Rebecca A. Barnes, EA

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

Professional Background

 

  • Member – National Society of Accountants
  • Member – National Association of Enrolled Agents
  • Member – California Society 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

Estate Planning, Trusts, & Probate in California

For California residents, living trusts are a common estate planning tool. Due to high property values throughout the state, especially the San Francisco Bay Area, estate assets can easily reach millions of dollars. Trusts allow asset distributions to beneficiaries without going through...

Nebraska 4797N – Special Capital Gains Election for Tax-Free Stock Sales

The Nebraska Special Capital Gains/Extraordinary Dividend Election, elected and claimed on Form 4797N, can provide a substantial tax break for employees who acquire company stock over their years of employment. This election allows employees who own stock in their employer, or former...

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)....