Truepoint Viewpoint

Ryan J. Klekar October 9, 2024

Selling the Business? Five Considerations for Making the Most of Equity Events

For a business owner or equity partner, selling a business may conjure up conflicting emotions. On one hand, a lucrative sale can make a real difference in terms of financial security, including for future generations. But on the other hand, it may lead to a sense of finality and questions about what to do next. […]

Alexandra H. Ollinger October 8, 2024

Principles for Preserving Legacies Across Generations

Thinking About Legacies Keeping alive a family’s history and beliefs for future generations requires intentional and continuous effort. For too many families, these values and experiences are lost across generations, even if financial capital is passed along. Legacy preservation involves defining the strategies and establishing the processes so both wealth and values can be sustained […]

Lauren M. Niestradt September 10, 2024

Will the Election Affect My Portfolio?

Every four years, as the presidential election season ramps up, concerned clients will ask us how they can protect their assets against a particular outcome. Yet, contrary to what investors might believe, historical data shows that presidential elections results do not significantly affect investment returns. In previous elections, we have discussed the extensive body of […]

Nichole Williams August 29, 2024

A Guide to the Ohio SGO Tax Credit

If you’re an Ohio resident, there’s a valuable tax benefit you might not be fully utilizing: the Ohio SGO (Scholarship Granting Organization) tax credit. This credit allows you to directly support educational institutions while receiving a dollar-for-dollar reduction in your state tax liability. What is the Ohio SGO Tax Credit? The Ohio SGO tax credit […]

Michelle Stevens August 19, 2024

Rolling Over Your 529 Plan to a Roth IRA: Maximizing Your Savings

Planning for a child’s education is a top priority for many families, and the 529 plan has long been a popular choice for college savings. But what happens if you overfund the account or your child or grandchild doesn’t need all the money for their education? Recent updates to the 529 plan rules offer one […]