Tag Archives: winery

Wines By the Glass

April 07, 2016  |   Posted by :   |   Wine Exports   |   0 Comments

The California Wine business is currently experiencing “challenging times”. Central Valley growers in the San Joaquin Valley which represents 60% of California total grape crush are faced with excess supply on the low-end segment, lack of water, and more competition from overseas producers. Cheaper wines from New Zealand, Australia, Chile and Argentina have created a […]

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Winery Land: Sales and Leasebacks

March 16, 2016  |   Posted by :   |   International Tax Planning   |   0 Comments

California wineries that own their vineyards (and related buildings) are often “real estate rich” and “cash impaired”. Bank, and other financing, have been made more restricted due to 2016 bank lending conditions which are often too limited especially in light of the ongoing CA drought which impacts lender’s forecasts for wineries. So the challenge in […]

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Tax Planning For Winery Owners

March 07, 2016  |   Posted by :   |   International Tax Planning   |   0 Comments

As the owner of a winery, both succession issues and tax issues may play a predominant role in your estate and gift tax planning. I am an internationally recognized tax planning expert (in 2015 I was cited by the UK based Global Law Experts as the CA International Tax Planning Law Firm of the Year […]

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Winery: Estate Planning and Succession Issues

March 01, 2016  |   Posted by :   |   International Tax Planning   |   0 Comments

I am an internationally published tax author, 15 books, and 21 articles. Previously I wrote a book on Tax Planning for US/CA Wine Exports, which described a tax strategy to save 25-50% of federal income taxes on export wine sales. In the course of my research, I learned that many wineries are family owned businesses […]

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