Michael Haas
Fiduciary Executive | Estate & Trust Strategy | Wealth Management Leadership | Tax Director at TIAA Kaspick
- Role
- Tax Director at Tiaa Kaspick
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Michael Haas
Experienced fiduciary and estate planning executive with a proven record of leading…
Experience
Tax Director
Jan 2023 — Present · Charlotte, NC, US
Lead national tax operations for charitable trusts and foundations, ensuring compliance with federal and state regulations. Partner with donors, attorneys, and wealth advisors to design and administer complex charitable vehicles aligned with philanthropic and family wealth objectives. Oversee a professional team responsible for fiduciary tax reporting, policy oversight, and staff development, fostering a collaborative culture grounded in integrity and technical precision.
Education
Indiana University - Kelley School of Business
BS, Accounting and Finance
1999 — 2003
University of Wisconsin Law School
J.D., Law
2003 — 2005
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