May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is counting down to a potentially seismic change that will impact estates and how they are taxed. We are referring to the enacted sunsetting of the current gift and estate tax exemption amounts at the […]
C3 Financial Partners
October 2018
Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the C3 Financial Partners (formerly Texas...
October 2018
“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...
September 2018
“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care,...
September 2018
C3 (formerly Texas Financial Partners) attendees took away a great deal of insight and new thinking from the conference. Todd...
August 2018
The Origin of Our Client Continuity Merger When C3 Financial Partners came together, we came up with a model that...
June 2018
The phrase “Family Business” can conjure up various images.  One may be an image of multiple generations of family members...
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