Moss Adams LLP (@moss-adams-llp)

3700 Old Redwood Hwy Ste 200, Santa Rosa, CA, United States of America, 95403

www.mossadams.com

707-527-0800

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Wine Industry Update and Tools for Success

June 28, 2023

Join us on July 11 for a Lunch Roundtable with experts from Moss Adams and Silicon Valley Bank for a Wine Industry Update and Tools for Success. During this in-person program we’ll discuss the following topics:

  • The recent Silicon Valley Bank direct-to-consumer wine industry survey results
  • The top three things to consider as you navigate state and local taxes that impact business profitability and tax liabilities
  • How Barrel ERP for wine can create greater efficiencies in your winery operations

July 11, 2023 - Agenda:

11 AM: Welcome and registration

11:30 AM–1 PM: Presentation

1 PM–1:30 PM: Networking

Register Now

Speakers

  • Bill Vyenielo, Senior Wine, Beer & Spirits Business Consultant, Moss Adams
  • Michael Parker, Partner in Charge, Moss Adams
  • Benjamin Alderton, Senior Manager, Moss Adams
  • Adam DeZego, CPA, Senior Manager, Moss Adams
  • Rob McMillan, Executive Vice President & Wine Division Founder, Silicon Valley Bank
  • Rob Walker, Central Coast Market Manager, Silicon Valley Bank

Silicon Valley Bank DTC Survey Taxes Barrel ERP

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 Email 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