Casey Haggerty

Casey Haggerty

Senior Manager

Casey is highly regarded for his drive & attention to detail as a leader in the firm’s expanding private client services group supporting high net worth individuals.

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

Tax & Assurance Guidance

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

Posted on April 7, 2021 by

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

General, Private Client Services

4 Tips for Managing a Large Inheritance

Posted on December 28, 2020 by

Casey Haggerty
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.

Private Client Services

Estate Planning After Tax Reform

Posted on August 1, 2018 by

Casey Haggerty
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.

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The Sound of Automation Podcast

The Sound of Automation Podcast

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

Insights & Perspectives

The Sound of Automation: Looking ahead to CSIA 2022

In this episode we talk with Lisa Richter, Director of Industry Outreach and Growth at Control System Integrators Association (CSIA) . Lisa and Bryan look ahead to the CSIA Executive conference taking place in Denver, CO on June 27-30, 2022 and share with listeners what to expect, who will be there, and the discussion panel topics focusing on this years’ theme “The Future of Work”. 

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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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