Mr. Gosz is a Certified Public Accountant serving as the firm's Fiduciary Services Administrator. As such he performs administrative duties for funded trusts including receiving funds, making distributions, accounting for securities trades, issuing account statements, completing fiduciary tax returns, paying insurance premiums, paying other invoices and handling withdrawal notices for insurance trusts.
Mr. Gosz is a graduate of the University of Wisconsin - Oshkosh (B.B.A. 1973, cum laude). He has been a member of the Wisconsin Institute of Certified Public Accountants for the past 25 years.
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