Issues and Opportunities Impacting the Wine Industry

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Presented on:
February 11, 2021 3:00 PM PT
Duration:
1 hour
Location:
Online
Contact:
Amy Dawson, Moss Adams, (858) 627-1463
Cost to attend:
Complimentary

Join Moss Adams and Bank of Marin as wine industry financial professionals discuss the issues and opportunities impacting the market. We’ll take questions from the audience and cover topics including:

  • The current status and implications of Small Business Administration (SBA) Paycheck Protection Program (PPP) loans
  • 2020 fires impact on the market
  • Smoke taint-related tax credits and federal, state, and local tax considerations
Register

Speakers

Marshall Graves, SVP, Sonoma County & Central Coast Commercial Banking Regional Manager, Bank of Marin

Marshall is focused on growing the Bank’s customer base by building lasting banking relationships with local commercial and wine-related businesses. Leading an experienced lending team, he directs business development activities and oversees loan structuring and underwriting. Prior to this role, Marshall was a Senior Commercial Banking Manager and Wine Industry Specialist at Bank of Marin, where he helped wineries and winery owners understand market trends and industry-specific metrics to find the best financial solutions for each client’s unique needs.

Michael Brughelli, VP, Central Coast Market Officer, Bank of Marin

Michael has over 15 years of wine industry experience and provides market advisement to Bank of Marin’s Wine Industry Team. Along with his role at Bank of Marin, he is currently a consulting winemaker at Folded Hills Winery in Santa Barbara, CA. Michael is also a Vineyard Consultant at Diamond West Farming in Paso Robles, CA.

Kirk Faris, Senior Manager, Tax Services, Moss Adams

Kirk has been in public accounting since 2006. He specializes in tax compliance and transaction planning for business entities, with an emphasis on flow-through entity structures. He also supports clients with PPP loan forgiveness.

Travis Riley, Principal, Tax Credits & Incentives Services, Moss Adams

Travis has provided research tax credit studies to companies claiming R&D credits since 2006. As an R&D leader, Travis specializes in helping companies and business owners save millions of dollars each year.

Registration Form

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Applicable Industries

Wine, Beer & Spirits

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.