Employee Educational 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...

Recently, local members of the wine industry in the Napa County area of Northern California have been actively engaged with county government in discussions regarding ways to streamline the winery use permit process. Frustrated with...

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...

California Governor Gavin Newsom has signed into law AB5, codifying a new test for distinguishing employees from independent contractors. While AB5 does not go into effect until January 1, 2020, it will apply retroactively...

The Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) has changed retirement planning significantly and unexpectedly. The bulk of the changes apply to retirement plan participants who die after December 31, 2019 &ndash...

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...

Recently, local members of the wine industry in Napa County have been actively engaged with county government in discussions regarding ways to streamline the winery use permit process. Frustrated with the cost and lengthy...