Kenneth M. McDaniel
Kenneth M. McDaniel is an Enrolled Agent and Tax Advisor at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory firm since 1989 and currently manages $780 million in assets under management as of December 31, 2019. Ken joined the firm in October of 2019, with the objective of joining a “Fee Only” Wealth Management firm that was focused on offering their clients sound, objective investment, DiNuzzo Financial Wellness LifePlan™ and Tax Planning under a fiduciary standard.
An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual or business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF).
Ken brings 30+ years of leadership experience in his background. Along with his Enrolled Agent designation, Ken has completed his Accounting Studies at the College of DuPage, qualifying him to sit for the Certified Public Accountancy, (CPA) examinations. Ken also has earned an Undergraduate Bachelor of Arts from Lewis University and a Masters of Science from Duquesne University.
Ken resides in Center Township with his spouse Marie. In his spare time Ken is a Patched PIAA baseball umpire and participates in umpiring baseball games. Ken also volunteers with the Diocese of Pittsburgh, is a physical fitness enthusiast and enjoys the challenge of 5k runs.