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.

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%....

Reflections On The Extended Tax Season By A Local Greater Columbus Ohio Tax Professional

I remember at the end of April 2019 that I felt like it had been one of the wildest tax seasons in memory. The TCJA ("Trump Tax Code") had thrown a ton of curveballs our way, and we were looking forward to implementing tax planning strategies for our Greater Columbus...

IRS Form 4852: Chuck Franklin CPA, LLC Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Chuck Franklin CPA, LLC’s Holiday Prayer

As you probably know if you are paying any kind of attention to events OUTSIDE of Greater Columbus Ohio (which, this week, you'd certainly be sane if you DIDN'T pay attention to the national news), the government is in "shutdown mode".This means that unless the...

Four Simple Steps To Increase Productivity In Greater Columbus Ohio

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

Greater Columbus Ohio Folks With Student Loans, Or Who Take An RMD, You’ve Got To Read This

It feels to me that we're all in need of some good news.I have some great news for the young (ish) and the old (ish), but before I get there, I'd like to encourage EVERY person who is reading this:Keep your head in the game.Yes -- we can so easily get caught up in...

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...

Effective Financial Documentation Strategies for Greater Columbus Ohio Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week...First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say.That means that...

What To Do If You’re Among Those Greater Columbus Ohio Taxpayers Who Missed The Tax Deadline

There are two kinds of taxpayers right now.Those who filed their taxes.And, well, those who didn't.There are MANY reasons why you might be in that second group, and there doesn't need to be any shame attached to it.But for those who haven't yet filed (maybe that's...

Chuck Franklin CPA, LLC’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the Greater Columbus Ohio area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this...

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!