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Casey Haggerty

Senior Manager, Private Client Services

Casey supports high net worth individuals by providing tax and estate planning guidance through the firm's private client services group.

What is your area of focus?

I have spent my entire career working in the field of taxation. I am well-versed in the preparation of federal and state income tax returns for C corporations, S corporations, partnerships, individuals, and trusts. I have also spent several years working with the various tax aspects of trust and estate planning.

How long have you been at Clayton & McKervey?

Since 2011

What is the favorite part about your job?

The opportunity to help clients reach their goals through strategic tax and business planning while developing meaningful relationships along the way.

Specializations

Partnership and LLC structuring
Estate and wealth transfer consulting
Trust compliance, accounting, and tax reporting
Federal and state audit representation
Multistate tax planning and compliance

Education

Master of Science in Taxation, Walsh College
Bachelor of Arts in Accounting, Hillsdale College

Connections

Financial and Estate Planning Council of Metropolitan Detroit
Association for Corporate Growth
Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

Articles by Casey Haggerty

Private Client Services

How to Increase Tax Savings with a Roth IRA-Owned IC-DISC

Did you know combining IC-DISC and Roth IRA tax saving strategies can help you save even more tax dollars?

by Casey Haggerty

April 7, 2021

Private Client Services

4 Tips for Managing a Large Inheritance

Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.

by Casey Haggerty

December 28, 2020

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