Kassouf Wealth Advisors has been named one of Accounting Today’s Top Firms by Assets Under Management (AUM) for the sixth consecutive year. The annual ranking recognizes leading CPA-affiliated financial planning firms across the country and reflects the trust clients place…
You may hear the terms financial planner or wealth advisor thrown around when looking for an expert to help you with your personal finances. Though anyone can call themselves a financial planner, less than 1% of the U.S. population hold…
As the Hr.1 – One Big Beautiful Bill Act (OBBBA) is now law, advisors at Kassouf & Co., Inc. have developed a resource center to help you understand key changes and how they could affect your taxes. The guide includes…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their annual ranking of CPA financial planners. The ranking is organized by assets under management. Kassouf Wealth Advisors is one of just four Alabama-based advisory groups to earn the…
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,…