Portland Oregon


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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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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The IRS and Cryptocurrency Transactions

Bitcoin, Cryptocurrencies, Digital Currencies, IRS, Tax Liability
Both digital currencies and cryptocurrencies have been around for several years (Bitcoin since 2009), but only in the past couple of years has the IRS begun to really focus its enforcement on cryptocurrency transactions. So far the IRS approach has been focused on Enforcement and Punishment, rather than amnesty and voluntary prior year disclosure, a “Stick” approach (punishment) without the “Carrot” (reward). The current IRS approach presents both taxpayer risk and opportunity. In 2014 the IRS issued Notice 2014-21 that rules virtual currencies (Cryptocurrency ...

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Family Advise: Dynamic Change in Family Businesses

Family Advise, Family Business, Family-Based Enterprises
The challenges family businesses have of providing effective tax and business advice to entrepreneurial and family-based enterprises Family challenges are certainly situational as no two are alike. The most common test for professionals is confirming the family is aware of their situation. Entrepreneurs are doers and they are hyper-focused on achieving measurable results and rarely invest in activities that require one of them to reflect and ponder their future. Inherent conflicts exist among the generations as to where to invest the family attention and the ...

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Rules Today Mean an Understanding of Political Nomenclature

Business Rules, Chaos, Political Nomenclature
In the modern business-world, anticipating the future requires an understanding of political nomenclature and chaos. The world recently changed for many business owners in the United States. If you’ve historically conducted a successful business in the U.S., you better keep your eyes and ears open on the latest legislative developments. Good governance and in particular tax legislation has always been about ways to increase revenues at all times without killing the “golden goose”. Nobody wants to pay and everybody wants more things; so the pendulum swings ...

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Espionage: Competitive Intelligence

Competitive Intelligence, Espionage, Foreign Spy, Industrial Espionage
Foreign interference of our elections reminds me of cigarette package warnings; expressly described and consciously ignored by its users and adopters. I have often wondered if the Surgeon General’s warning has ever prevented smoking? Even the European versions that use horrific pictures of smoking’s dangers likely lack true preventive aspects. Note: I am not suggesting that anti-smoking campaigns, health education, government projects, social pressures, etc. haven’t impacted smoking, I am sure they have; rising prices and sin taxes simply may have been as ...

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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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Are You Prepared for Changes in 2018 Sales Tax Legislation?

Legislation on State Economic Nexus: What is subject to sales and use tax U.S. Supreme Court Decision: South Dakota vs. Wayfair Big changes are on the horizon surrounding the rules of sales and use taxes specifically related to modernizing what is Economic Nexus. Economic Nexus is the legal construct that defines a state’s right to collect taxes from an out-of-state vendor, including when it doesn’t have an actual physical presence in a taxing jurisdiction but does have a substantial percentage of its overall sales in the state and/or locality. These changes ...

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Real Estate Sales: To Exchange or Not to Exchange

Real Estate Exchange, Steven Geller
With the anticipation of rising interest rates, sky-rocketing oil prices, volatile markets, and political forces impacting the real estate markets, the frenzy to reposition real estate sales portfolios is continuing, but at unprecedented prices. Daily, I’m asked two related questions: Should I sell and should I do a tax-deferred exchange? Should I sell? My response is always the same. “I’ll consult my crystal ball”. I pick up the snow globe on my desk; shake it, nothing but snow … It’s on the fritz. I ask questions back. Is the property performing? ...

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A Call for Mindfulness in Our Modern World

Mindfulness, Social Media, Respect
I love people, all kinds of people. I’m as near as I can recall a fourth generation White Male of European (Polish Ancestry) decent that we know of on my Mother’s side (circa 1896). It's time for us to promote thoughts of mindfulness. As you know I am frequently traveling around the world with most of my travel time spent in Europe and Asia. My travels allow me to experience and absorb different cultures and beliefs that suggest and determine how people might behave. I have friendships with all types of people with different and sometimes opposing perspectives on ...

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