CHICAGO, IL (January 11, 2021) — Chicago and Denver-based accounting firm Topel Forman LLC has announced the appointment of David Levine, CPA, J.D. as Managing Partner. With more than 25 years of experience, David Levine has acted as a tax leader at Topel Forman for nearly 20 years and has served as a Member/Partner since 2008. Throughout his tenure at Topel Forman, Levine has provided world-class client tax planning and preparation services to different clients, including high net worth individuals, corporations, and partnerships. Levine succeeds Managing Partner John J. Riley, CPA, who joined the firm in 1980 and has served as Managing Partner since 2013.
Speaking on behalf of the Firm and its 11 partners, John Riley said, “Topel Forman is a third-generation firm and continues to grow and remain resilient due to our unified team, talented professionals, world-class client service, and the strong leadership of our partner group. Our success is also a function of our ability to embrace change. We realize that change is all around us, and we constantly look for ways to improve the firm and our client relationships. It has been an honor to have served as managing partner over the past eight years and been entrusted to lead this firm, the culture, and the foundation of which was created by our founding partners, Bill Topel and Bill Forman.
“I am extremely proud to introduce my partner and friend of 20 years, Dave Levine, as the next managing partner of Topel Forman. Over the past several years, Dave and I have worked side by side to create a seamless leadership transition for our firm and clients. Dave embodies our core values of integrity, excellence, respect, and balance. and will continue driving the success of Topel Forman and lead this Firm into the next generation.”
New Managing Partner David Levine said, “It is truly an honor to be selected as the next Managing Partner of Topel Forman. It is humbling to succeed my colleague and friend John Riley in this role. I would not be in this position without the support and dedication of my partners and colleagues.
“We look forward to building on our successful model of providing world-class client service and continuing to develop a culture of collaboration and professional development for our people. I am excited about the opportunity to lead and serve our talented group of partners and employees, and I am committed to the success of every person in our firm. I am grateful for the opportunity and challenge to serve the Firm in this new role.”
Levine is based in the Chicago office but travels around the U.S. to meet with his clients. Riley will continue to provide advisory services to his clients and remain a member of the Firm’s executive committee.
ABOUT TOPEL FORMAN
Topel Forman L.L.C. was founded in 1961 and is a third-generation firm consisting of 11 partners and nearly 90 professional staff and support team members. This year the firm will be celebrating its 60
th anniversary. Topel Forman offers audit, tax, and various consulting services, with offices in Chicago and Denver. Topel Forman has ranked as an INSIDE Public Accounting 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.
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