10 results for tag: 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 “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 ...

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 us to start packing our young students backpacks because the new school year will be here before you can say ‘fall semester.’ We just returned from Carroll College in Helena, Montana where our youngest Kayla will be attending her freshman year. If you haven't done it yet, it's time to build your Back-to-School Budget. As you know, there is a significant financial cost associated with the start of a new academic year. Regardless of whether you’re a parent thinking about your ...

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-Professional Graduate Diploma (PPGD). The PPGD was a year-long program held at the University of Oxford and is designed for Senior Leadership that emphasized the interrelationships necessary to best advise Multi-National, Multi-Generational, and Privately-Owned Enterprises and their families. The Morris+D’Angelo Accounting and Financial Services Firm has already navigated cross-border estate issues in Italy, the United States, India, England, and Switzerland. The Master classes ...

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 forward a few years and these conversations have moved mainstream. I was sharing with my wife in Portland, Oregon the other day that Malls (Clackamas Town Center) now have Bitcoin ATM machines where people can purchase and exchange Bitcoins for other paper currencies or other paper currencies into Bitcoins. I wouldn't have imagined this 10-years ago. However, many of you remain unfamiliar with Bitcoin and its various cousins of Virtual Currency. Bitcoin Basics For ease of discussion, ...

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, Twitter, and LinkedIn love fest. Good Leadership in a CoWorking Office has to seek to provide a community that is strong with the diversity of ideas, opinions, personalities, skills, business models, and habits. I’m really picky about who I let into my network. Mostly in part because those who have agreed to include me in THEIR Networks trust me, and because they trust me, I consider myself a good "responsible" steward of their Business and Personal Information. And, ...

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. Bowden, Sr. all Believed and Taught businesses like yours about competing on Service and, more importantly, before a business can charge premium prices, they must provide their customers with Total Quality Service. Today was one of those days where the service quality received from one of my preferred service providers failed. As a frequent renter of their vehicles with this particular Car Rental Company, I had "earned" a Customer-Level known as "Executive Selection". On this particular ...

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 license. But, What if?... What if We Could Choose Our Own Residency Corporations make these decisions all the time. They make them because some states are better at administering corporate matters than others (Delaware). So why can’t people? What if I think an Armed-Society is a Polite Society (aka Arizona) yet the liberal residents of Multnomah County (Portland, Oregon) fear guns – why can’t I elect to apply the laws of Arizona to me, pay the related Arizona costs and requirements ...

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 knowledge (a low hanging requirement); more importantly, were the comments we gathered from her experience with high net worth individuals, partnerships, and corporations. Sarah’s special areas of interest include Multi-State Taxation, Federal and State Credit Opportunities, and Small Business Tax Planning. Additionally, and more importantly in our Portland office, are her 10 years of prior experience in the catering industry where she developed management skills, “kid-glove” customer ...

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 not treated equally and equitably in regards to income tax and estate tax. DOMA was just plain wrong! It was prejudicial and it created second-class citizens from an already growing marginalized community. Recalculating Marital Exclusion Amounts might help to level the playing field.   Following the reversal of “Section 3 “ of DOMA in 2013 (The United States v. Windsor)- the IRS recently issued an IRS Notice 2017–15 that provides procedures for same-sex married couples to ...

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 journey via clunky legacy systems.   Frequently information technology (IT) for CFOs and finance professionals and sometimes for entrepreneurs can be a “Black-Box”. Throughout our offices, we hear “I know I have to have it, but I don’t understand how it works.”   Why buy into something that’s good today and obsolete tomorrow? As a responsible business leader overseeing an Enterprise System, I expect that I’m going to make an investment into an IT System that I ...