88 results for author: Daniel Morris


Two Days in Washington DC: There are no absolutes – Only Trade-Offs

Nearly everyone who visits their Congressional Delegates “wants” something from them. They are either lobbying to promote a favor they seek for themselves or it’s their job (paid) to do so for someone else. Favors come in many flavors. Some are simple and others complex. Some require education and or other methods of persuasion, because of the many opposing viewpoints and choices. Good and Fair Governance remains difficult at best. During our Oregon Business group’s visit to Washington D.C., we had an assigned agenda from our group full of wants and desires. Each agenda item was designed to promote an aspect of the Oregon Economy. Of ...

Privacy in the Digital Age: When the Product is Free … You are the Product

This has been known in most Web 2.0 (Wikipedia) circles since it’s inception. Products, Services, and Information with Internet portals like Facebook, SnapChat, LinkedIn, Twitter, and nearly all other social media channels modern communication forms; notable are Google’s slate of “Free” offerings; in essence “The Deal”: “We will provide you this awesome tool for free” and in exchange you must agree to certain requirements (your privacy), usually your data. Web 2.0 refers to World Wide Web websites that emphasize user-generated content, usability (ease of use, even by non-experts), and interoperability (this means that a website ...

Another Cryptocurrency Primer of Our Cyber Universe: Who, What, and Why They Differ

Who are the major players I think you should be aware of What’s a DAO (Decentralized Autonomous Organization)? If Cyber Currency is so Great, Why are there so many challenges in the Community? My Crystal Ball The cryptocurrency, or digital currently world is complex with a few core leaders and hundreds, if not thousands, of related active alternatives. All are predicated on the concept of the Blockchain or often referred to as the Distributed Ledger Technology (DLT). While the core history of Bitcoin and its related alternatives is fairly accessible via a simplified web search, popular media, and even “analog” books, I have ...

Two Days in Washington DC: Understanding What Could Be and How It’s Done

Generally speaking we all desire the same outcomes and benefits. Our processes are different. Politicians desire robust economies with happy, healthy, and enriched citizens free of conflicts and stress. Business leaders desire robust economies with happy, healthy, and enriched citizens that are willing and able to purchase their products and services. I recently became a member of the Portland Business Alliance (Portland Chamber of Commerce) and the Oregon Business Council in the Organizations’ annual pilgrimage to Washington, DC to meet with our elected officials and several senior administration representatives to promote the needs and ...

The New Tax Code: Consider Savvy Restructuring

We won't say we were barraged with questions of concern after the announcement of the most sweeping U.S. tax legislation in more than 30 years, but pretty darn close. At least we're starting to have "Strategic" conversation about Taxes now instead of it being an afterthought. The 2017 Tax Cuts and Jobs Act and Opportunities While the new legislation includes many pro-growth features, including a deep reduction in the corporate tax rate, a scaled-back state, and the local tax deduction, full expensing for five years, and lower individual tax rates, discipline is essential. It is essential that discipline be practiced at the corporate leadership ...

Disaster Preparedness Part II: Preparation Now Defeats Panic Later

Nature is a harsh mistress. Changing conditions, from calm to an angry fury can suddenly and frequently happen without notice. Knowing what to do when nature strikes creates pathways for survival whereas not knowing what to do can lead to frequent and unnecessary pain and suffering. Let’s avoid it unnecessary pain. During my years as an adjunct professor at Foothill College in Los Altos, California, we were advised that should an earthquake event occur, it could be up to seventy-two hours before help arrives. Three days is the benchmark necessary to allow first responders to resolve the most urgent and life-threatening matters before basic ...

I’m with Ed Kless this Morning on the @SageNAmerica Advice Podcast

I was invited to participate in a Podcast with fellow Verasage Fellow Ed Kless (@EdKless) last week about the new changes to the US Tax Code. Well, it's published. Here it is: Permalink: http://sagena.libsyn.com/morris Are you involved with Tax-Exempt Entities? (listen around 07:45), there are some important changes coming if you haven't already been made aware of them. Last month I wrote about our country's Spending Problem "Driven: The Psychological Economy vs. Physical Economy"; maybe it's time to reign it in a little. If you have any questions about my conversation with Ed Kless on this Podcast or any other Media Broadcasts, please do not ...

Driven: The Psychological Economy vs. Physical Economy

We are driven by what we Believe more than what we Know. Our beliefs are powerful and our emotional outlook drives many of our behaviors. Relating this to economics our viewpoints on wealth and well-being are more related to our relative feelings and beliefs than our realities. One particularly important concept is our economic velocity - that is the relative sense of speed of our economic improvement over our reality of where we are. Relating this to economics our viewpoints on wealth and well-being are more related to our relative feelings and beliefs than our realities. Americans have been "feeling" more concerned and anxious about ...

Ask Why and the Ramifications of Speaking Up

I Believe That It Is Important to Ask Questions Toward Clarity Often, it takes two halves to make a whole Ask Why A couple of weeks ago I came across a heartfelt open letter from Julianna Wiegand, Owner of Make Cents Make Sense, LLC in New Orleans (http://www.MakeCentsMakeSense.com) in “Accounting Today, January 2018” “She dared to ask “Why”?” As the Chief Dragon Slayer at Morris+D’Angelo, I know first-hand the browbeating “We-Who-Question-Others” often receive. First, our overall Accounting profession is far better (as it relates to people) then it was when I started at Arthur Young way back in 1984. I was labeled ...

Consumer Spending Hits a 6-Year High

As savings decline and consumer debt increases, the likelihood of future reductions in consumer demand will send shockwaves through the business economy as production will shrink, employment will decline, and recessionary impacts will further reduce consumer confidence. This will impact construction spending and manufacturing investments leading to a downward cycle until we hit a solid core and time allows an economic healing. Looking ahead, we believe the Tax Cuts and Jobs Act will certainly modify people’s behaviors as companies determine how their revised cash flows will provide options. Ultimately tax cuts drive three behaviors. Compan...