Montgomery Taylor has recently been named as one of America’s PremierExperts® in recognition of his success and knowledge as a tax professional.
Orlando, Fla. – July 1, 2013 Montgomery Taylor has recently been acknowledged by America’s PremierExperts® as one of the leading experts in his field. America’s PremierExperts® recognizes leading experts, across a wide array of industries, who are willing to provide information and education to consumers as a public service.
Montgomery Taylor is a recognized expert on wealth management and featured in newspapers, magazines, radio and television. He was named “The Only CPA We Trust” by KZST Radio and was chosen to be the tax expert for KZST listeners. Mr. Taylor is past president of the Redwood Empire Estate Planning Council, and a frequent speaker for the California Institute of Retirement and Estate Planning. He is a recognized expert on wealth management and featured in newspapers, magazines, radio and television.
In August 2012, his book, “Before It’s Too Late ~ Retirement and Estate Solutions,” was published and has received wonderful praise and reviews by local business leaders and professional reviewers. Mr. Taylor was also interviewed on The Patti Gribow television talk show, which airs on the Comcast Hometown Network.
His 34-year career in financial services first began as a Stockbroker, then as a Certified Public Accountant, Certified Financial Planner, Certified IRA Distribution Specialist, and Registered Investment Advisor. His considerable experience includes four years with Pisenti & Brinker, CPAs, a prestigious regional Northern California Accounting and Advisory Firm, where he learned to integrate complex tax decisions with personal financial planning. This was followed by seven years with the Sonoma County Employees Retirement Association (SCERA), where he learned first-hand what it’s like to manage a $700 million Pension Trust. Mr. Taylor has spent the past fifteen years building his own CPA firm, Montgomery Taylor, CPA, and a separate investment management company, Montgomery Taylor and Company, LLC.
Mr. Taylor’s firm is independent and offers unbiased advice with a holistic approach to wealth management and prosperity.With his comprehensive experience in personal and institutional money management, tax planning, and investment decision-making, he has the unique ability to sort through all the conventional retirement planning wisdom and pick out the parts you can depend on.
America’s PremierExperts® LLC is an organization that honors an exclusive group of celebrity experts who are dedicated to spreading knowledge and awareness in their field of expertise and making significant contributions to their industry and the marketplace as a whole. America’s PremierExperts®, was launched by Nick Nanton, Esq., and J.W. Dicks, Esq., the world’s leading experts on business growth through personal branding, and authors of the best-selling book, “Celebrity Branding You®.”
To learn more about Montgomery Taylor visit www.TaxWiseAdvisor.com.
For more information about America’s PremierExperts® please visit http://www.AmericasPremierExperts.com.
ABOUT AMERICA’S PREMIEREXPERTS® LLC:
America’s PremierExperts® is an organization that recognizes business experts for their willingness to promote free expert content in their field of expertise to consumers and journalists alike, while offering business owners, entrepreneurs, professional speakers, authors, professionals and corporate CEOs exclusive, invitation-only, opportunities for further exposure and growth in the marketplace. JW Dicks, Esq. and Nick Nanton, Esq., top agents to celebrity experts around the world, founded America’s PremierExperts® to honor entrepreneurs, CEOs, authors, professional speakers and businesspeople who are dedicated to spreading knowledge and awareness in their field of expertise and making significant contributions to their industry and the marketplace as a whole.