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

 

How the Public Health Emergency (PHE) expiration will affect your practice

How the Public Health Emergency (PHE) expiration will affect your practice

The Public Health Emergency (PHE) is expiring. Our team of healthcare advisors have compiled the details explaining how this will ... Read More
<strong>Kassouf promotes 13 employees, hires new principal</strong>

Kassouf promotes 13 employees, hires new principal

Kassouf promoted 13 team members in January, naming two new directors. Three team members were promoted to principal, and a ... Read More
Kassouf hosts complimentary chiropractic workshop

Kassouf hosts complimentary chiropractic workshop

As chiropractors and chiropractic practice managers look toward the new year, align your practice for success at Back in Action: ... Read More