Morris+D'Angelo


U.S. Democratic Presidential Nominee Tax Proposals

Biden Tax Plan, Business Income Deduction, Capital Gains Tax Rates –, Democratic Tax Proposals, High Annual Incomes, Joe Biden, Personal Income Tax Rates, Tax Proposals, U.S. Tax Code
On August 20, former United States Vice President Joe Biden formally accepted the Democratic nomination for US President.  However, questions about Biden’s tax proposals, such as when and how fast he would push for tax hikes, remain to be clarified heading into the fall campaign. Complicating matters, the US has recently spent trillions of dollars in response to the consequences resulting from the coronavirus pandemic, and the US is likely to spend trillions more.  Someone has to bear the cost of all this spending and increased taxes appear to be the answer. B...

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The Upside of Today

COVID-19 Pandemic, Family Office, Grantor Retained Annuity Trust, GRAT, High Net Worth Families, Wealth Management, Wealth Preservation, Wealth Protection
"The Problem is We Keep Making the Same Mistakes" - Yogi Berra Amongst the doom, gloom, and sequestering during our current COVID-19 pandemic are vast opportunities. Our collective “Family Office” perspective for Ultra-High-Net-Worth families must consider how best to rearrange holdings and allocations given our disrupted world order. In startup terms, it is time to pivot. Profits are a function of risk. Value is derived from aligning affordable risk with a proper time horizon. Great business models fail if operated too long or for too short. Families ride 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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Encouraged by CBD Business Opportunities; Five Regulatory Cautions

Cannabis, Cannabis Business Opportunities, CBD, Legal Cannabis, Morris + D’Angelo, Regulatory
It has become increasingly difficult to ignore the increasing amount of media and press coverage of the growing cannabis (CBD) business opportunities in the market today. CBD, a nonintoxicating compound found in cannabis, is everywhere we look. Coffee shops across the country offer “calming” CBD infusions for your morning cappuccino. Boutique makeup brands are churning out CBD moisturizers, claiming the compound’s anti-inflammatory properties. As of October 2018, 46 states have passed some kind of CBD legalization. In June the Food and Drug Administration ...

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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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We Urge The IRS to Provide Better Guidance on Cryptocurrency Rules

2019 Congress, Cryptocurrency Requirements, High-Wealth Customers, Joseph McCaffrey, Marketing, Morris + D’Angelo, Portland Oregon
Following an explosive 2017, many of the cryptocurrencies we are commonly familiar with reached their all-time peak values in January of 2018 before the market took a spectacular turn for worse and began a correction that lasted for the entire year. During the year, many cryptocurrencies you are familiar with witnessed staggering losses. Bitcoin alone lost more than $250 billion, or 80% of its value, Ethereum lost more than 90% of its value, and other cryptocurrencies suffered similar losses. It was practically impossible to read the news without seeing reports on how ...

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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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