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 partners with United Way Hands On for MLK Day of Service

Kassouf partners with United Way Hands On for MLK Day of Service

Community service is integral to our company culture; we support 30+ different charitable organizations annually. One of our favorite traditions ... Read More
Apply now for Kassouf's 2025 summer leadership program, Forge

Apply now for Kassouf’s 2025 summer leadership program, Forge

Ignite your accounting career at Forge, Kassouf’s Summer Leadership Program. Forge will showcase our firm’s award-winning culture and nationally-recognized service ... Read More
National CPA organization highlights Kassouf's employee engagement strategy

National CPA organization highlights Kassouf’s employee engagement strategy

CPAmerica, a national business alliance connecting 90 CPA firms across 45 states, featured Kassouf in the December issue of CPAmerica ... Read More