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
January 2020
In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked,...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...
FINRA Broker Check