Video


Cryptocurrency: New Business Model Implementations, Not for Amateurs

Business, Morris+D’Angelo, Portland Oregon, Trending, Video
The modern world of economics now includes cryptocurrencies where there are lagging, coincident and leading indicators. In the arena of new business model implementations, there are innovators, early adopters, the late majority and the laggards. In the stampede to understand (and hopefully take advantage) cryptocurrencies for financial gain (e.g. Bitcoin, LiteCoin, Ethereum, etc.), I’d suggest the leading indicator for you to be aware of might be that the innovators are cashing out at the expense of the early adopters. This past week when I was in New York City, I ...

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Our Road Map to Understanding the Pending Tax Reform

2017 Congress, Tax Reform, Wealth Preservation
Taxation in the USA is a delicate balance of social policy, fantasy economics, revenue raising, and a solid dose of political hope that it lasts long enough to get an incumbent re-elected without Accountability. Now we're on our way to understanding the Pending Tax Reform. Congress has just passed and has sent to the President a sweeping change in tax rules and regulations. There is a serious burden shift between corporate taxation and individual taxation. While ultimately only “people pay taxes” I have been on the record of being against this current legisla...

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Part II: How Public Is Your Elevator Pitch

Last month I shared how “Wowed” I was with the Public Elevator Pitch I saw in the lobby of the International Law Offices of Stephenson Harwood (Hong Kong) while in Asia for the 2017 STEP Asia Conference. It was during the 2017 STEP Asia Conference when it really resonated and “Wowed” me to… “I Get It”; I got Zapped! We, at Morris+D’Angelo, have always had the first and most important Building Block of our Brand in this statement; “We’re Not Just Another CPA Firm”. Eureka! Now, What Does This Mean for You The realization after years of doing ...

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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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