Callahan Financial Planning's Rebecca Barnes Earns IRS Enrolled Agent Status
OMAHA, Neb., Dec. 11, 2018 /PRNewswire/ -- Callahan Financial Planning is pleased to announce that Rebecca Barnes, a Tax and Financial Planning Associate with Callahan Financial Planning, has obtained her designation as an Enrolled Agent (EA) with the Internal Revenue Service (IRS).
As a Tax and Financial Planning Associate, Mrs. Barnes prepares short-term and long-term tax plans for clients to identify opportunities for tax savings, proper withholdings, opportunistic timing of income to potentially reduce tax rates, and more. These services include incorporating past tax filings, future tax projections, and other integrated work directly in coordination with our clients' accountants, tax preparers, and attorneys.
"The most common way we begin working with a client is to prepare them for their retirement income, and tax considerations are an integral part of that planning. Mrs. Barnes has been a wonderful addition to our team's expertise around retirement and income tax planning," expressed Reuben J. Brauer, CFP®, Senior Financial Planner and company officer.
As an Enrolled Agent, Rebecca has unlimited practice rights representing clients for tax issues including audits, collections, and appeals before the examination division of the IRS.
About Callahan Financial Planning:
Callahan Financial Planning is a fee-only registered investment advisor based in Omaha, NE. The firm serves individuals and families, typically close to retirement, who have some situational complexity and are seeking independent guidance relating to their investments, taxes, or estate planning.
About the IRS Enrolled Agent:
This credential is earned through successful completion of an intensive three-part IRS Special Enrollment Examination and is the highest credential awarded by the IRS, recognized across all 50 U.S. states. The Enrolled Agent credential demonstrates knowledge and assures clients that the agent is aware of relevant tax law and can represent them before the IRS.
SOURCE Callahan Financial Planning Company
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