James F. Beall, Jr., CPA

Director, Estate Planning and Administration Group

Jimmy specializes in accounting, tax and services related to estate planning and estate administration. Areas of specialty include pre- and post-planning for individuals in passing assets to the next generation.

Education
Bachelor of Science, UAB – 1984

Certifications
Certified Public Accountant (CPA) – 1986
CERTIFIED FINANCIAL PLANNER™ – 1993
AICPA Personal Financial Specialist (PFS) – 1996
Certified Valuation Analyst (CVA) – 2003

Professional and civic organizations
American Institute of CPAs
Alabama Society of CPAs
National Association of Certified Valuation Analysts
Birmingham Chapter of the Alabama Society of CPAs
The Financial Planning Association
The Estate Planning Council of Birmingham

Personal interests
Raising three young children and participating in their activities, fellowship with church family, gardening and fishing

 

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