David P. Kassouf, CPA, PFS, CFP®

Director, Assurance Services Group
Director, Financial Services Group

David specializes in accounting, auditing, tax and consulting services to small businesses. He also provides individuals with tax and financial planning and related estate planning and estate administration services.

Education
Bachelor of Science, University of Alabama
Master of Arts in Accounting, University of Alabama

Certifications
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AICPA Personal Financial Specialist (PFS)
Certified Valuation Analyst (CVA)
Accredited Business Valuation Specialist (ABV)
Certified in Fraud and Forensics (CFF)

Professional and Community Involvement
Accounting Advisory Board of UAB
Alabama Society of Certified Public Accountants (ASCPA) – Past President
Alabama Society of Certified Public Accountants (ASCPA), Birmingham Chapter – Past President
Alabama State Board of Public Accountancy
American Institute of Certified Public Accountants (AICPA)
Birmingham Tax Forum
Birmingham Venture Club
Metropolitan Arts Council – Treasurer

National Association of Certified Valuation Analysts
Newcomen Society
Rotary Club of Birmingham
UAB School of Business Advisory Board

 

Michelle Pike shares retirement tips

Michelle Pike shares retirement tips

Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL ... Read More
Provider Relief Fund Reporting Portal now open

Provider Relief Fund Reporting Portal now open

The Provider Relief Fund Reporting Portal opened July 1, and the reporting deadline is rapidly approaching. Now is the time ... Read More
Safe Harbor 401(k) Plan Deadline Approaching

Safe Harbor 401(k) Plan Deadline Approaching

A safe harbor 401(k) plan includes an employer match, which will eliminate many of the plan’s annual compliance tests. By ... Read More