guest today is ADMC Member Rick Willeford, CPA — the founding president of the ADCPA. But Rick is not your typical CPA—he also has an electrical engineering degree from Georgia Tech! When his partner / daughter, Kate Willeford, took over the CPA practice several years ago, he developed DentaMetrix—a next generation, boutique, professional strength analytics / dashboard program for …

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ADMC Educational Series: How to Successfully Leverage Social Media Platforms (Minal Sampat)

Let’s face it: marketing takes work. Planning, delegating tasks, and keeping up with the latest marketing technologies, especially social media, takes time and effort. Like many millennials, Minal grew up with social media and understands its power in the current marketing world. While many social media platforms are free, they require a different kind of investment: content. In this engaging …

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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 law changes we expect for …