Overview
Maureen Callahan joins the Tax Group as a Tax Accountant. She brings with her tax return experience with individual, trusts, estates, non-profits, and pass through entities. Maureen began her career as a food scientist working in sales and then as a science teacher in Chicago Public Schools. After years of volunteering with tax preparation, she decided to pursue it as a career and recently earned her CPA.
Overview
Maureen Callahan joins the Tax Group as a Tax Accountant. She brings with her tax return experience with individual, trusts, estates, non-profits, and pass through entities. Maureen began her career as a food scientist working in sales and then as a science teacher in Chicago Public Schools. After years of volunteering with tax preparation, she decided to pursue it as a career and recently earned her CPA.
Proactive
Maureen came to ORBA because of the focus on their relationships with clients and helping them be more successful. Maureen has a passion for learning, which will be needed with all of the recent tax changes.
Outside of the Office
Maureen enjoys watching the various sports her family participates in. When she is not with her family or friends, Maureen likes to stay active along the lake, travel, read, and spend time at farmer’s markets.
Certifications & Licenses
- Certified Public Accountant
Memberships & Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
Education
- B.S., Dietetics, University of Illinois at Urbana-Champaign
- M.B.A., Finance, North Central College
- Masters of Education, University of Illinois
Blogs
Worried You Do Not Have Enough To Retire? Consider Working a Little Longer
If you are concerned about funding your retirement, consider working a little longer. A recent study confirms what financial advisors have been saying for years: Extending your work life — even for a short time and even at a reduced salary — can have a major impact on your desired lifestyle once you do retire. […]
Newsletters
Wealth Management Group Newsletter – Summer 2022
Term life insurance policyholders generally have a couple of options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. ORBA’s Wealth Management Group Newsletter highlights the advantages and drawbacks of each choice.
Wealth Management Group Newsletter – Winter 2021
ORBA’s Wealth Management Group Newsletter outlines the strategy and advantages of phased retirement and describes several general transfer strategies using trusts such as GRATS and CLATs, as well as interfamily loans.
Wealth Management Group Newsletter – Spring 2020
Our Wealth Management Group’s Spring 2020 Newsletter covers the potential tax ramifications of Bitcoin and other cryptocurrencies.
Client Alerts
Supreme Court to Address the Power of States to Tax Trusts
More than $120 billion of our nation’s income flows through trusts, and the Supreme Court will hear a case that may clarify how much states are able to tax.
News
ORBA Welcomes New Hires to Cloud, Audit, Tax and Quality Control Departments
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to welcome Shelby Ciraulo, Claudia Zerdin and Nicholas Zielinski to its Audit Department, Maureen Callahan and Jeffrey Green to its Tax Department, James Ngo to its Quality Control Department, and Jessica Zaniolo to its Cloud Services Department