C3 Financial Partners

Is Summer the New Tax Season? | Summer 2021 Newsletter

Todd’s 2 Bits
Tax Video/Thoughts Revisited

Last year at this time, we were all consumed with monitoring the unprecedented pandemic.

This year, for those of us who are constantly monitoring legislation, we are facing truly unprecedented, proposed tax law changes. From income to inheritance taxes, we have never seen so many interrelated tax proposals.

While the video we did on “TAXES” was done last fall, it may be more relevant today. As we suggest in the video, we believe it is important for our clients to have: clarity of their goals and objectives; confidence in their planning; and coordination with all their advisers and family members.

The “formula” that we provide in the video is a way to get started on those objectives. Please let us know how we can help.

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Will Your Life Insurance Policy “Die” Before You Do?
The Risks of Leaving Life Insurance Unmanaged

Although simple in concept, a life insurance policy can be a complex financial instrument. Like other assets, it needs to be monitored to be certain that it is still appropriate for defined goals and performing according to expectations.

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Upcoming C&C Event Guests

Jim Whiddon
Return on Legacy: Leaving an Inheritance of Wisdom for the Next Generation

September 23, 2021
Read Jim’s Work
Dr. Catherine Sanderson
The Art of Aging: A Prescription
for Mind and Body

November 16, 2021
Read Catherine’s Work

Review Our Past Events



C3 Team Book Review

The Ruthless Elimination of Hurry by John Mark Comer

This spring, the C3 team created our own book club to review The Ruthless Elimination of Hurry by John Mark Comer. Reading the book was an eye-opening experience for all. “Hurry is a state of frantic effort one falls into in response to inadequacy, fear, and guilt.”

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Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.
Senior Vice President
Lion Street Private Client Group