Rebecca A. Barnes

Tax & Financial Planning Associate

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

- Pablo Picasso


  • Baker University MBA – Master of Business Administration
  • Missouri State University BA – Theatre and English

Professional Background

  • Enrolled Agent – Internal Revenue Service (IRS)
  • Member – National Society of Accountants
  • Member – National Association of Enrolled Agents
  • Adjunct Professor of Business – Bellevue University



  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)

Blog Posts

How to Make Better Decisions

By understanding, identifying, and mitigating the common problems inherent in the decision-making process, we can improve our decisions and gain greater confidence. When making important decisions, such as whether to make an investment, how to deal with certain income taxes properly,... Read

Railroad employees save taxes after Supreme Court ruling

A recent Supreme Court ruling provides potential tax savings for railroad employees. Wisconsin Central Ltd. v. United States holds that stock-based compensation provided to railroad employees is exempt from federal employment taxes. According to the 5-4 ruling, for employees of railroad... Read

New U.S. Tax Law – New Tax Rates for Businesses in 2018

The Tax Cuts and Jobs Act (TCJA) passed in December 2017 created sweeping new tax law changes. This article is about businesses and entities. For more information about changes to individual and family income taxation in 2018, see this article. The following rates took effect... Read