Partners, principals and associates

Rob McKay Minneapolis

7601 France Ave. South
Minneapolis, MN 55435

Tel:

952.548.3393


Email: rmckay@wipfli.com

Robert McKay, CPA, MBT

Partner

Rob McKay provides tax planning and compliance support to closely held businesses and their owners.  Focusing primarily on the auto dealerships and construction and real estate industries, he serves as a key resource for his clients’ tax planning and strategic decisions, helping business owners maximize the benefits they personally realize from their companies.

Rob stays abreast of changing tax laws, which enables him to recognize opportunities to save his clients tax dollars.  He also analyzes the tax consequences of various transactions for businesses and individuals and advises his clients on the most beneficial way to complete those transactions from business and tax perspectives.  Rob often works with his clients’ financial advisors and estate planning attorneys to ensure their estate planning and wealth transfer goals are achieved.  He believes this holistic approach adds greater value to his clients than traditional accounting and tax compliance services alone offer.  His proactive approach ensures proper plans will be in place to help his clients achieve their goals.

Certifications
  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Minnesota Society of Certified Public Accountants (MNCPA) - Member

Services

Tax

Areas of Focus

  • Individual and business tax planning and compliance
  • Estate tax and business succession/wealth transfer planning and compliance
  • Tax planning for real estate investors, including tax-deferred exchanges and cost segregation studies
  • Business planning for craft breweries, including raising equity, assisting with forecasting, bookkeeping, identifying opportunities to save sales and use tax, and qualifying for the research and development tax credit

Education

University of Minnesota
  • Master of business taxation degree
University of Maryland, College Park
  • Bachelor of science degree in accounting