C3 Financial Partners

May 2024 Newsletter

Tick, Tick, Tick Goes the Clock

Do you hear it? That tick-tick-tick sound?

That’s the ticking clock of the looming sunset of the current federal gift and estate tax exemption amounts.

In our latest blog, we discuss how there are only three potential recipients of your estate and the ways that this looming change might impact your ability to control which of those three receive your estate.

At C3 Financial Partners, we educate our clients on how the changing tax regime may impact their planning so they can make decisions from a place of understanding.

 

Learn More


 

IRS Applicable Federal Rate Update

The recent trend continues with the latest update to the AFR rates seeing increases in all of the short-term, mid-term, and long-term rates. To see the updated rates, head to the link below.

And please note – you can access the link on our homepage to check current and historic AFR rates at any time!

See The AFR Report


 

A Non-Political Political Question

Have you given any thought to who will be President when you die? No matter who is in office, tax laws will change; and it’s important that your estate plan has the options and flexibility to change with those laws.

Click the link below to see a video we created a few years back on this topic that is just as relevant today.

Learn More


Securities offered through Valmark Securities, Inc. member FINRA, SIPC.  Investment advisory products and services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.

 

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.
FINRA Broker Check