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 to host 21st-Annual Coding Workshop

Kassouf to host 21st-Annual Coding Workshop

  General registration is open for Kassouf's 21st-Annual Medical Coding Workshop, featuring Kim Huey. Kim, also known as "Kim the ... Read More
Kassouf hosts cybersecurity workshop

Kassouf hosts cybersecurity workshop

*This event is postponed. We will share the new date here once it is confirmed.* As part of Kassouf's commitment ... Read More
Kassouf to host AI workshop for healthcare industry

Kassouf to host AI workshop for healthcare industry

  Join our panel of experts as we discuss all AI has to offer the healthcare industry, including the good, ... Read More