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

Education

  • 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

Achievements

Team

  • 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

Storing Important Documents – What You Should Be Doing Now

Where do you store your important papers and documents? Are they easily accessible in case of an emergency? Do your loved ones know how to get to them if something should happen to you? Here are some tips on what documents you should keep (and where)....

Tax Rates & Retirement Contribution Limits for Individuals & Married Filers in 2019

As we begin gathering up tax documents in anticipation of filing 2018 tax returns, it is also a good time to look ahead to our expected tax liability for 2019. Now is the perfect time to make any adjustments to withholding rates or retirement contributions for this year. Each...

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,...