3700 Old Redwood Hwy Ste 200, Santa Rosa, CA, United States of America, 95403
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Issues and Opportunities Impacting the Wine Industry - Free Webinar
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
Free webinar: February 11, 2021 11:00 AM PST - 1 hour
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.
About
Moss Adams LLP has been in business for more than 104 years. The 11th largest accounting and consulting firm in the United States, Moss Adams is the largest headquartered in the West. With more than 27 locations in Washington, Oregon, California, Arizona, New Mexico, Kansas, and Texas, our staff of over 2,600 includes more than 260 partners, we are ready to serve you.
Our Wine Industry Group
Moss Adams’ commitment to providing business solutions to vineyards and wineries of all sizes starts with the professionals who make up our team. Each specialist has proven business and finance expertise coupled with deep knowledge and experience in the wine industry.
We offer a wide variety of accounting, tax, and business consulting services tailored to meet the specific needs of today's wineries and vineyards.
Find out why more than 300 wine industry clients trust our team, from start-up to maturity. We're more than an just an accounting firm to our clients. We're a trusted advisor.
Contact
Contact List
| Title | Name | Phone | Extension | |
|---|---|---|---|---|
| Business Development Executive | Jim Pidgeon | jim.pidgeon@mossadams.com | 415-677-8222 | |
| Wine National Practice Leader | Jeff Gutsch | jeff.gutsch@mossadams.com | 707-535-4109 | |
| Business Development Executive | Ted Grafe | ted.grafe@mossadams.com | 707-535-4146 | |
| Tax Partner | Michael Ricioli | michael.ricioli@mossadams.com | 707-535-4142 |
Location List
| Locations | Address | State | Country | Zip Code |
|---|---|---|---|---|
| Moss Adams LLP | 3700 Old Redwood Hwy Ste 200, Santa Rosa | CA | United States of America | 95403 |
List of Locations
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