Truepoint Viewpoint

Blake Price
John S. Evans
Blake Price and John S. Evans   April 8, 2024
A Summary of the Frank Duke Method
In this fifth and final installment in our series on the Duke Method, we offer a brief summary of the approach and its considerations as we have presented over the past year. Keep in mind that the Duke Method is a very complex strategy which requires extra scrutiny before employing.   What is the Frank Duke Method?  Simply put, […]
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David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   April 8, 2024
Tax and Estate Considerations of the Duke Method
In this installment of our series on the Duke Method, we look at two major components of your personal finances—taxes and estate planning. Keep in mind that these issues can be fairly technical and individualized, so we encourage you to consult with a financial professional who is well versed in both the Duke Method, as […]
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John S. Evans
Nichole Williams
John S. Evans and Nichole Williams   April 8, 2024
Understanding the Frank Duke Method
This series will look at the Frank Duke Method, a technique to move all assets out of the P&G retirement plan in a tax-efficient way.
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Michael J. Chasnoff
Michael J. Chasnoff   April 1, 2024
A Message from Founder Michael Chasnoff 
I am writing to share an exciting update from Truepoint Wealth Counsel. But first, some history.   Our founding in 1990 was built on a vision of putting the client first by providing fiduciary guidance and making thoughtful investments in the firm to continually enhance both our client and employee experience. Our evolution over more than […]
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Courtney M. Weber
Nate Johnson
Courtney M. Weber and Nate Johnson   March 27, 2024
Celebrating the Truepoint Client Experience
This past year, the Truepoint team collaborated with an independent, third-party consultant to gather feedback on our performance and gain insights into how we might need to evolve our client service. We were extremely proud to see that 99% of clients who completed the survey expressed high satisfaction with our services and that we achieved […]
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David J. Bross
Eric Chaimowitz
David J. Bross and Eric Chaimowitz   March 4, 2024
Update on the Corporate Transparency Act  
Effective January 1, 2024, all existing and newly created small business entities will be required to file a beneficial ownership report to the Financial Crimes Enforcement Network (FinCEN) as part of the new Corporate Transparency Act.   This reporting requirement will affect over 32.6 million existing and over 5 million newly created small business entities. […]
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David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   April 8, 2024
Tax and Estate Considerations of the Duke Method
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David J. Bross
David J. Bross   September 13, 2021
A Guide to Key Estate Planning Terms
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Truepoint
Truepoint   May 9, 2013
Tax Season Takeaways
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Scott M. Barbee
Scott M. Barbee   March 21, 2008
Stimulating?
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John S. Evans
John S. Evans   March 21, 2007
Retention of Tax Records
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