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Casey Haggerty

Casey Haggerty

Senior Manager

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

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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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