Employee Education Series: Estate Planning Overview

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,...

Companies within and outside the State of California who offer products and services to California residents are focusing on what they need to do to comply with the new California Consumer Privacy Act of...

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...

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...

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...