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Fred R. Slosson,
C.P.A., C.F.P.
112 South Main Street
Crown Point, Indiana 46307
phone: (219) 663-6222
fax: (219) 662-0830
e-mail: fslosson@yahoo.com |
Fred R. Slosson, CPA, has been a practicing CPA since 1960, working
primarily with owners of closely held businesses, including corporations,
partnerships, trusts and sole proprietorships. He works extensively with
individuals in connection with their personal financial and estate planning
problems, including tax sheltered investments. Mr. Slosson is a former
assistant professor of Business Administration at Indiana University
Northwest and has taught such courses as Federal Income Taxes and
Taxation of Estates and Trusts.
Memberships
American Institute of Certified Public Accountants
Financial Planning Association
National Association of Estate Planning Councils
American Association of Altruistic CPA Financial Planning
National Association of Certified Valuation Analysts
A Founding member of the Northwest Indiana Planned Giving Group
Former chairman of the program committee for the Northwest Indiana Planned Giving Group
Local representative for the Family Financial Education Foundation
Degrees
MBA (accounting) from the Graduate School of Business from the University of Chicago.
Masters of Science in Financial Services (estate planning and taxation)
degree with the American College in 1993.
Concentrations
Financial Planning for Individuals and Business
Tax free exchange of real estate transactions
Sophisticated charitable giving and estate planning techniques
Stretch IRA
Family Wealth Counselor
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Slosson
Main Page | Services
| Slosson Profile | Staff Profiles
| Planning Information
The Crown Point
Network | Business
Directory
|