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Search: estate planning (Companies, News, Events, Products, Videos)

Wine Industry Advisor
Wine Industry Advisor
2024-09-05 08:57:55

Navigating Winery Succession: Proactive Strategies for a Changing Market

Today, estate planning must take into account options such as selling the property to a third party, a merger or acquisition, or even just closing

succession planning estate planning

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BPM LLP
BPM LLP
2021-10-19 15:05:51

Changes to Gift Tax Exemption Laws Could Affect Wineries

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Now may be an opportune time for winery owner-operators to maximize estate planning through gifts of ownership due to potential changes in gift tax exemption laws. BPM's Kemp Moyer and Sachi Danis read more

winery wine-group wine-owners tax tax-exemption tax-laws new-tax-laws

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BPM LLP
BPM LLP
2021-02-09 09:36:51

Lifetime Gift Tax Exemption Changes May Affect Winery Estate Planning

For owner-operators of wineries and other closely-held businesses, now may be an opportune time to maximize estate planning through the utilization of gifts of ownership interests. The Tax Cuts and Jo read more

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Moss Adams LLP
Moss Adams LLP
2020-01-15 00:00:00

What to Expect and Plan for During Each Phase of Your Business

byMark Steranka, Partner, Advisory Services;read more

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Moss Adams LLP
Moss Adams LLP
2019-05-15 00:00:00

New Tax Reform Offers Key Opportunities for Wineries and Vineyards

byMichael Ricioli, Partner, andread more

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SolarCraft
SolarCraft
2019-02-27 14:39:53

SolarCraft Completes Solar Power System Hospice by the Bay in Marin

Larkspur Hospice Turns Sunshine into SavingsNOVATO, CA (February 2019)— Novato and Sonoma based SolarCraft, a leading North Bay solar installer for over 35 years, recently completed the installa read more

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Moss Adams LLP
Moss Adams LLP
2016-03-30 00:00:00

Tax Opportunities for Wineries and Vineyards

As the tax rates on top earners continue to rise, many winery and vineyard owners are looking for new ways to reduce what theyre required to pay in taxes. The good news is there are many tax planning read more

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Wine Business Institute at Sonoma State University
Wine Business Institute at Sonoma State University
2015-11-02 13:13:13

New Wine Business Seminars Address Retail Sales Strategies, Family Business Operations

Wine Business Institute to Host Latest Engagements on November 6 Rohnert Park, California – The Wine Business Institute (WBI) at Sonoma State University (SSU) today announced two new seminars, i read more

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Moss Adams LLP
Moss Adams LLP
2015-09-08 00:00:00

To Transition Your Business to the Next Generation, Look Closely at Your Buy-Sell and Life Insurance

Buy-sell agreements are one of the most important elements in the planning for any businesss long-term success. But for family-owned businessescommon in agribusiness, food, wine, and forest productsth read more

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Dickenson, Peatman & Fogarty
Dickenson, Peatman & Fogarty
2013-01-21 00:00:00

SCV Workshop Set for January 17: Navigating New Winery Sweepstakes & Consumer Contest Legislation

Presented by SCV Affiliate Dickenson, Peatman & Fogarty Governor Brown recently signed 2012 Senate Bill 778 into law creating two new Business and Professions Code Sections; 25600.1 and 25600.2 autho read more

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