Truepoint Viewpoint

John S. Evans
John S. Evans   February 2, 2025
Stock Options and RSUs: What You Should Know
Today, many compensation packages extend beyond the traditional mix of a regular paycheck and end-of-year cash bonus. Employees now often receive an equity stake in their employer, most typically through stock options or restricted stock units (RSUs). This supplemental compensation can be significant, but it also carries additional complications, unpredictability, and tax consequences.   Due to […]
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Justin Gubser
Justin Gubser   January 31, 2025
QCDs: A Tax-Smart Way to Give
For individuals over the age of 70½, Qualified Charitable Distributions (QCDs) offer a powerful tax-saving strategy while supporting charitable causes.  What Is a QCD?  A QCD is a direct transfer of funds—up to $108,000 per individual in 2025—from your Individual Retirement Account (IRA) to a qualified charity. By donating through a QCD, you avoid recognizing […]
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Lauren M. Niestradt
Lauren M. Niestradt   January 30, 2025
Things to Consider When Exercising Stock Options
The components of P&G’s compensation package can be very rewarding but also quite complex. Valuing stock options and determining when to exercise stock options can be complicated.   When we sit down as a team to evaluate a client’s P&G stock option exercise strategy, we review their situation from several perspectives. In addition to the investment […]
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Conor Feldmann
Conor Feldmann   January 27, 2025
Reviewing 2024 and Previewing 2025: Perseverance, Concentration, and Valuation
This 2024 market review piece has been contributed by Conor Feldmann, Sr. Portfolio Manager & Shareholder, as a part of his blog Demystifying Markets. To read more on current events and market analysis from Conor, subscribe to Demystifying Markets here. Constructing and managing portfolios for our clients requires a high degree of technical expertise—the seven […]
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John S. Evans
John S. Evans   January 23, 2025
Contesting Your Property Tax Assessment 
As a proud member of the CPA community—the “Cheapest People Alive”—there’s a special kind of joy in successfully contesting a property tax assessment. When an opportunity to save money presents itself, especially one that requires proving my home is worth less than what the county claims, I’m all in.  Yet, I’ve encountered a curious argument […]
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Truepoint
Truepoint   January 23, 2025
Truepoint Wealth Counsel Expands Shareholder Group to 40 Employee-Owners
Truepoint Wealth Counsel is pleased to name five new firm shareholders: Josh Borges, Bill Felix, Bridget Hughes, Jordan Patrick, and Michelle Stevens, increasing Truepoint’s shareholder group to 40 employee-owners.  “Our shareholder group at Truepoint is excited to welcome five more teammates as shareholders in the firm,” said CEO and shareholder Steve Condon. “The shareholder opportunity […]
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John S. Evans
John S. Evans   April 8, 2024
Distribution Options for Your P&G Retirement Assets: The Frank Duke Method & Its Alternatives
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John S. Evans
Nichole Williams
John S. Evans and Nichole Williams   April 8, 2024
Understanding the Frank Duke Method
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