For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

3+ Reasons Why Greater Columbus Ohio Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Greater Columbus Ohio office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going...

A Basic Mid-Year Tax Planning Method for Greater Columbus Ohio Taxpayers

Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...

Chuck Franklin’s 2017 Tax Planning Guide

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...

Tax Planning Strategies For Greater Columbus Ohio Individuals and Families

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Greater Columbus Ohio clients -- at least with those who are smart enough to take us up on it -- we PLAN...

Chuck Franklin CPA, LLC Answers: Can You Be Fired Because of A Wage Levy?

We're almost at the end of September, which is bewildering -- where did summer go? People are already putting up Halloween decorations, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks...

Franklin’s Four Good Reasons To Give Charitably, Aside From Tax Deductions

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn't yet finished (it needs to go through the "reconciliation" process, and the President needs to sign it), but we have some...

Chuck Franklin’s 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

Conventional Financial Advice May Not Always Be Best by Chuck Franklin

Just to give you a little snapshot of why it's taking so long to get tax reform done (and I know -- you're surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%....

Why You Should Create A Tax Planning Strategy With A Columbus Ohio Professional’s Help

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....

Filing Late On Taxes? You Might Actually Be Among Greater Columbus Ohio’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!