Beyond Ideas
Panelist Cerebral Sips Portland
Daniel Morris, CPA
Senior Partner, Morris + D'Angelo

Daniel D. Morris started his accounting career in 1984 Ernst & Young in San Jose, California. Today, he is the senior partner of Morris + D’Angelo, a Silicon Valley, Los Angeles, and Portland, Oregon based CPA firm specializing in integrating entrepreneurial advisory services and international taxation strategies. Dan also leads Eighth Round Investments ( a closed private equity firm supporting innovative entrepreneurs and their ecosystems.

As a frequent speaker at conferences, leadership development events, and seminars, and a consultant to professional service firms on implementing Global Business Strategies, Total Quality Service and Value Pricing, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1998 and has authored, developed ,and presented over two dozen courses and conferences for them on topics including ethics, pricing, customer selection, and international tax strategies.

Dan received his Bachelor of Science from the University of Oregon and started his career at Ernst & Young in San Jose. Dan is active with the California Society of CPAs and the AICPA. Dan is a founder of the VeraSage Institute, a think tank dedicated to eradicating hourly billing practices, value pricing, and total quality service. 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 responsible for his firm’s marketing efforts and specializes in global business structures and tax optimization strategies, tax litigation/audit issues, AMT tax planning for high net-worth individuals, foreign sales tax planning, and strategic management consulting for closely held businesses.


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