Matthew A. Montgomery

Cincinnati, Ohio – PartnerMM low res smile

Phone: (513) 771-2444
Fax: (513) 771-2447
Email: mmontgomery@cmrs-law.com

Matthew A. Montgomery is a partner in the law firm of Cornetet, Meyer, Rush & Stapleton. He is an attorney and a Certified Public Accountant.

Matt’s practice is focused on advising clients during the critical stages of closely held business – from start-up through succession. Matt’s clients represent a variety of industries, including restaurants, hospitality, manufacturing, construction and financial services.

Areas of Practice:

  • Family Business – inception through growth, preservation & succession
  • Business disputes – trial counsel through contractual, construction & negligence disputes
  • Estate planning – individual and multi-generational estate planning and administration
  • Taxation – federal and state tax planning, returns, credits, audits & controversy
  • Non-profit – public charity and private foundation tax exemption & returns
  • Personal disputes – trial counsel for personal injury claims

Representative services:

  • Efficiently guiding new businesses through entity selection (e.g. LLC) to the filing their tax return (e.g. IRS form 1065).
  • Assist new and existing businesses in negotiating and documenting the rights, duties and obligations by and between each stakeholder (e.g. operating agreements, buy-sell agreements, non-compete agreements, etc.) including tax, distribution and capital planning provisions (e.g. targeted capital accounts).
  • Zealously pursue client objectives during business disputes (e.g. negligence, unpaid contracts, contractual issues) through negotiation, arbitration and litigation
  • Aggressively represent individuals with personal injury claims involving severe injury and/or wrongful death.

Bar Admissions:

  • Ohio

Education:

  • University of Cincinnati College of Law – Juris Doctor, Order of the Barristers
  • University of Cincinnati, Carl H. Lindner College of Business – Bachelor of Business Administration

Professional Affiliations:

  • Ohio Bar Association
  • Cincinnati Bar Association
  • American Institute of Certified Public Accountants