Tax, Audit, Firm and Regulatory News

TOPEL FORMAN WELCOMES FOUR NEW PARTNERS

January 1, 2025

[Chicago, IL] – Topel Forman is thrilled to announce the promotion of four accomplished professionals to its partner group, bringing the total to 16 partners as of January 1, 2025. This significant milestone underscores the firm’s commitment to excellence, leadership, and the growth of its team.

The new partners are Earl Bloom, Miao Chu, Derek Huizenga, and Byron Plate. Each has demonstrated unwavering dedication, expertise, and a passion for fostering both client and firm success.

“Admitting new partners is one of the most exciting events at our firm,” said Managing Partner David Levine. “It reflects years of hard work, leadership, and an unwavering commitment to our values and clients. These individuals embody what it means to lead with integrity and innovation, and I’m confident they will continue to drive our firm’s success.

This year’s promotions reflect the firm’s strong trajectory of growth, with four new partners representing the largest addition in its history. The firm’s expansion aligns with its mission to provide outstanding service while fostering a supportive and inclusive workplace.

“Our success is built on the strength of our people,” added Levine. “We’re not just growing for growth’s sake; we’re committed to developing leaders who make our firm better every day. As we look to the future, I’m confident that this team will drive continued innovation and success.”

Congratulations to each person on joining the Topel Forman Partner Group.

 

About Topel Forman
Topel Forman L.L.C. was founded in 1961 and is a third-generation firm consisting of 16 partners and over 150 professional staff and support team members. Topel Forman offers audit, tax, and advisory services including family office and wealth management. With offices in Chicago and Denver. Topel Forman has ranked as an INSIDE Public Accounting Best of the Best Firm, a Top 200 Firm, AccountingToday Regional Leader and most recently the number 7 Top Workplace in the Chicago Tribune.  The Firm is also an independent member firm of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them,. To learn more, visit www.topelforman.com.

Contact:

Cassy Clayman | Marketing Coordinator | 720-588-4707 | cclayman@topelforman.com

Related News Posts

Why homeowners need to track improvements before a sale or inheritance

Why homeowners need to track improvements before a sale or inheritance

As home values rise, the federal home sale exclusion may no longer be enough to eliminate capital gains tax when a property is sold or inherited. The difference between a large tax bill and a smaller one can come down to how well a homeowner documented capital improvements over the years. Keeping a permanent record of qualifying expenses is one of the simplest steps homeowners can take to protect themselves.

read more
A Conversation on Financial Planning

A Conversation on Financial Planning

Financial planning is a holistic practice that should be done regularly as big life changes happen: 529 plans, estate planning, and tax considerations are only a few of the factors that could be considered during financial planning.

read more