4 results for tag: Morris+D’Angelo
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 “Baby” and then we ventured onward to our Great Road Trip from Idaho and onto some less traveled roads winding through Oregon like only a Porsche could do and finally back to Portland, Oregon.
As we got going, we traveled and visited some of the highlights of our Father’s trailblazing past. Stopping at one of his favorite watering holes to honor his memory, I fueled-up with a $5.00 4-Pound Burrito; I was ready to hit the road; I don’t think I’ll need to eat for the rest of the ...
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 marriages: high days, low days, quiet days, and even angry days. After 23 plus years of being Pat D’Angelo’s business partner, I can personally attest to the vast understatement by that friendly advice-providing controller oh those many years ago.
Every business partnership is like a marriage. It takes two to survive. I tip my hat to Pat as he sets the ultimate example of what a long-term business partner should be: friend, mentor, counselor, listener, and coach.
Pa...
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 anything we can imagine, the gap between high-performing and low-performing CPA firms is even wider NOW, begging the question: What are successful CPAs doing differently in today's fast-paced, brave new world? AND Who's paying attention?
Customer Service: We Pay Attention to the Rest of the World at Morris+D'Angelo and What's Happening
As adopters of good technology and/or business software, we at Morris+D’Angelo feel these are important earmarks of today’s “Modern” ...
Introducing: Steven J. Geller, CPA
Please welcome our newest Partner at Morris+D'Angelo, Steven J. Geller, CPA
In the making since Fall of 2015, Morris+D'Angelo has had our eye on CPA Steven Geller. Many of our Customers have already met and benefited from Geller's expertise and we felt by adding Geller to the Morris+D'Angelo TEAM (Together Each Achieves More) would be a welcomed addition toward a seamless transition for the evolution of our added "advanced" Financial Services.
Geller’s addition helps make way for your seamless evolution and growth for 2017 and beyond as we prepare to reveal a number of enhanced Financial Services we will be able to provide. ...