Topel Forman Continues to Shine in Accounting Today’s Annual Rankings

Tax, Audit, Firm and Regulatory News

Posted on March 20, 2025

We are honored to have been named a Firm to Watch and Regional Leader in Accounting Today’s annual ranking of the leading national and local firms—marking this our third consecutive year on the list.

This recognition reflects our continued independent growth, dedication to excellence, and commitment to our clients and colleagues. Accounting Today’s rankings not only highlight top firms but also provide in-depth data analysis and insights from industry leaders on key challenges and strategies for success in 2025 and beyond.

We remain focused on delivering world-class client service, embracing technology-driven solutions, and fostering a culture of collaboration and professional development. We are incredibly proud of our team and grateful to our clients who make this achievement possible.

Conservation easements: what they are and why the IRS is watching

Jul 21, 2026

Conservation easements have a legitimate place in tax and estate planning, but for years promoters have been packaging them into abusive investment schemes that have drawn IRS enforcement. If you’ve been approached with one of these arrangements, or if you’ve already participated in a prior year, the consequences of getting this wrong include disallowed deductions, steep penalties, and in serious cases, criminal prosecution. This article breaks down how legitimate easements work, what the abusive versions look like, and what steps to take if you have questions about your situation.

IRS Provides Gift Tax Filing Relief for Certain Trump Account Contributions

Jul 16, 2026

The IRS’s new safe harbor (Rev. Proc. 2026-25) lets many donors skip gift tax returns for Trump Account contributions — if all five requirements are met.

Hiring family members in your small business: tax advantages and mistakes to avoid

Jul 14, 2026

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.