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Rose Sadlon Photo

Rose M. Sadlon*

Wealth Planning CPA

*Names that appear with an asterisk indicate a Michael Best professional not admitted to practice law.

Overview

Rose brings the strategic insights and perspective gained from her experience as a certified public accountant and registered tax return preparer to her focus on estate planning matters. Her focus includes:

  • Estate and trust administration
  • Preparation of fiduciary, individual, death, partnership, private foundations, and gift tax returns
  • Financial analysis and tax planning

Prior to joining Michael Best, Rose administered trusts for nine years in the Trust Department of Bank One Milwaukee, N.A., currently JP Morgan Chase.

Professional Activities

  • Member, Wisconsin Institute of Certified Public Accountants (WICPA)
  • Member, Professional Association of Wisconsin, Estate and Trust Specialty Section
  • Certified Public Accountant (1996)
  • Volunteer, Internal Revenue Service VITA Program

Education

Community Involvement

Volunteer, The Basilica of St. Josaphat

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