Employee Education Series: Estate Planning Overview

Following on last year’s Northern California firestorm in Napa, Lake, Sonoma, Mendocino, Butte and Solano counties, various North Bay regions have also seen wildfires in 2018. A large wildfire in Mendocino and Lake counties...

Charitable donors expecting an income tax deduction must obtain, maintain, and in some cases provide to the IRS specific documentation to substantiate their donation.  Donors should pay careful attention to these substantiation requirements, because...

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,...

Published by the North Bay Business Journal . If you are planning to hire new employees to work in your winery, you should be aware of two new employment laws that restrict employers from...

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...

Over the last several years, the Regional Water Quality Control Board, for the San Francisco Bay Region (Water Board), determined that adoption of Waste Discharge Requirements were needed to better protect the Napa River...