Morling & Company is a San Francisco Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals and diversified management services for small businesses. We also have a specialty in providing these services to technology start-up companies and IT Consultants. Established in 1981, Morling & Company has earned a reputation for staff continuity, responsiveness and cost competitiveness.
We utilize tax strategies that save you more and build successful companies that endure. Today our consulting base consists of over 3,000 individual and business clients, located throughout the United States, Canada, Europe, Asia and South America. We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals.
Our calculators have been provided as a resource for you to help plan your financial matters.
We utilize tax strategies that save you more and build successful companies that endure. Today our consulting base consists of over 3,000 individual and business clients, located throughout the United States, Canada, Europe, Asia and South America. We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals.
Our calculators have been provided as a resource for you to help plan your financial matters.
Services
Morling & Company's mission is to maximize the financial welfare of anyone who entrusts us with their financial affairs.
We will draw upon our utmost professional expertise to accomplish this end.
It is our primary directive and the philosophy upon which we build our reputation.
We live in a complex financial world.
Even more complex are the daily responsibilities placed upon us to provide food and shelter for our families while facing social security extinction, ever increasing taxes and decreasing levels of health care coverage.
We will draw upon our utmost professional expertise to accomplish this end.
It is our primary directive and the philosophy upon which we build our reputation.
We live in a complex financial world.
Even more complex are the daily responsibilities placed upon us to provide food and shelter for our families while facing social security extinction, ever increasing taxes and decreasing levels of health care coverage.
Morling & Company provides a wide range of services to individuals and businesses in a variety of industries.
At Morling & Company, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
At Morling & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
At Morling & Company, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
At Morling & Company, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Have you just started a new business?
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Following are some generally recognized financial planning tools that may help you reduce your tax bill.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
Although the process is complex and frustrating, raising capital is the most basic of all business activities.
When looking for financing, there are various sources to consider.
For most new businesses, the main source of capital comes from savings and other forms of personal resources.
There are better options available than credit cards that are often used for financing, even a small business loan.
When beginning, entrepreneurs usually look to private sources like friends and family.
Generally, the money is loaned at a low interest rate or interest free, which is very beneficial at the beginning.
When looking for financing, there are various sources to consider.
For most new businesses, the main source of capital comes from savings and other forms of personal resources.
There are better options available than credit cards that are often used for financing, even a small business loan.
When beginning, entrepreneurs usually look to private sources like friends and family.
Generally, the money is loaned at a low interest rate or interest free, which is very beneficial at the beginning.
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