Blogs


2020 Last-Minute Section 199A Tax Reduction Strategies

As a Business Owner, U.S. Tax Deductions are always welcome. But remember, deductions aren’t static. Allowable U.S. Tax Deductions change over time, and some go away, or, in the case of the Section 199A Deduction, new deductions are added. The Tax Cuts and Jobs Act (TCJA) that was signed into law in December 2017 was part of a major tax reform that paved the way for the Section 199A Deduction. This part of the tax reform could result in big tax savings for small businesses and real estate investors. Major elements of the ACT include reducing tax rates for busine...

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2020 Last-Minute Year-End General Business Income Tax Deductions

The purpose of this guidance (along with the near term future articles to be published in the next few days) is to assist our customers and friends pay less tax in order to retain more wealth. Actually, it is a simple concept: Pay More (their way) or Pay Less (the Morris + D'Angelo way). The choice is yours. The IRS is unable to unilaterally reduce your tax obligation or cut you a larger refund check without your efforts to establish that you deserve the associated deductions. When you do your part; we do our part; the government will execute their part. Again, the ...

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Estate Planning Summary – Year End 2020

Turning Lemons into Lemonade There is great uncertainty in our country today. Americans are worried about their health and their livelihood. Many businesses are struggling. Although the stock market has recovered in recent weeks, stocks are generally trading at lower values than in 2019 and the day-to-day markets are still unpredictable. Across the board, Americans feel a sense of trepidation about the future. While it is hard to imagine there could be anything advantageous about today's uncertainties and depressed asset values, the following factors, coupled with ...

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The U.S. Treasury Announcement: March 21, 2020

April 15, Federal Income Tax, July 15, Morris + D’Angelo, Steven Geller, Tax Filing Due Date, U.S. Treasury Announcement
The U.S. Treasury Announcement: The Federal Income Tax Filing Due Date is Automatically Extended from April 15 to July 15 Greetings We hope this finds you well, as we indeed currently live in unusual times. Recent updates to the Federal Income Tax Filing Dates were changed. Following our commitment to keeping you informed we wanted to briefly update you on some recent developments in the tax and business realm. Last weekend (IRS, 03.21.2020) the US Treasury announced that the federal income tax filing due date is automatically extended from April 15 to ...

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Happy New Year! Morris + D’Angelo Celebrating 25-Years and a New Decade Providing High-Level Financial Services Preserving Multi-Generational Family Wealth

Foreign Business, Foreign Business Requirements, Start a Business in the U.S., State Taxes, United States
Morris + D’Angelo provides assistance for people who are considering global expansion, most commonly into the United States. Morris + D’Angelo is a boutique cross-border Financial Services firm that specializes and serves Multi-Generational Family-Based enterprises and their owners. Daniel Morris leads the firm’s Business Structuring, Taxation Strategies, and Related Services Currently celebrating our 25th anniversary, Morris + D’Angelo has been providing high-level Financial Services for both families and entrepreneurs to determine how and where they should ...

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So You Want to Start a Business in the United States of America?

Foreign Business, Foreign Business Requirements, Start a Business in the U.S., State Taxes, United States
I’m about to embark across the “Pond” to present at the IAPA International conference in Manchester, England regarding “Facilitating International Business”. My topic is about starting or expanding a foreign business in the United States of America titled “So, You Want to Start a Business in the USA”. “Business is a lot like sex…" Whenever I present to global audiences about entering or expanding their USA business operations, I am reminded of a statement by a high school senior student from South Eugene, Oregon during the final round at a University ...

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Do You Need Help with an Immigration Concern or Challenge?

Immigration Law, Passage Immigration, Passage Immigration Law Firm, Portland Oregon
Morris + D’Angelo is collaborating with Portland, Oregon Law Firm Passage Immigration Law to provide the latest in Immigration Law News and Solutions Morris+D’Angelo is collaborating with “Passage Immigration Law” (PIL) a law firm in Portland, Oregon that helps businesses, families, and individuals with their immigration needs and challenges. Founded by immigration attorney Erick Widman, the Passage Immigration Law firm aims to help their customers navigate the often confusing and complicated immigration maze. We’ll be publishing a series of updates from ...

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Regulating Gender Stereotypes

Gender Stereotypes, New York Times, Headlines, Daniel Morris, CPA, Portland, Oregon, San Jose, California
The other day I read this headline from the New York Times; “U.K. Bans Advertisements Depicting Gender Stereotypes” and just like that, I became a victim of today’s Modern Headlines. At first blink I found this statement to be intriguing in its meaning. I am unclear about my opinion at this moment as to the long-term value of this regulatory action. I also understand that overt “harmful” stereotyping could lead to more unwanted behavior and too frequently has the “real” effect of limiting “those” people’s opportunities. So, what actual role do ...

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