Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, Michelle has over 20 years of experience helping clients achieve their financial goals.
A safe harbor 401(k) plan includes an employer match, which will eliminate many of the plan’s annual compliance tests. By including a safe harbor provision in a 401(k) plan, highly compensated employees can maximize their annual deferral amounts for the…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their 2021 Wealth Magnet issue. This prestigious honor calculates top firms based on assets under management, with Kassouf Wealth Advisors joining the $100 Million Plus Club. Only four Alabama firms received this distinction.
Congratulations to Supervising Senior Accountant Kami West, CPA! Kami was honored as one of Alabama’s Best and Brightest Top Talent CPAs in the April issue of Business Alabama. The award, in partnership with the Alabama Society of CPAs, celebrates up-and-coming, dedicated, and…
Anyone can be at risk of unemployment fraud. The growing problem has affected businesses, individuals, and even retirees in the past year. Unemployment fraud in the U.S. has reached dramatic levels during the pandemic. The Labor Department Inspector General’s Office…
The Kassouf team engaged with college accounting students through Connect, a virtual recruiting event that took place May 12, 2021. Connect allows students to learn more about a career in public accounting, network with Kassouf leadership, and understand the Kassouf…
Kassouf Principal and Healthcare Advisor Joni Wyatt and Maynard, Coooper, & Gale Shareholder Lauren DeMoss shared key updates on the 21st Century Cures Act’s effects on the healthcare industry during Kassouf’s webinar April 20. The new act includes an updated…
Tax season is here, and with it are key changes and updates to note when creating your tax plan. While the pandemic dominated the tax landscape in 2020, other noteworthy changes occurred for both individuals and businesses. Understanding how recent…
Kassouf promoted 19 team members in January, with four employees named principals. Kassouf’s vision of upward mobility and continuous improvement drove these promotions. “We are incredibly proud of these team members for continually striving for excellence, especially during a…
Kassouf Manager Brad Stephen, CPA, was named a NextGen: Accounting Rising Star by the Birmingham Business Journal. Brad will be honored with a distinguished group of professionals in the February issue of the Birmingham Business Journal. This award honors up-and-coming…