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Casey Haggerty

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.


  • 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


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


  • 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

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

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

Estate Planning After Tax Reform

As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.

by Casey Haggerty

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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