Casey Haggerty, CPA
Senior Manager
Casey Haggerty is a senior manager with over 12 years of experience in providing tax services. He is well-versed in the preparation of federal and state income tax returns for individuals, trusts, and pass-through entities. Casey also advises clients on the various tax aspects of trust and estate planning.
Certifications
- Certified Public Accountant
- Accredited Estate Planner
Professional memberships and activities
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Financial and Estate Planning Council of Metropolitan Detroit
Areas of Focus
- Tax services for businesses
- Business transition strategy
- SafeSend tax returns
- State income and franchise tax
Education
Walsh College
- Master of science degree in taxation
Hillsdale College
- Bachelor of arts degree in accounting
Recent Insights
Articles
3 ways to maximize your estate tax exemptions before the sunset
May 08, 2024
Webinars
Securing your legacy: Estate planning and gift tax exemption sunset
Jun 06, 2024