C. Robert Montgomery

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Director of Tax Services

Education
Bachelor of Science in Commerce, Major in Accounting, 1968, University of Louisville

Professional Experience
Bob has more than 40 years of accounting experience.  He served as President of Cotton + Allen from 1994 to 2007.  Bob 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.

Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants

Community Involvement
Greater Louisville, Inc., Business Counselor, FAST TRAC II Program Governmental Task
     Force Committee, Inc. Tank Advisory Board Member, Chairman of CEO Strategic
     Planning Program, and Focus Louisville Mentor
Rotary Club of Louisville, Inc.
Big Brothers and Big Sisters, Board Member and Executive Committee Member.
     Chairman of the Building/Capital Campaign Committee
Bellarmine University, W. Fielding Rubel School of Business Executive Advisory Board
     Member, Member of the Planned Giving Committee of the Caritas Foundation
Beta Alpha Psi, University of Louisville, Outstanding Accounting Alumnus 1997