Casey Haggerty, CPA
Partner, Wipfli Advisory LLC
- Location
- Detroit, MI
- Contact
- +1 248 208 8860
Casey Haggerty is a partner with over 13 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.
- Tax services for businesses
- Business transition strategy
- SafeSend tax returns
- State income and franchise tax
- Certified Public Accountant
- Accredited Estate Planner
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Financial and Estate Planning Council of Metropolitan Detroit
Walsh College
- Master of science degree in taxation
Hillsdale College
- Bachelor of arts degree in accounting
Latest case studies, resources, and insights
ARTICLE | PRIVATE CLIENT SERVICES
What the estate tax exemption 2026 increase means for your estate plan
Estate tax exemption 2026: Learn more about the $15 million lifetime gift tax exemption and how you can leverage the increased amount for your estate plan.
WEBINAR | PRIVATE CLIENT SERVICES
Estate tax planning in uncertain times
Major estate tax changes are anticipated in 2026. Attend this webinar for strategies to preserve your wealth and minimize future tax exposure.
ARTICLE | PRIVATE CLIENT SERVICES
3 ways to maximize your estate tax exemptions before the sunset
Discover three strategies you can use to optimize your estate planning ahead of the estate tax exemption sunset, including preparing a SLAT, IDGT or ILIT.