Kathy Cashatt
Director of Tax, Trust & Estate
Charles Schwab & Co., Inc.
Education
B.S. in Accounting, Arizona State University
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment, financial planning, and income tax topics, Kathy works closely with clients to discuss capital gains management, major life events, pass through entity taxation, and retirement distributions strategies. She offers consultations on alternative minimum tax, passive income and losses, selling a business, and tax deferral strategies.