About Topel Forman
ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman

Topel Forman’s Denver Office Relocates to Cherry Creek
Topel Formans's Denver Office Relocates to Cherry Creek.

Measuring fair value for financial reporting purposes
Fair market value is the appropriate standard of value in most business valuation assignments. But when valuing an ...

Joint ownership isn’t right for all estate plans
Generally speaking, owning property jointly benefits an estate plan. Indeed, joint ownership offers several ...

Tax-wise ways to save for college
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored ways to save that may be available to you.

2023 Tax Calendar
To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments, and other actions are due

Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question
Current tax law may make that an enticing proposition, given the inflation-adjusted $12.92 million gift and estate tax exemption. However, making lifetime gifts isn’t right for everyone. Depending on your circumstances, there may be tax advantages to keeping assets in your estate and making bequests at death.

2023 Q1 tax calendar: Key deadlines for businesses and other employers
Here are some key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. ...

Topel Forman Promotes New Partner – Christine Ludwig
Christine Ludwig, CPA has been promoted to Partner at Topel Forman. Christine is the first partner based out of the Denver office. She provides tax and advisory services to professionals specializing in partnership taxation, manufacturing & distribution, and real estate. She also provides federal and state income taxation and advisory. services for high net worth individuals.

SECURE 2.0 law may make you more secure in retirement
A new law was recently signed to help Americans save more for retirement, although many of the provisions don’t ...

What do the 2023 cost-of-living adjustment numbers mean for you?
The TCJA suspended personal exemptions through 2025. However, it nearly doubled the standard deduction, indexed annually for inflation through 2025. For 2023, the standard deduction will be $27,700 (married couples filing jointly), $20,800 (heads of households), and $13,850 (singles and married couples filing separately). After 2025, standard deduction amounts are scheduled to drop back to the amounts under pre-TCJA law unless Congress extends the current rules or revises them.

2023 limits for businesses that have HSAs — or want to establish them
No one needs to remind business owners that the cost of employee health care benefits keeps going up. One way to ...

2022 Year-End Tax Planning Strategies
As the year comes to a close, there are still a few weeks to maximize your tax-saving strategies. Here are some reminders and options as you plan your year-end and look forward to 2023.
No results found.

Topel Forman’s Denver Office Relocates to Cherry Creek
Topel Formans's Denver Office Relocates to Cherry Creek.

Measuring fair value for financial reporting purposes
Fair market value is the appropriate standard of value in most business valuation assignments. But when valuing an ...

Joint ownership isn’t right for all estate plans
Generally speaking, owning property jointly benefits an estate plan. Indeed, joint ownership offers several ...

Tax-wise ways to save for college
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the tax-favored ways to save that may be available to you.

2023 Tax Calendar
To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments, and other actions are due

Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question
Current tax law may make that an enticing proposition, given the inflation-adjusted $12.92 million gift and estate tax exemption. However, making lifetime gifts isn’t right for everyone. Depending on your circumstances, there may be tax advantages to keeping assets in your estate and making bequests at death.

2023 Q1 tax calendar: Key deadlines for businesses and other employers
Here are some key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. ...

Topel Forman Promotes New Partner – Christine Ludwig
Christine Ludwig, CPA has been promoted to Partner at Topel Forman. Christine is the first partner based out of the Denver office. She provides tax and advisory services to professionals specializing in partnership taxation, manufacturing & distribution, and real estate. She also provides federal and state income taxation and advisory. services for high net worth individuals.

SECURE 2.0 law may make you more secure in retirement
A new law was recently signed to help Americans save more for retirement, although many of the provisions don’t ...

What do the 2023 cost-of-living adjustment numbers mean for you?
The TCJA suspended personal exemptions through 2025. However, it nearly doubled the standard deduction, indexed annually for inflation through 2025. For 2023, the standard deduction will be $27,700 (married couples filing jointly), $20,800 (heads of households), and $13,850 (singles and married couples filing separately). After 2025, standard deduction amounts are scheduled to drop back to the amounts under pre-TCJA law unless Congress extends the current rules or revises them.

2023 limits for businesses that have HSAs — or want to establish them
No one needs to remind business owners that the cost of employee health care benefits keeps going up. One way to ...

2022 Year-End Tax Planning Strategies
As the year comes to a close, there are still a few weeks to maximize your tax-saving strategies. Here are some reminders and options as you plan your year-end and look forward to 2023.
No results found.
Subscribe
Stay in the know. Sign up to get our monthly newsletter for insights, updates, and helpful resources.
Subscribe
Stay in the know. Sign up to get our monthly newsletter for insights, updates, and helpful resources.
