The Truth of the Lifestyle Firm


In this episode, Jason Blumer and Greg Kyte discuss what a lifestyle firm is. There are most certainly upsides, but it’s still hard work to run any kind of business. They get into the truth about how hard it can be sometimes. Then Dan Morris joins them to discuss what his lifestyle firm looks like and how his choices have impacted his day to day life.

Thank you to our sponsor Avalara. Check out Avalara Crush coming to New Orleans in May!

Mentioned in the show:

Avalara Crush
Dan Morris
Morris + D’Angelo
The Rise of the Lifestyle Firm
Orbiting the Giant Hairball
Deeper Weekend
The Shack

Audio Engineering by: Aaron Dowd

Produced by: Jennifer Blumer

About our guest: Dan Morris

CPA, teacher, business coach, and entrepreneur. Dan Morris has assisted all stages of companies, from those formed on napkins to helping those established generations ago. He is known for creativity, decisiveness, optimism, and international & domestic tax strategies.

He has also assisted in several multi-national IP exchanges, sales, and brokerages. Dan assist U.S. and Non-U.S. taxpayers with international tax compliance.

He has taught accounting and taxation at the community college level as well as continuing professional education to CPAs, lawyers, and the general business public since 1998.

Dan’s objectives and goals are to help others live their dreams.

Specialties: International tax and business strategies, entrepreneurial coaching, financial literacy, tax minimization, wealth creation, price consulting, adult educator, key note speaker, and general business advisor.

Dan Morris


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