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Zachary Joseph Montgomery
Managing Member of Montgomery Legal
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Biography
Mr. Montgomery is a multi-credentialed attorney, CPA, and CFE. He is the founder and managing member of Montgomery Legal, and he serves as an adjunct professor of estate planning at the University of North Texas. His primary practice areas include: wills, trusts, and estate planning; probate; federal tax planning, preparation, controversies, and litigation; business planning and structuring; business advising and litigation; outside CFO/counsel; real estate transactions; personal injury claims, and forensic investigations.
Education
- University of Virginia School of Law
- J.D. | Law
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- Texas A&M University - College Station
- M.S. | Management Information Systems
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- Texas A&M University - College Station
- B.B.A. | Accounting & Business Honors
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Professional Experience
- Freeman Law, PLLC
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- Ernst & Young LLP
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- GPP, LLP
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- PricewaterhouseCoopers LLP
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Certifications
- Certified Public Accountant
- Texas State Board of Public Accountancy
- Certified Fraud Examiner
- Association of Certified Fraud Examiners
Awards
- Reader's Choice Top Author
- JD Supra
Professional Associations
- Texas State Bar
- Current
- Activities: Tax Section
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- Collin County Bar Association
- Current
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- Texas Society of CPAs
- Current
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- American Institute of Certified Public Accountants
- Current
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- Association of Certified Fraud Examiners
- Current
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- Texas Aggie Bar Association
- Current
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Jurisdictions Admitted to Practice
- Texas
- State Bar of Texas
- ID Number: 24098130
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Fees
- Credit Cards Accepted
- Contingent Fees
Practice Areas
- Estate Planning
- Health Care Directives, Trusts, Wills
- Probate
- Probate Administration
- Business Law
- Business Contracts, Business Dissolution, Business Formation, Business Litigation, Mergers & Acquisitions
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, Tax Appeals, Tax Audits, Tax Planning
- Real Estate Law
- Commercial Real Estate
- Personal Injury
- Car Accidents, Motorcycle Accidents, Truck Accidents
Languages
- English: Spoken, Written
Social Media
Websites & Blogs
Contact & Map