88 results for author: Daniel Morris


Family Advise: Dynamic Change in Family Businesses

The challenges family businesses have of providing effective tax and business advice to entrepreneurial and family-based enterprises Family challenges are certainly situational as no two are alike. The most common test for professionals is confirming the family is aware of their situation. Entrepreneurs are doers and they are hyper-focused on achieving measurable results and rarely invest in activities that require one of them to reflect and ponder their future. Inherent conflicts exist among the generations as to where to invest the family attention and the outcomes they desire, and what legacies need to be maintained. Add to this the ...

Rules Today Mean an Understanding of Political Nomenclature

In the modern business-world, anticipating the future requires an understanding of political nomenclature and chaos. The world recently changed for many business owners in the United States. If you’ve historically conducted a successful business in the U.S., you better keep your eyes and ears open on the latest legislative developments. Good governance and in particular tax legislation has always been about ways to increase revenues at all times without killing the “golden goose”. Nobody wants to pay and everybody wants more things; so the pendulum swings from corporate to the individual to global. The challenge we have today is that ...

Espionage: Competitive Intelligence

Foreign interference of our elections reminds me of cigarette package warnings; expressly described and consciously ignored by its users and adopters. I have often wondered if the Surgeon General’s warning has ever prevented smoking? Even the European versions that use horrific pictures of smoking’s dangers likely lack true preventive aspects. Note: I am not suggesting that anti-smoking campaigns, health education, government projects, social pressures, etc. haven’t impacted smoking, I am sure they have; rising prices and sin taxes simply may have been as effective. I raise the topic of Smoking-Warnings as a corollary to the recent and ...

Our Customers Believe in What We Believe

Seldom do our Customers hire us because of what we do or how we do it At Morris+D'Angelo, We look for Customers that fit within our “Why” At Morris + D’Angelo we pride ourselves on providing Freedom and Liberty for our customers; the ability for you and your families to expand and explore and engage the way they want to engage with limited interference to choose and attain their personal goals. We also believe that entrepreneurs are the continuing factor to our strong future in the world. Family entrepreneurs are very special because they are often multi-generational. We will cover that in the next article. Our priorities are ...

A Call for Mindfulness in Our Modern World

I love people, all kinds of people. I’m as near as I can recall a fourth generation White Male of European (Polish Ancestry) decent that we know of on my Mother’s side (circa 1896). It's time for us to promote thoughts of mindfulness. As you know I am frequently traveling around the world with most of my travel time spent in Europe and Asia. My travels allow me to experience and absorb different cultures and beliefs that suggest and determine how people might behave. I have friendships with all types of people with different and sometimes opposing perspectives on how one should live their lives. I believe that opinions are personal and ...

Consider: Blockchain Uses in Transportation

Blockchain, Distributed Ledger Technologies (DLT), and other “Modern” methods of transparent financial transactions have been at the top of my mind this year as it probably has yours too with all the latest headlines we’ve been reading. Blockchain technology is well known for use with cryptocurrencies; however, it has broad potential in applications beyond that of banking and financial services. It is being evaluated for uses in the transportation industry where it has potential benefits ranging from more efficient business transactions to increased tracking capabilities of cargo across all modes: maritime, trucking, aviation, and freight ...

Blockchain and Distributed Ledger Technologies are more than “Just Currency”

Distributed Ledger Technologies (DLT) are simple in nature and complex in operations. DLTs hold real promise in their ability to reduce “Friction”. Friction can be an economic cost and expense that strips your liquidity by forcing buyers and sellers to navigate through the “sludge” by adding unnecessary Steps and Bureaucracy. Like the preferred clean oil in your car, reducing friction improves more than your engine. Take the recent issue in the U.S. with tainted romaine lettuce. The romaine lettuce from Arizona was identified as dangerous for consumption and was pulled from distribution networks. Now, not all romaine was dangerous; ...

Goldman Sachs, Apple Team Up on New Credit Card

My prediction ApplePay “Crypto” is not too far away … Apple wants in the Crypto-Arena. Goldman Sachs and Apple are preparing to launch a new joint credit card (WSJ May 10, 2018), a move that would mark the Wall Street firm’s first foray into plastic and deepen the technology giant’s push into its customers’ wallets. The planned card would carry the Apple Pay brand and could launch early next year. Assume for the moment you are the leader of one of the most valuable companies in the U.S. (Apple) and you know there are simply just so many iPhones and other iDevices you can sell or sell to or provide services for. While ...

Today, The Future of Bitcoin was Determined in Lerwick, Scotland

Today I was in the village of Lerwick, Scotland (bay of clay), the largest city and main port of the Shetland Islands, a group of several hundred islands between the mainland of Scotland and Norway. These islands are home to some of the largest and longest standing fisheries along with Europe’s second-largest oil production plant. Lerwick is a wonderful return to a quieter time when like the theme to the TV Series Cheers proclaimed, “… Everyone knows your name…” Let’s Go Shopping My wife and I were shopping at a local store in Lerwick, Scotland; with family-operated values were a wonderful pleasure to experience. My grandparents ...

Forking the Crypto Highways: What? Why? When?

New Technologies and new Eras have several common defining aspects; one is the new language or refined definitions. Forking Crypto is one of them. Take the era of the 45 music-single where B-Side became a common expression for the song on the flip side of the hit. Sometimes the B-Side became a hit, however, it’s DNA was always predicated based upon its early position relevant to Side-A, the “hit” side. Crypto (cryptocurrencies) is no different. Language morphs and grows with the times; Cool changes with usage and with age. When new technologies explode onto the scene, old words must take on new meanings or the new age opportunity ...