Gerard J. Kassouf, CPA

gkassouf@kassouf.com
205-443-2550

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Healthcare
Wealth Advisory Services

 

Director, Healthcare Services Group

Gerard specializes in accounting, tax and consulting services to small businesses with an emphasis on physician practices and other professional firms. He provides individuals with tax and financial planning and related estate planning and estate administration services. Areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance and educational fund planning.

Education
Bachelor of Science, University of Alabama – 1975
Master of Arts, University of Alabama – 1976
Master of Tax Accounting, University of Alabama – 1980

Certifications
Certified Public Accountant (CPA) – 1978
AICPA Personal Financial Specialist (PFS) – 1990
CERTIFIED FINANCIAL PLANNER™ (CFP®) – 1992
Accredited Estate Planner (AEP) – 1999

Professional and civic organizations
American Institute of CPAs
Alabama Society of CPAs
Estate Planning Council of Birmingham
American Health Lawyers Association
Rotary Club of Birmingham
Medical Group Management Association of Alabama and Birmingham
Affiliated Healthcare Advisors
American Institute on Federal Taxation
Birmingham Museum of Art Asian Art Society

Presentation and publication topics
Benchmarking and key performance indicators
Contract negotiation and compensation issues
Retirement plan design and implementation
Starting a new medical practice
Navigating through the Stark regulations
Operating a medical practice profitably
Tax issues affecting high income individuals
Estate planning and administration
Consulting issues for CPAs in healthcare
IRA contribution and distribution rules
Strategic planning

 

Watch On Demand: Covid-19 Business and Tax Planning PPP Loan Forgiveness

Watch On Demand: Covid-19 Business and Tax Planning PPP Loan Forgiveness

In Part 2 of this series, we provide an update on new developments and focus on loan forgiveness under the ... Read More
COVID-19 Business Series Webinar: Watch On Demand

COVID-19 Business Series Webinar: Watch On Demand

In Part 1 of this series, we discussed the Paycheck Protection Program (PPP) and how it can benefit your business, ... Read More
Expenses Paid from Proceeds of Paycheck Protection Program Loan Proceeds

Expenses Paid from Proceeds of Paycheck Protection Program Loan Proceeds

As businesses begin to receive funding of loans under the Paycheck Protection Program, it is vitally important to properly track ... Read More