James F. Beall, Jr., CPA, CFP®, PFS, CVA

Director, Estate Planning and Administration Group

Jimmy provides accounting, tax and estate planning and administration services to clients. His areas of specialty include pre- and post-planning for individuals in passing assets to the next generation.

Education
Bachelor of Science, University of Alabama at Birmingham (UAB)

Certifications
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AICPA Personal Financial Specialist (PFS)
Certified Valuation Analyst (CVA)

Professional and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Alabama Society of Certified Public Accountants (ASCPA)
Alabama Society of Certified Public Accountants (ASCPA, Birmingham Chapter
Estate Planning Council of Birmingham
Financial Planning Association (FPA)
National Association of Certified Valuation Analysts

 

Kassouf director featured in Business Alabama magazine

Kassouf director featured in Business Alabama magazine

Kassouf Director Joel Jones, CPA, CIA, CVA, ABV, CFF, CGMA® recently discussed legislative changes and their potential effects regarding tax ... Read More
Kassouf Symposium: Interns explore trending topics like AI, cryptocurrency, and blockchain in accounting

Kassouf Symposium: Interns explore trending topics like AI, cryptocurrency, and blockchain in accounting

When their Kassouf internship begins, students complete many of the typical tasks associated with a new job: completing paperwork, training, ... Read More
Healthcare Leadership Insights: Key Takeaways from the Healthcare Leaders Association of Alabama Winter Conference

Healthcare Leadership Insights: Key Takeaways from the Healthcare Leaders Association of Alabama Winter Conference

Kassouf’s healthcare tax and advisory experts recently connected with clients and colleagues at the Healthcare Leaders Association of Alabama’s Winter ... Read More