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30 Most Innovative Companies To Watch 2020

Morris+D’Angelo determines the value of investing its intellectual capital into its customer’s business and lives

Morris+D’Angelo determines the value of investing its intellectual capital into its customer’s business and lives

Taxes play an important role in our life. They influence our personal lives, generational lives, and the way we earn and spend. Tax is frequently an enterprise’s key expense lines. Influencing the effective tax rate, even by one percent, drives tremendous value - value to the customer, shareholders, and stakeholders. Tax strategies hold a key spot at the operations planning table. Poor operational plans cost inexperienced entrepreneurs valuable funds that are better used to expand and enhance the business.

Morris + D’Angelo (M+D), a multi-office boutique accountancy and advisory firm headquartered in the Silicon Valley, provides creative cross-border solutions in an ever-changing and complex world where families, entrepreneurship, generational transfers, asset protection, taxation, law, philanthropy, and stewardship intersect.

M+D was established in the Silicon Valley during a period of extreme technological change. The internet was blossoming; technology spinoffs and venture capital were racing to improve the world. While auditing has its value, tax structuring, optimization, and minimization strategies engage customers to improve their overall returns on investment.

M+D is a Tax and Business Advisory Firm that believes by helping customers control their financial information tools and systems as well as by leveraging financial expertise toward customer’s growth, they will flourish. Some of  the core principles they thrive upon include flexibility and nimbleness, focus on customer attention, and believing in a simple code of conduct. Morris+D’Angelo believes in the Greek Statesmen and Senator Plenides’ philosophy, “to live a moral life, you must do more than required, and less than allowed.”

The Working Model of Morris+D’Angelo

M+D operates as a “firm” and not as an “association of sole proprietorships”. Unlike most professionals, they have no individual “book” of business separate from the “firm”. M+D regularly invites their team members to participate and become trusted advisors to their customers. This is a growth and dynamic model of modern customer service. Their partners and team members are compensated based upon firm accomplishments and not individual ones, thereby removing greed from the relationship which is a very common cause associated with traditional firm failures.

Morris+D’Angelo encourages their team members to expand their personal, professional, and community skills. They encourage discussion among all team members to enhance their professional services, and also customers to tap their extreme depth of talent, personalities, and perspectives to help them achieve greatness.

Morris+D’Angelo Advisory and Consulting Services

Advisory and consulting services are connected in a way that they provide possible outlooks and allow customers to consider their future. They believe in understanding the nature of the situation and what outcome is desired for success.

Wealth and asset protection planning require their own skill sets. Quite often these services are integrated with the family business plan, as extracting one from the other is difficult at best. Understanding the where, when, and how of asset protection or estate planning is frequently more important than the “what” of the plan. At Morris+D’Angelo, they are actively engaged in crafting creative wealth preservation and generational transfer plans that help families retain more of what they created to help each family achieve its greatness.

Tax services provided by “Morris+D’Angelo

M+D creative tax services support families and their business operations. M+D facilitates both domestic and multi-national customers. They have offices in multiple locations and have affiliated offices via their international association (www.iapa.net) in almost all major metropolitan regions; they have their network of financial service offices in Europe, Asia, and the Caribbean that support their global tax and advisory services. Morris+D’Angelo Tax Services specialize in facilitating cross border transactions. They seek to harmonize the tax effects of jurisdictional claims. These services include VAT, Income, transfer, wealth, property, and excise taxes. They provide full-service tax compliance filings for businesses including corporate, partnerships, and proprietorships along with individual filings including  trust, estates, and philanthropical endeavors.

The challenges with COVID Pandemic

The firm has always cared about people. During this pandemic, people are simply more at the forefront. They have advised people on how to protect themselves and their families. They help people lead their businesses through these challenging times. They have helped many people apply for and receive their grants and assisting them to navigate the complex compliance matters. M+D continues to care for people first and profits second. That means, when the customers need them the most, they frequently can afford the least. Relationships are best valued when needs are high and not when wealth is strong. Anyone can assist when payment for services is guaranteed. True professionals that invest for the long term understand that sometimes they invest more now to earn returns later.

About the CEO

Daniel D. Morris is a sought-after global expert in multi-national business structuring, tax optimization, and asset protection. Leveraging over thirty years of holistic accounting, tax, and business advisory services to successful entrepreneurial and family-based enterprises, he serves family-based enterprises operating in the emerging and middle markets. Dan began his professional accounting career in 1984 with Arthur Young in the Silicon Valley. Today, he coordinates his services by leading Morris + D’Angelo, a Silicon Valley (CA), Portland (OR), and Los Angeles (CA) based accounting, tax, and consulting specialization firm. Additionally, Dan leads Strategic Global Advisors, a Nassau basedglobal tax and business structuring advisory service, and is a co-founder of the VeraSage Institute.

Dan is actively engaged in all aspects of the blockchain and its associated parts. He has assisted over a dozen blockchain-related enterprises including designing the global structure for DASH along with coordinating multiple ICO and/or pre-ICO engagements. He is a Master’s candidate with London Law University in their Private Wealth Advising program (anticipated degree 2021). Dan received his Bachelor of Science from the University of Oregon and has serviced customers since 1984.

“Our focused attention on “You” emphasizes the importance we put on our Customer Relationships. This may be “Old Fashioned”, but this is a “Value” we hold dear to our Financial Firm’s success.”


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