Patrick G. Gosz, CPA

Fiduciary Services Administrator

Banner photo of Patrick Gosz

Patrick G. Gosz, CPA

Fiduciary Services Administrator

Banner photo of Patrick Gosz

Patrick G. Gosz, CPA

Fiduciary Services Administrator

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services

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.

 

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services