Nature is a harsh mistress. Changing conditions, from calm to an angry fury can suddenly and frequently happen without notice. Knowing what to do when nature ...
I was invited to participate in a Podcast with fellow Verasage Fellow Ed Kless (@EdKless) last week about the new changes to the US Tax Code. Well, it's published. ...
We are driven by what we Believe more than what we Know. Our beliefs are powerful and our emotional outlook drives many of our behaviors.
Relating this to ...
I Believe That It Is Important to Ask Questions Toward Clarity
Often, it takes two halves to make a whole
A couple of weeks ago I came across a ...
As savings decline and consumer debt increases, the likelihood of future reductions in consumer demand will send shockwaves through the business economy as produc...
As I reflect on the recently passed 2017, I’m tallying those things that I am most grateful for.
One of them is my involvement with the California CPA (CalCPA) ...
Tax incentives still matter. While “follow the money” is an excellent concept for seeking greater information about “what has happened”, by identifying and ...
A Primer on Disruptive Technologies and the Regulator’s Positions
Mark Twain has been credited with expressing that “History doesn’t repeat itself but it ...
I am Crypto and Need to be Free
Please, allow me to introduce myself, I am Crypto. I have many names: Bitcoin, Ethereum, Dash, and many others. I am a ...
Welcome to 2018 and your new 2018 Tax Laws. If you are not aware, there is a new Tax Law that will affect all of you in our Professional care this year.
We know, ...
The modern world of economics now includes cryptocurrencies where there are lagging, coincident and leading indicators. In the arena of new business model implem...
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 ...
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 ...
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 ...
Why is Your New Business is a Start-Up and My Old Business Not
We all know young individuals who impress us as adolescents or pre-adolescents with how they behave ...
In Business, it takes every Employee, every Partner, every Team Member and Friend, who should know and understand what the Enterprise (business) is going after? ...
Let me explain
After a few short years of investing in cryptocurrency and preaching its gospel, it appears that some venture-capital experts are finally listen...
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 ...
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 ...
It’s All About the Human Touch and how we connect with People
Business is People: the Customer Experience and Keeping Commitments
Sometimes business ...
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 ...
Regardless of your profession, I am convinced there is a conflict between those that believe in principle-driven decisions (Principled Leadership) and those that ...
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 ...
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 ...
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 ...
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 ...
Economics has always intrigued me. I remember a professor spending days lecturing about money supply, interest rates, demand, inflation, and other metrics; only to ...
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 ...
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 ...
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 ...
Long before the movie “The Bucket List” about two aging septuagenarians seeking their salvation through completing their unfinished personal wish lists (Morgan ...
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...
Transacting in blockchain backed currencies like Bitcoin or Ethereum is becoming increasingly common. Over 300,000 daily transactions are occurring using Bitcoin. ...
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 ...
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...
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 ...
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, ...
Before there was Value Pricing, Total Quality Service was the normal business practice. Myself and other colleagues and collaborators, Ron Baker and Thomas L. ...
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 ...
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 ...