Truepoint Viewpoint

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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Sydnie Schell
Sydnie Schell   February 20, 2024
Tax Planning for P&G Employees: Helpful Tips 
It’s that time of year again—when tax documents begin to hit your mailbox and the mid-April deadline looms in the not-so-distant future. As in years past, the tax team at Truepoint has put together a list of tips and reminders, this time especially geared toward tax planning for P&G employees (and other companies that offer […]
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Truepoint
Truepoint   February 1, 2024
Truepoint Wealth Counsel Continues to Expand Shareholder Group
Truepoint Wealth Counsel is pleased to name three new firm shareholders: Conor Feldmann, Josh Kommer, and Blake Price. This increases Truepoint’s shareholder group to 35 employee-owners, signifying the firm’s continued commitment to attracting and retaining the industry’s top professionals. “Our management team at Truepoint extends a warm welcome to these new team members joining our […]
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Kate Brownstein
Kate Brownstein   January 26, 2024
Structuring Your P&G LTIP Award 
In part one of this series, “Stock Options and RSUs: What You Should Know,” we reviewed the main issues involved in both stock options and restricted stock units (RSUs). Now we can more carefully examine the specific details of P&G’s Long-Term Incentive Plan (LTIP) and provide insight into how you might structure your P&G LTIP […]
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Kate Brownstein
Kate Brownstein   January 26, 2024
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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Nate Maxson
Eric Chaimowitz
Nate Maxson and Eric Chaimowitz   February 23, 2023
How SECURE Act 2.0 Could Affect Your Retirement 
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