88 results for author: Daniel Morris


Charitable Giving:
Are You Managing Your Charitable Giving Wisely

Together, let's start the year correctly. Whether you give $100 a year or $100,000, you get a tax break. Contact us and discover Multiple Ways you can manage and optimize your charitable giving program.   If you got caught short in 2016, let's make sure it doesn't happen again   Charitable donations are deducted in the year “made”,  this is why so many nonprofits solicit donations in December. But there are ways to take current income deductions for charitable gifts you make in the future: charitable lead trusts and charitable remainder trusts. These are especially useful for those making substantial ...

2017 Estate Planning:
It’s Not Just For Your Grandfather Anymore

  Estate Planning isn't just for your Grandparents or the elderly. The sooner (younger) you start utilizing Expert Advice, the more likely you'll have a positive outcome. Continue to learn about Estate Planning strategies while you're still young. Don't let time fool you.     The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off student loans or credit cards for the foreseeable future. Surprisingly, your net worth is not the deciding factor in getting your estate organized. Instead, ask yourself how prepared ...

Social Security Taxes: Are You Paying Too Much

2017 Basics: Social Security Withholdings Not every Business Owner knows "All" or is aware of some of the details of their mistakes. Click to Continue for an introduction to key facts on Social Security and what you must do for your employees and how you can save yourself some money.   As a business owner, you're responsible for withholding certain federal taxes from your employees' wages. These include Federal Insurance Contributions Act taxes, or more commonly known as FICA taxes.   DID YOU KNOW: There's a cap on the wage amount for Social Security taxes, so that once an employee's wages exceed the capped ...

Derivative Work = Who Owns What

Especially if the derivative starts with a digital version of the original, it’s not likely that the derivative would be considered a new work. The creator of the new portions owns the new portions, the owner of the copyright to the original owns the original. This is an interesting conversation. My approach is not from legal but more likely ethics. I am personally a hybrid Kantian/Virtue foundation as it relates to the value of decisions - however most professionals (CPAs in particular) are a hybrid of Kantian/Utilitarian where as I believe most people are hybrid utilitarian/kantian - all this means is that this is complex and contextual at ...

Is Google Promoting Tribalism?

It is well known (or at least it should be) that Google's algorithm for search provides results that are based, in part, on the information of prior searches. My understanding is this leads to similar people receiving similar search results and different people receiving different results as it relates to the same inquiry. I first learned of this during the BP Deepwater Horizon Oil Spill. It was reported that a search of BP from a computer with prior searches of environmental matters would provide pages of listings associated with the Deepwater matter, oil spills, pollution, and activist information. Meanwhile, the same inquiry of BP from a computer ...

Customer Service and Moments of Truth

Moments of Truth   Each customer interaction is a “moment of truth”. And the savings bank of previous good works can be depleted with one poor interaction. One disappointment is all it takes. One gatekeeper that could have used judgment applied to a specific situation. One opportunity to understand that the happy customer tells few and the frustrated customer tells many. If it isn’t clear by now, I was on the receiving end of a terrible customer experience. What is even worse, this is with my preferred brand.  A brand that I have had 2+ decades of great experiences and happiness with. And today – all of that is at risk. It is early ...

CalCPA 2015 Honoree Keynote Address

Note:  -  This past Thursday, I had the pleasure of sharing a brief commentary during the annual CalCPA Silicon Valley/San Jose Chapter's Honoree and Scholarship Dinner.  In attendance were the Past-Presidents of the Chapter (my year was 2002-2003), Several area university scholarship winners (each was very impressive, probably why the Big 4 have already hired them), along with their professors and family.  Also in attendance were CalCPA Members that have reached their 40 year mark and hence no longer pay dues (lucky them).  Finally, our Chapter awards a Lifetime Achievement Award to one member that has gone above and beyond.  Below is my ...

Rant about our Narcissistic Behaviors

Is it just me or is our country actually becoming more handicapped? Or has our egotistical/narcissistic personality merely found new ways to feel special? Case in Point: I observe the use, and unfortunately abuse, of the handicapped placard as one example. Here people use their relatives’ placards when they aren’t present because, heck those spaces are being wasted by non-use anyway. Or they sometimes exaggerate and request placards when truly a little more walking would do them some good. (Note I could qualify for a placard because of my current heart condition but I am in the camp of “a little more walking does more help then harm” so ...