Money Talks: The Blog of Morris+D'Angelo
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2 Nov
Tax Preparedness, Tax Avoidance, Tax Projections

Tax Series: Capital Gains and Tax Projection

It’s the middle of October 2017 and not only have we “just” completed our Company Retreat but a whole readjusting, reconnecting and reprioritizing our ... more
1 Nov
London, Business Travel, Daniel Morris,, CPA, Portland Oregon

The Human Touch: Optimizing My Time Across the Pond

It’s All About the Human Touch and how we connect with People Business is People: the Customer Experience and Keeping Commitments Sometimes business ... more
30 Oct
Economics, Daniel Morris, Homer Simpson

Economics: Spock vs. 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 ... more
29 Oct
Principled Leadership

Principled Leadership is Always Superior to Rules-Based Methods

Regardless of your profession, I am convinced there is a conflict between those that believe in principle-driven decisions (Principled Leadership) and those that ... more
19 Sep
international tax enforcement, Data Investigations

New International Tax Enforcement Programs

I have been spending plenty of time in 2017 for what seems like an endless slipstream of travel; mostly to Europe and this Fall, I'll be investing some time in Asia ... more
18 Sep
Bitcoin, Commerce, Cryptocurrency, Money, Cash

Money is the Lubricant of Commerce... or Is It?

Money is a funny thing. It means so much to so many. "Money is the lubricant of commerce." Or is it? Ever wonder what money is? Is it value? Is it merely ... more
16 Sep
Cross Border Tax, Hong Kong, Global Taxation, Global Commerce, World Commerce

The Global Governmental Crusade Against Cross-Border Tax Effectiveness

Business owners and individual taxpayers are constantly in a natural tug-of-war with governments and their tax authorities. It is well understood that the world's ... more
15 Sep
Equifax, Hack

Equifax Hack

Stop and Read What Morris+D'Angelo Advises for the Equifax Hack I have a strong feeling that you're aware of the latest security breach at one of the major ... more
24 Aug
Economics, Milton Friedman

Economics: Four Ways to Spend Money

Economics has always intrigued me. I remember a professor spending days lecturing about money supply, interest rates, demand, inflation, and other metrics; only to ... more
18 Aug
Asset Protection, Daniel Morris, Portland, Oregon

Asset Protection, Trust Planning, and Letter of Wishes

My long-awaited trip to Idaho to pick up my restored 1997 Porsche Targa 911 SC finally arrived. I flew with my brother Mike the other day to Idaho to pick up my ... more
17 Aug
Tax Project, Tax Planning, Daniel Morris, CPA

Tax Projects vs Tax Planning

We're Not Normal and We Don't Expect You to Be Either When It Comes to Your Tax Planning, Tax Projections and Forecasting Our accounting firm's Customer-Base ... more
16 Aug
School Budgets, Textbooks, Tuition

It's Time to Build Your Back-to-School Budget

We just left behind record-setting 100-degree summer weather in Portland, Oregon. The cool temperatures of the Oregon Coast are still calling, and it’s time for ... more
28 Jul
Daniel Morris, Dan Morris,Portland, Oregon, Africa, Bucket List

Africa: The Bucket List

Long before the movie “The Bucket List” about two aging septuagenarians seeking their salvation through completing their unfinished personal wish lists (Morgan ... more
20 Jul
Family, Legacy Planning, Transition Wealth

Family Legacy Planning: Transition Wealth to Future Generations

At Morris+D’Angelo, we along with other Financial Service Professionals face what is perhaps our largest challenge that at the same time would help our Custom... more
19 Jul
Bitcoin, Virtual Currency, Cryptocurrency, Virtual Payment

Tapping Into the Digital Currency Revolution: Why Business Needs to be Bitcoin Friendly

Transacting in blockchain backed currencies like Bitcoin or Ethereum is becoming increasingly common. Over 300,000 daily transactions are occurring using Bitcoin. ... more
18 Jul
Timesheet, Cost, Value, Value Pricing

Kill The TimeSheet: Are You Still Trading Hours for Dollars

Ask any C-Level (corporate) professional what they detest most about their day-to-day tasks, and most will admit it's their accounting of Time (timesheets). Is your ... more
5 Jul
University of Oxford, Daniel Morris, portland oregon

Our Private Wealth Advisory Services Just Reached a New High-Level

As the only American and one of 16 Global Honorees (one of two in the Western Hemisphere), Daniel Morris has recently earned his Wealth Advisory Services Post-Pro... more
25 Jun
Bitcoin, Virtual Currency, Cryptocurrency, Virtual Payment

Virtual Currency: A Primer on Bitcoin and Why Bitcoin Matters

When our clients first began discussing Bitcoin a few years ago, I wasn't sure what they were talking about. I had never heard of Digital or Cryptocurrency. Fast ... more
24 Jun
CoWorking, Office, Community, Daniel Morris, Portland, Oregon

The Value of Community in a Shared CoWorking Office

A Professional Network is more defined by whom you keep out rather than who you let in. This is counter to the prevailing feel good; bigger is better, Social Media, ... more
23 Jun
Total Quality Service, Customer Service, Customer Care

Total Quality Service: Still Required for Your Business Success

Before there was Value Pricing, Total Quality Service was the normal business practice. Myself and other colleagues and collaborators, Ron Baker and Thomas L. ... more
22 Jun
Residency, Portland, Oregon, Choices

Portland, Oregon: What If People Could Choose Their Residency

What If? Over the course of my career, I have been challenged several times about my Residency, my decision to be licensed in Oregon along with my California ... more
26 May
Bitcoin, Alt Currency, Virtual Currency, Cryptocurrenices

Virtual Currency Bitcoin: Does it Still Matter

When my clients first began discussing Virtual Currency Bitcoin, I had a quizzical look on my face. I wasn’t sure what they were talking about and I had never ... more
24 May
Value, Value Pricing, Worth

Value Pricing What's it Worth in Your Forest

How I Transitioned My Firm to Value Pricing Becoming the King of Your Forest: Why Courage is the Value Pricing Savior Implementing value pricing today is ... more
23 May
Sarah Myers-Mitchell, Portland Oregon, Morris D'Angelo, CPA, Accountant, Financial Services

Introducing: Sarah Myers-Mitchell, Our Newest Addition in Portland, Oregon

Sarah Myers-Mitchell is our newest team member of Morris+D’Angelo Office in Portland, Oregon.   Of course we were impressed with Sarah’s taxation ... more
22 May
Estate Planning, Conception, Children

Posthumously Conceived Children

In Case of Kids Estate Implications of Posthumously Conceived Children Procreation is both a biological necessity and an emotional desire. Without children, ... more
24 Apr
IRS, marital exclusion amounts , Same-Sex, Taxes

DOMA: Is It Time to Recalculate Your Marital Exclusion Amounts

IRS Now Permits Same-Sex Couples to Recalculate Marital Exclusion Amounts   Prior to 2013, under the Defense of Marriage Act (DOMA), same-sex couples were ... more
24 Apr
Information Technology, IT, IT Systems

CFOs Try to Focus on Strategy, but Information Technology Systems (IT) Get in the Way

A number of our Financial Professionals and CFOs expect to evolve their Information Technology (IT) for their Firms in the coming year, but some are dreading the ... more
24 Apr
Retirement, Pensions, Social Security, Unions

Are You Able to Afford Retirement - 50% of You Don't Think You Are

Nearly half of Americans fear not being able to afford retirement Lot’s of Things Have Changed Since Mom and Dad Ran the Business We’re Living Longer ... more
24 Apr
depreciation limits, depreciation, taxes, tax limits

2017 Car and Truck Depreciation Limits

  Business use vehicles have several challenges. Part of the challenge is that there are special rules known as “Listed Property” attributes that recogn... more
30 Mar
Pat D'Angelo, Morris D'Angelo, Dan Morris, Daniel Morris

My Business Partner of 3-Decades, Pat D'Angelo

As a young auditor, at the end of a long day, the controller for the large truck dealership I was auditing explained that business partnerships are a lot like ... more
29 Mar
Customer Service

Customer Service: All Businesses Need to Be Picky

20% of Your Customers Drive 80% of Your Revenue and... likely 150% of Your Profits ... while 80% of Your Customers Steal Your Profits and Drive Little Revenue ... more
28 Mar
Toxic Customers, Customer Service, Customer Selection, De-Selection

Toxic Customers Are They Worth The Price <br> We All Have Them; Avoid Them

  What If Companies Graded Their Customers? Toxic customers can ruin any business. Toxic customers tend to be the complainers, whiners, cheapskates, abusers ... more
27 Mar
Estate Planning, capital gains tax, estate tax exemption, gift tax exemption

Estate Planning with Morris+D'Angelo Toward Maintaining Your Wealth

Cheating the Grim Reaper with Strategic Estate Planning Toward Helping You Retain What You Already Have   As the gift and estate tax exemption has ... more
26 Mar
Valuation, tax-exempt, benefits, Business Valuations

Busting Myths About Control Premium Business Valuations

Business Valuation Matters of Privately Controlled Enterprises Dispelling the Myths About Control Premiums   In business valuations, fewer concepts seem ... more
23 Feb
Pat D'Angelo, Mergers and Acquisitions, Morris+D'Angelo, High-end Financial Services

The Matisse of Private Equity Mergers and Acquisitions

Why Pat D'Angelo is the Matisse of Private Equity Mergers and Acquisitions The Thrill of the Buy and the Agony of the Exit As a Certified Mergers and ... more
21 Feb
Lessen Taxes, CPA, Financial Services

6 Ways to Lessen Your Investment Tax Burden

At Morris+D'Angelo, we have always prided ourselves in the way that we approach and consider challenges differently so that we may provide Financial and Business ... more
20 Feb
Tax Strategy, Morris D'Angelo

6 Tax Strategies For Your Business in 2017

At Morris+D’Angelo, You Always Come First.   Our approach to your Personal or Business Tax Planning considers various tax options in order to determine ... more
19 Feb
Divorce, Women

Women: After the Divorce

Three-quarters of retirement age divorced people need to have a better understanding of how to manage their finances, but women are doing a better job than men, ... more
18 Feb
Peace of Mind, Confidence

What’s in it for your Customers... Customer Service

There's little debate that our world has changed dramatically since the invention of the Internet. While the availability of technology that can automate just about ... more
3 Feb
Daniel Morris, Dan Morris, Dragon Slayer

What’s Ahead for Another Great Year

Morris+D'Angelo : The Future of Our Accounting First, Thank You to all of those who we collaborate with, work for and provide financial services to; and, to those ... more