Industries We Serve

High Net Worth Individuals

Topel Forman is a trusted name in high–net-worth tax planning, with extensive experience and a well-earned reputation for integrity, professionalism and responsiveness. We offer a comprehensive range of services, delivered with a level of personalized attention in which we take great pride. Our tax specialists have the expertise and knowledge to handle complex tax matters as well as proactively plan and find opportunities for our clients. Our professionals keep abreast of new planning strategies, law changes, court cases, and IRS rulings to provide our clients with year round support. Our comprehensive tax planning also extends beyond the individual. Relying on our extensive knowledge of tax law and requirements for compliance in estate, succession, gift tax and retirement planning, we not only develop strategies for the individual on a long-term basis, but also for their estates.

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