Winery Costing and Taxation Demystified

Live Seminar in Paso Robles, Dec 12 & 13, 2019

Seminar for Winery Owners, Managers, and Accounting Professionals

Accounting for wineries can be complex. These seminars are designed to bring clarity to wineries producing up to 15,000 cases annually. Hosted by specialists with many years of experience in the wine industry, the seminars are presented in an easy-to-understand, jargon-free format. Participants receive handouts and useful information that can be put to immediate use.

Day 1 – Using QuickBooks and Calculating True Cost

Recommended for winery owners and staff, and accounting professionals new to the wine Industry.

Topics covered include:
• How to Best Use QuickBooks in the Wine Industry
• Calculating the True Cost of Wine

Day 2 – Winery and Vineyard Taxation Details

Recommended for accounting professionals and hands-on winery owners and staff.

Topics covered include:
• Winery and Vineyard Taxation Strategies
• The Differences between the Book Costs and Tax Cost of Wine

Each day includes:

• Handouts
• Information you can put into use immediately
• Lunch, beverages, and snacks
• BYOB mixer at the end of each day

Avoid the Costly Mistake that Can Crush Your Winery’s Profits

Space at both seminars is limited – Register here or call 707-634-7757.

Register before Dec 1st for a 10% early-bird discount.

Registration is $225 per person for each day’s seminar and for both seminars is $430.

Seven CPE Credits are available to accounting professionals for each day’s seminar.

Each day starts at 8:30 am and runs to 4:30 pm at Oxford Suites, 800 4th St, Paso Robles. Participants receive supporting materials are invited to attend a social hour and wine tasting at the close of each day’s session.

Register here or call 707-634-7757

Instructors

Jeanette Tan

• Advanced Certified QuickBooks ProAdvisor
• Consulting CFO
• Faculty Sonoma State Wine Business Institute

For more information about Jeanette click here.

Tyler Willis, CPA

• Partner, specializing in tax compliance, wineries, and vineyards
• Adjunct Lecturer Cal Poly San Luis Obispo
• Senior Tax Manager with PWC for 5 years

For more information about Tyler click here.

Upcoming Events:

• Sonoma – TBD
• Washington (eastern) TBD
• Napa/Sacramento – TBD
• San Diego – TBD

For updates on our upcoming events, or if  you have any questions, please fill out this form: