Photo of Matthew Montez
Matthew Montez
Principal
CPA
matthew.montez@mossadams.com
(503) 478-2272
My Profile

Industry Expertise

Construction Real Estate

Practice Focus

Personal Tax

Biography

Matt has practiced public accounting since 2007. He’s dedicated to providing accounting and tax services to closely held businesses and their owners, with a focus on clients in the construction and real estate industry. He chairs the firm’s construction and real estate tax committee and is an industry group tax leader for the firm. His experience includes technical tax research projects, accounting methods, tax return and income tax provision review, and developing and implementing various tax planning strategies. Matt has been involved in bringing value-added solutions to many clients in areas such as state and local tax, corporate and transaction tax, and entity structuring.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Oregon Society of Certified Public Accountants
  • Member, Construction Financial Management Association
  • Member, Associated General Contractors of America

Education

  • BA, accounting and business administration with an emphasis in finance, Oregon State University

Insights from Matthew Montez

Webcast
Deduction Increase for Business Interest Limitation
IRC Section 163(j) increases the interest deduction limitation from 30% to 50% of adjusted taxable income for most taxpayers.
Webcast
Webcast
Excess Business-Loss Rules Suspended
Excess business-loss rules in IRC Section 461(l) enacted in 2018 have been suspended until tax years beginning after 2020.
Webcast
Article
Tax-Savings Opportunities to Consider with the New Qualified Business Income Deduction
A new qualified business income deduction provides tax relief to owners of certain domestic trades or businesses operating as pass-through entities.
Article

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