Chuck Cavanaugh
Chuck Cavanaugh is the Head of Financial Planning and Annuity Distribution for Citi U.S. Consumer Wealth Management, where he is responsible for leading the financial planning and annuity management teams. These two teams work with clients to develop and implement financial plans, including estate & trust planning, charitable giving, intergenerational planning, business succession, secured retirement income, risk mitigation and wealth protection.
Website: citigold.citi.com | LinkedIn: www.linkedin.com/in/charlesjcavanaugh
Latest articles by Chuck Cavanaugh
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Strategies to Deal with Potential Capital Gains Tax Increases
tax planning Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.
By Chuck Cavanaugh • Published
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Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
estate planning Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner than you think.
By Chuck Cavanaugh • Published
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3 Ways to Maximize Your Charitable Giving This Year and Beyond
retirement From private foundations to donor advised funds and charitable remainder trusts, there are several options to do good and help yourself with a possible tax break at the same time.
By Chuck Cavanaugh • Published