Travis M. Cavanaugh

  • Undergrad School: University of Iowa College of Business, BBA, Management Information Systems
  • Law School: The University of Iowa College of Law, JD, with distinction
Headshot of Travis M. Cavanaugh
Firm: Simmons Perrine Moyer Bergman PLC
115 3rd Street SE
Suite 1200
Cedar Rapids IA 52401
United States

Travis Cavanaugh advises individuals and business clients regarding estate and wealth transfer planning, general business and corporate law, banking, and tax matters. Mr. Cavanaugh’s prior experience as a public accountant at PricewaterhouseCoopers in Chicago provides useful insight into tax implications as it relates to personal and business succession planning, gift and estate tax planning, and general business transactions. In addition, Mr. Cavanaugh prepares estate tax returns, gift tax returns, and fiduciary income tax returns.

Corporate Transactions and Business Counseling. Mr. Cavanaugh advises businesses of all sizes and their owners and officers regarding entity organization, operations, governance, reorganization, and tax and succession planning, which includes the review, negotiations and drafting of contracts related to mergers, sales and purchases of assets or stock, reorganizations, redemptions and buy-sell agreements.

Estate Planning, Wills, Trusts, Probate and Wealth Transfer. Mr. Cavanaugh advises clients regarding gift and estate tax planning, succession planning for family businesses and charitable gifting. In addition, he drafts wills, revocable and irrevocable trusts, powers of attorney, premarital agreements and estate and gift tax returns.

Probate. To help clients after the loss of a family member. Mr. Cavanaugh assists clients with the administration of trusts and estates and works to resolve trust and estate controversies.

Taxation. Mr. Cavanaugh advises individual and business clients regarding the tax aspects (income, gift, estate and generation-skipping transfer) of proposed business transactions, pass-through entities (limited liability companies, partnerships and S corporations) and estate planning techniques.

Resources & Articles

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