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

 

2019 Alabama Healthcare Fraud Summit

2019 Alabama Healthcare Fraud Summit

Kassouf & Co., P.C. and our partners at Birmingham InfraGard Members Alliance, Southern Medical Association and the Birmingham Medical Group ... Read More
Kassouf Employees Attend the ASCPA-Birmingham Chapter Women's Luncheon

Kassouf Employees Attend the ASCPA-Birmingham Chapter Women’s Luncheon

The ASCPA-Birmingham Chapter hosted its Women's Luncheon on Friday, May 17th, at The Club. Guest speaker Cindy Wyatt presented on, ... Read More
Kassouf Employees Attend the American Heart Association's Go Red For Women Luncheon

Kassouf Employees Attend the American Heart Association’s Go Red For Women Luncheon

On Thursday, May 16th, the American Heart Association hosted its annual Go Red For Women Luncheon at The Sheraton Hotel ... Read More