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 ...
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 ...
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 ...
In Case of Kids
Estate Implications of Posthumously Conceived Children
Procreation is both a biological necessity and an emotional desire. Without children, ...
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 ...
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 ...
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
Business use vehicles have several challenges. Part of the challenge is that there are special rules known as “Listed Property” attributes that recogn...
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 ...
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 ...
What If Companies Graded Their Customers?
Toxic customers can ruin any business. Toxic customers tend to be the complainers, whiners, cheapskates, abusers ...
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 ...
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, ...
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 ...
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 ...