Hueffner
Sloan
Chicago-based IPA 300 firm Topel Forman LLC (FY20 net revenue of $23.6 million) has admitted Steven Hueffner and Daniel Sloan as partners.
Hueffner focuses on wealth planning and income tax services for high-net-worth families, specializing in gift taxation, estate and generational taxation, trust compliance and charitable planning.
Sloan has over 15 years of experience with audits of investment companies, employee benefit audits, corporate and partnership taxation. He provides tax planning and audit services for investment companies, broker-dealers and high-net-worth individuals.
