Clients & Incapacity: CPAs Expanding Relationship & Responsibilities

The new California Consumer Privacy Act of 2018 (CCPA) will come into effect January 1, 2020. In most situations, nonprofits won’t be subject to the law—but in some cases they necessarily will be and/or...

As wine families tend their grapes, so too should they tend their business succession planning. Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients...

As 2019 comes to a close, we thought about our customary note to nonprofit officers and directors to take a few moments to confirm that important year-end responsibilities have not been overlooked. But since this...

Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning. Developing a plan...