Topel Forman LLC Announces Two New Partners
CHICAGO, IL (January 3, 2022) — Topel Forman L.L.C., an accounting firm with offices in Chicago and Denver, is pleased to announce that Daniel J. Sloan and Steven A. Hueffner have been promoted to Partner effective January 1, 2022, both based in Topel Forman’s Chicago office.
Daniel Sloan provides a full range of tax planning and audit services for investment companies, broker-dealers, and high net worth individuals. He has over fifteen years of experience with audits of investment companies, employee benefit audits, corporate and partnership taxation. Daniel is adept at building client relationships, becoming a trusted advisor. On his promotion, he says, “In my new role, I look forward to continuing the Topel Forman tradition of excellence and continuous improvement. I will strive to be my clients’ most strategic, value-adding partner while coaching and developing TF’s future leaders. Most importantly, I will strive to maintain the culture that I have enjoyed these past 15 years.
Steven Hueffner has extensive experience in wealth planning and income tax services for high-net-worth families specializing in gift taxation, estate, and generational taxation, trust compliance, and charitable planning. Steven is experienced in client advisory services and adept at succession planning and says, “Making partner was always my professional goal, but the real achievement was finding a firm that aligned with my values and that cares about its people. I’m fortunate to have found that with Topel Forman. Maintaining that sense of camaraderie and helping others pursue their goals will be the main priority of my partner tenure.
About Topel Forman
Topel Forman L.L.C. was founded in 1961 and is a third-generation firm consisting of 12 partners and nearly 90 professional staff and support team members. Topel Forman offers audit, tax, and various consulting services, with offices in Chicago and Denver. Topel Forman has ranked as an INSIDE Public Accounting Top 200 Firm in 2021, Best of the Best Firm and Top 300 Firm in 2019 and 2020. The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide. To learn more, visit www.topelforman.com.
For more information, please contact:
Cassy Clayman
Topel Forman LLC
720-588-4707 | cclayman@topelfor.wwwmi3-ts102.a2hosted.com
