As the end of May approaches, many people think about Memorial Day, summer vacations, and a break from school. However, the end of the month also signifies an important date in education planning: 529 Day. Recognized on May 29, 529…
Kassouf & Co., Inc. Director Joel Jones, CPA recently discussed the importance of planning amidst legislative changes with Business Alabama magazine. The article discusses the Tax Cuts and Jobs Act of 2017 and how certain provisions may expire at the…
Zack Bennett, CPA, PFS, a Kassouf Wealth Advisors Registered Investment Advisor Representative, recently presented at the Healthcare Leaders Association of Alabama’s Annual Winter Conference in Birmingham. Taking place March 5-7, the conference brings medical practice managers, billing managers, and other…
CPAmerica, a national business alliance connecting 90 CPA firms across 45 states, featured Kassouf in the December issue of CPAmerica Advantage. Manager Bridget O’Neal, CPA chairs the firm’s Employee Engagement Committee, an employee-led group that creates opportunities for team members…
BIRMINGHAM, Ala. | Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning Association, Money compiled the 80 best financial…
Kassouf & Co., Inc. is a 2024 INSIDE Public Accounting Top 300 Firm. IPA’s annual ranking is based on revenue and a survey, which boasts a 90% completion rate. Kassouf Wealth Advisors is part of the Kassouf Family of Companies,…
Accounting Today honored Kassouf Wealth Advisors a 2024 Wealth Magnet in their annual list of Top 150 Firms by Assets Under Management (AUM). KWA’s investment management partner, Savant Wealth, ranked first, proving that they are the premier partner for KWA.…
As you may recall, our long-term portfolio management partner, Capital Directions, merged with Savant Wealth Management in February 2023. One of the final steps in their integration with Savant is transitioning your online client portal to Savant’s infrastructure. The transition…
As we enter graduation season, you may be thinking about your own children’s future. One of the best ways to ensure a strong start for your children is through education planning. We’ve compiled four tips to help you get started.…
We are proud to partner with Savant Wealth Management, a fee-only, independent RIA firm, to offer investment management services. Founded in 1986, the firm currently holds approximately $25.1 billion in assets under management and assets under advisement. Savant has been…