Daniel D. Morris CPA, CGMA

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 emerging and middle markets. As a frequent speaker at conferences, leadership development events, and seminars, and a consultant to professional service firms on Ethics, Implementing Global Business Strategies, Asset Protection, Emerging Technologies, Total Quality Service and Value Pricing, his work takes him around the world. He has been an educator with numerous professional associations since 1998 and has authored, developed, and presented fifty courses, seminars, and conferences on topics including asset protection, international tax strategies, emerging technologies, ethics, pricing, and customer economics Dan began his professional accounting career in 1984 Ernst & Young in Silicon Valley, California. Today, he coordinates his services by leading Morris + D'Angelo, a Silicon Valley and Los Angeles based accounting and tax specialization firm. Additionally, Dan leads the consulting services for Strategic Global Advisors, a Nassau based global tax and business structuring advisory service, and is a co-founder of the VeraSage Institute; a think tank dedicated to assisting the professions and knowledge workers. Dan received his Bachelor of Science from the University of Oregon and has serviced customers since 1984. Dan is active with the California Society of CPAs and the AICPA. Dan has helped establish a number of Silicon Valley start-ups including Signio that was acquired by Verisign for $1.2 billion in 2000. Dan is regularly interviewed by local, national, and international media and has global responsibilities for client services in the areas of business structuring, tax optimization strategies, asset protection design, and strategic management consulting for closely held businesses.