Business Partners


What does helping people in Guatemala have to do with accounting in Portland, Oregon?

Morris + D’Angelo, Guatemala, Portland Oregon, Brian Dazey, Central America, Marketing, High-Wealth Customers
What does helping people in Guatemala have to do with accounting in Portland, Oregon? The answer is NOTHING! So, why would my employer Morris + D’Angelo support my traveling to Guatemala? When I was hired by Morris + D’Angelo in San Jose to open and expand their office in Portland Oregon, I expected to have a “typical” retail space someplace where potential customers could come and get advice and counsel about their taxes. However, that’s not typically all we do at Morris + D’Angelo. While it’s true, we help our customers solve their specific tax ...

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Our Customers Believe in What We Believe

Company Belief, Customers
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-ge...

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

Digital Privacy, Internet Security, Personal Data, Personal Information, Privacy, Social Media
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 ...

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

Oregon Business Council, Washington DC, Portland Business Alliance
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 ...

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Ask Why and the Ramifications of Speaking Up

Ask Questions, Clarity, Happy Employees, 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) ...

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Consumer Spending Hits a 6-Year High

Consumer Spending, Economy, Interest Rates, Recession, Savings
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 ...

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Traveling Part II: On the Road and Across the Pond(s) and Into 2018

Business Relationships, Business Travel, Human Touch, Professionalism
I’m finally on my way home to be with my wife and family over the Holidays and I’m looking forward to it. I’ve been on the road traveling it seems this last 2017 Business Quarter almost nonstop. I often feel like the famed American journalist Charles Kuralt. Kuralt's "On the Road" segments like my travels have had its peaks and valleys. There are vast moments of “discovery” and “amazement” and the accompanying frustration and stress (you can’t have one without the other). Traveling alone I am comforted with patterns and systems. Travelling with my ...

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The Future of Tax Reform is a Long and Winding Road

Tax Reform, USA Tax, 2017 Tax Preparation, CPA
What are some of the things we should be thinking about? It will have hills and valleys and undulations and peaks, vistas, views and frustration We are a $20-Trillion economy; it’s difficult to model this We have obligations that we want to support, but we have to fund them We have a lot of demands on infrastructure What about civic services and humanities? This is a topic that’s been top-of-mind for us at Morris+D’Angelo for quite some time now. Here’s what we could reasonably know at this point in the discussion. Remember, beyond the uncertainty ...

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The Human Touch: Optimizing My Time Across the Pond

London, Business Travel, Daniel Morris,, CPA, Portland Oregon
It’s All About the Human Touch and how we connect with People Business is People: the Customer Experience and Keeping Commitments Sometimes business leadership means making difficult decisions that might seem to marginalize or shirk responsibilities at “World Headquarters” but pay large dividends for all down the road. Last week, before our Company Retreat and October’s looming tax deadline, I had to leave for an overseas trip to London at the dismay of my fellow colleagues. We Serve Global Markets: It’s Tough to Be Me Sometimes In an era of the ...

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Economics: Spock vs. Homer Simpson

Economics, Daniel Morris, Homer Simpson
Classical economics is built on the assumption that people make rational decisions based on the desire to increase their economic well-being. In some groups where I participate, we are reminded of an ongoing conflict between our internal Mr. Spock and our Homer Simpson. Spock is logical, rational, and predictably boring. If we were all Mr. Spock there would be no need for traffic cameras because everybody would be on their best behavior and follow the traffic rules. There would be no need for welfare and government aid as we would each be responsible for each ...

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