Steven A. Hueffner, CPA

Manager

Most of the successful people I’ve known are the ones who do more listening than talking.

Steve Hueffner is a tax manager with extensive experience in wealth planning and income tax services for high net worth families. His experience encompasses gift, estate, and generation-skipping transfer taxation, trust compliance, and charitable planning –specifically around private foundations and charitable trusts. Prior to joining Topel Forman, Steve worked for nine years in the Private Client Advisory group at an international accounting firm.

He enjoys being a new father to his young son, Henry, and can’t wait for annual family road-trip adventures around the country with his wife, Rachel.

Education 

  • University of Wisconsin-Madison, Masters of Accountancy
  • University of Wisconsin-Madison, Bachelor of Business Administration – Accounting and Information Systems

Areas of Expertise 

  • Wealth Planning and Income Taxation for High Net Worth Families
  • Gift, Estate, and Generation-Skipping Transfer Taxation Trust Taxation
  • Business Succession Planning
  • Charitable Planning Focused Around Private Foundations

Societies & Licenses 

  • Certified Public Accountant, State of Illinois
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • Chicago Estate Planning Council Member
Topel Forman Employee: Steven A. Hueffner
Topel Forman, L.L.C.