Gerard J. Kassouf, CPA, PFS, CFP®, AEP®, CGMA®

Director, Healthcare Services Group

Gerard Kassouf provides accounting, tax and advisory services to small businesses with an emphasis on physician practices and other professional firms. He provides individuals with tax and financial planning and related wealth management and estate planning services. His areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance and educational fund planning.

Education
Bachelor of Science, University of Alabama
Master of Arts, University of Alabama
Master of Tax Accounting, University of Alabama

Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Global Management Accountant® (CGMA®)
Accredited Estate Planner (AEP®)

Professional and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Alabama Society of Certified Public Accountants (ASCPA)
Estate Planning Council of Birmingham
Healthcare Leaders Association – National, Alabama, and Birmingham Chapters
Rotary Club of Birmingham
Community Food Bank of Central Alabama Board Member