May 29 means more than the mark of the approaching summer season. It’s also recognized as National College Savings Day, named for Section 529 of the Internal Revenue Code. What is a 529 Plan? A 529 plan is a tax-advantaged savings…
Director and Shareholder Gerry Kassouf shared strategic planning tips for healthcare providers with Birmingham Medical News. As the first quarter of the year draws to a close, now is the time to analyze your practice’s performance. From cash flow, to…
Kassouf’s Healthcare Group enjoyed meeting with clients and colleagues at the Alabama MGMA Winter Conference March 2-4 at the Hyatt Wynfrey. The conference drew nearly 200 attendees. Principal and Healthcare Advisor Joni Wyatt and Supervising Senior Accountant Ashley Burns presented…
Kassouf promoted 10 team members in January, naming two employees managers. Kassouf’s vision of upward mobility and continuous improvement drove these promotions. “We are incredibly proud of these team members and their accomplishments. They exemplify our firm’s principles around…
Director Joel Jones, CPA, CIA, CVA, ABV, CFF, CGMA shared year-end tax planning tips with the Birmingham Business Journal as part of their Table of Experts series. The key to tax planning according to Jones? Planning. It may sound simple,…
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…