Timothy P. McKee, CPA

09/04/2026

When you are considering selling your business, you may have possible buyers within your own family.

09/03/2026

Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.

09/02/2026

It may not be too late to make an IRA contribution for last year.

09/01/2026

A reverse mortgage is a loan secured by the equity in your home. Should one be considered if you can’t sell your home?

The question is: how badly do you want to keep your house? Whether you take equity out to support cash flow to live as a senior or sell and live off the proceeds, the value of the estate declines for heirs (if that is a concern.)

A pro is the cash flow is not taxable. However, you lose flexibility if you want to move later. You have to pay off a balance that could have increased a lot.

Read more below.

A reverse mortgage is a loan secured by the equity in your home.

08/31/2026

Think you're not eligible to contribute to a Roth IRA? You might be surprised. Before you assume the answer is yes or no, check out the key rules that could impact your retirement strategy.

You may be able to make Roth IRA contributions, depending on a few factors.

08/29/2026

Preferably: Enrolled agent or CPA. Experience important considered.

Required: Proficient in federal, PA and local tax returns.

Message me if interested in talking about this opportunity.

08/28/2026

Tax reference numbers at a glance.

08/27/2026

The IRS has announced increased standard mileage rates for the second half of 2026.

08/26/2026

How is a withdrawal from an employer-sponsored retirement plan ("employer plan") taxed?

If an "eligible rollover distribution," you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA.

You don't include the amount rolled over in your income until you receive it in a distribution from the recipient plan or IRA.

Read more below.

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA. You don't include...

08/25/2026

Most families think their estate plan is “set.” But one overlooked tool can quietly protect special‑needs children, reduce taxes, and give a surviving spouse flexibility when it matters most.

If you’ve never considered a disclaimer trust, you may be missing one of the smartest post‑mortem planning strategies available.

A disclaimer is a refusal to accept money or other property by someone who would otherwise be your beneficiary according to your will, trust, gift, insurance policy, retirement account, or your state's intestacy laws. The person who disclaims the property (the "disclaimant") is treated as if he or s...