|
C. Robert Montgomery, CPA
Chief Executive Officer
p. 502.589.6050
bobm@cottonandallen.com
Bob Montgomery joined Cotton + Allen in 1971 and was admitted as a firm partner in November 1973 and an officer/shareholder upon the incorporation of the practice in 1978. He served as President of Cotton + Allen from 1994 to 2007 and continues to serve as the firm's Chief Executive Officer. He has been in public accounting since 1968.
Bob's practice is directed to tax planning, business valuations, and management advisory services. His focus is centered in planning for privately-held businesses ("S" corporations and partnerships) and their owners, including gift and estate taxes, succession planning, and wealth management.
Education
B.S. degree in Commerce, major in Accounting, University of Louisville, 1968
Professional Memberships and Honors
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Outstanding Accounting Alumnus 1997, Beta Alpha Psi, University of Louisville
Civic
Greater Louisville, Inc., Louisville Area Chamber of Commerce- Business Counselor, FAST TRAC II Program
- Governmental Task Force Committee
- Inc. Tank, Advisory Board Member
- Chairman, CEO Strategic Planning Program, 1995 - 1996
- Focus Louisville Mentor, CEO Strategic Planning Program, 1991 - 1992
Rotary Club of Louisville, Inc.
Big Brothers and Big Sisters - Board Member
- Executive Committee Member
- Chairman, Building/Capital Campaign Committee
Bellarmine University, W. Fielding Rubel School of Business - Member of Executive Advisory Board
Caritas Foundation
- Member of Planned Giving Committee
Published Articles/Speeches
Business Profile, Business First, May 11, 2001
Lecturer, "Valuation of Closely Held Businesses," Kentucky Society of Certified Public Accountants, Members in Industry Conference, September 2000
Author, "What is the Best Tax Status For My Business?," Courier-Journal, December 4, 1994
Co-author, "Should You Make An "S" Election," Business First, October 1990
|
