Kate Brownstein and Ted Parchman
August 4, 2026
2026 P&G LTIP and STAR Award Election: Weighing Your Choices
Our P&G team offers analysis on the LTIP and STAR Awards.
Truepoint Viewpoint
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, […]
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 […]
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 […]
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 […]
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 […]
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Kate Brownstein and Ted Parchman
August 4, 2026
2026 P&G LTIP and STAR Award Election: Weighing Your Choices
John S. Evans and Guy M. Clanton
July 17, 2025
Retirement Planning Considerations for P&G Employees
Kate Brownstein
May 30, 2025
Exercising Stock Options: Key Financial Planning Considerations
Lauren M. Niestradt
January 30, 2025
Things to Consider When Exercising Stock Options
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