David Levine, CPA, JD

Member/Partner

I am committed to being proactive in serving my clients’ needs and building long-term relationships based on loyalty and trust.

With more than 20 years of tax consulting experience, David Levine has spent the last 15 years of his career with Topel Forman.  He enjoys working at Topel Forman where he has the opportunity to work closely with many different clients and is able to help them navigate the complexity of many different areas of tax.

In addition to his business education and CPA certification, David brings to his work the insight he gained earning a law degree at DePaul University. He specializes in tax planning and preparation for high net worth individuals, corporations and partnerships. He also handles tax planning for estates, easing the tax burden of passing wealth from one generation to the next.

Outside of work, Dave enjoys spending time with his wife and four kids. If that can be combined with an outing listening to live music or watching his beloved Detroit & University of Michigan sports’ teams, so much the better.

Education 

  • DePaul University , J. D.
  • University of Michigan, Bachelor of Business

Areas of Expertise 

  • Taxation of High Net Worth Individuals
  • Corporate Taxation
  • Partnership Taxation
  • Estate Tax Planning

Societies & Licenses 

  • Certified Public Accountant, State of Illinois
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
Topel Forman Employee: David Levine
Topel Forman, L.L.C.