Client Portal TaxCaddy Access Let's Talk
Back
Let's Talk

Truepoint Viewpoint

Josh Borges
Josh Borges   July 16, 2026
Trump Accounts: Essentially an IRA for Children
The recently passed One Big Beautiful Bill Act introduced Trump Accounts, a new savings vehicle designed for children under age 18. In the bill, a “Trump Account” is defined as “…an individual retirement account as defined in Internal Revenue Code section 408(a) which is not designated as a Roth IRA.”  Who qualifies for a Trump Account?   Under the law, […]
Read More
Sarah Tenhundfeld
Sarah Tenhundfeld   July 13, 2026
529 Plans Have Become More Flexible Than Many Families Realize
When many people think about a 529 plan, they think of a simple college savings account. Save money, invest it for growth, and use it to pay for tuition someday.  While that’s still true, today’s 529 plans offer far more flexibility than they did even a few years ago.  Legislative changes have expanded how 529 assets can […]
Read More
Conor Feldmann
Conor Feldmann   June 16, 2026
Section 351 Exchanges: The Portfolio Cleanup Tool Hiding in the Tax Code
“The only useful financial innovation in the last 20 years is the ATM.”   That was former Federal Reserve Chairman Paul Volcker’s assessment in the aftermath of the 2008 Global Financial Crisis, when acronym’d products like CDSs and CDOs helped turn “financial innovation” into a phrase that deserved side-eye.  Wall Street has a long history of dressing up complexity as sophistication. Too often complex “solutions” wind up boosting the […]
Read More
Nichole Williams
Nichole Williams   June 2, 2026
3 Tips for Efficient Tax Planning for Business Owners
Effective tax planning for business owners starts long before tax season. Some of the most important decisions happen at the very beginning—starting with how the business is structured. Start with the Right Business Structure  Choosing the right entity type, whether it’s an LLC, partnership, S corporation, or another structure, can have significant tax and legal implications. The […]
Read More
Shannon Dowling
Kate Brownstein
Shannon Dowling and Kate Brownstein   May 21, 2026
What is IRMAA and When Can You Do Something About It?
If you’re enrolled in Medicare and noticed your premiums are higher than expected, you may have encountered something called IRMAA. It’s not uncommon for individuals with higher incomes, and it can be appealed in certain situations.  Let’s walk through what IRMAA is, when it can be appealed, and the steps to take.  What is IRMAA?  IRMAA stands for Income-Related Monthly Adjustment Amount. In simple terms, it’s an additional charge added to […]
Read More
Josh Kommer
Josh Kommer   February 20, 2026
Are Private Investments Right For You?
You’ve likely encountered discussions about private investments in financial news or industry reports and may have wondered what this term entails. Simply put, private investments allow individuals and institutions to grow their wealth outside of publicly traded markets. Unlike stocks and bonds, which are bought and sold on exchanges, these are assets such as private […]
Read More

Explore posts by category

Financial Wellness Investing Retirement Taxes Truepoint News Trust & Estate Planning
  • Emily Vogele
  • Ben Fribourg
  • Collin McCulley
  • Andy Arnold
  • Emily A. Coughlin
  • Brendan Keating
  • Sarah Tenhundfeld
  • Sydnie Schell
  • Ben Pantalone
  • Josh Kommer
  • Nate Maxson
  • Shannon Dowling
  • August Hemmerich
  • Katie Newman
  • Josh Borges
  • Michelle Stevens
  • John Wolfenden
  • Nichole Williams
  • Abby Tuke
  • Heather J. Spencer
  • Blake Price
  • Ted Parchman
  • Alexandra H. Ollinger
  • Lauren M. Niestradt
  • Christopher M. Meyer
  • Adam Lipton
  • Ryan J. Klekar
  • Scott Keller
  • Nate Johnson
  • Katrina Hartsel
  • Conor Feldmann
  • John S. Evans
  • Steve Condon
  • Guy M. Clanton
  • Sam Chasnoff
  • Michael J. Chasnoff
  • Eric Chaimowitz
  • Christine L. Carleton
  • Kate Brownstein
  • David J. Bross
  • Scott M. Barbee
  • Shelly Bailey
  • Ginger S. Ittenbach
  • 401k
  • Behavioral Finance
  • Business Owners
  • Charitable Giving & Philanthropy
  • Concentration Risk
  • Cybersecurity
  • Economic Issues
  • Education Planning
  • equity compensation
  • Estate Documents
  • Families
  • Family Office
  • Financial Education
  • Frank Duke Method
  • Health Savings Account
  • Institutional Investing
  • Investment Portfolio
  • IRAs
  • Life Insurance
  • Market Volatility
  • Medicare
  • P&G Employees
  • Private Equity
  • Private Investments
  • Probate
  • Risk Management
  • Roth IRAs
  • SECURE Act
  • Seniors & Aging
  • Social Security
  • Stock Options
  • Tax Forms & Records
  • Tax Laws
  • Tax Planning
  • Titling Assets
  • Travel & Leisure
  • Truepoint Fiduciary Services
  • Truepoint Team
  • Trust Administration
  • Wealth Transfer
  • Women's Wealth Counsel
David J. Bross
David J. Bross   September 30, 2025
A Guide to Key Estate Planning Terms
Read More
Josh Borges
Josh Kommer
Josh Borges and Josh Kommer   February 12, 2025
Do You Know How Private Equity Impacts Your Taxes?
Read More
David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   April 8, 2024
Tax and Estate Considerations of the Duke Method
Read More