Truepoint Viewpoint

Scott M. Barbee November 26, 2024

“Above the Line” Thinking in Charitable Giving

When gathering with family and friends for the holiday season, it’s a natural time to give thanks for your good fortune. Perhaps you will pick out special gifts for loved ones or send funds to a charity whose mission you admire. Certainly, unplanned gifts like this are thoughtful and worthwhile. However, you might be considering […]

Nichole Williams November 20, 2024

When Is the Best Time to Start Tax Planning?

For most, taxes are top of mind for a brief (and often dreaded) period each year during tax season. For the rest of the year, many people take an ‘out of sight, out of mind’ approach to the topic. However, the reality is that holistic tax planning isn’t just a once-a-year task—it’s an ongoing process that […]

John S. Evans November 19, 2024

Changes to the P&G Profit Sharing Trust (PST)

Procter and Gamble’s generous compensation and benefits package is a big reason the company can attract and retain such an impressive group of employees. P&G’s Profit Sharing Trust (PST) is a cornerstone of this package, enabling employees to build a sizable nest egg for their retirement. Each year, P&G makes profit-sharing contributions to qualified employees’ […]

David J. Bross October 29, 2024

What is a Trust, and What Are Its Benefits?

A trust is a powerful legal tool that allows an individual (known as the grantor) to manage and distribute their assets with the help of a designated person or entity (the trustee) for the benefit of certain individuals or organizations (the beneficiaries). Trusts are widely used in estate planning to ensure that assets are managed […]

Adam Lipton October 21, 2024

The Next Generation of Wealth: Three Tenets of Multi-Generational Planning

A Twenty-Year Drought Coming into the 2024 Paris Olympic games, the US Men’s 4×100 relay team was looking to end a 20-year Olympic medal drought. Despite that drought, they were the favorite to win gold. And, with four of the fastest men on the planet competing together, the team expected to deliver on those high […]

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. […]

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Ryan J. Klekar October 9, 2024

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

David J. Bross and Eric Chaimowitz March 4, 2024

Update on the Corporate Transparency Act 

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