WINE INDUSTRY CPE PRESENTS: NOVEMBER WINE BUSINESS CPE CLASS What: Winery Budget & Forecast When: Tuesday, November 18, 2025 | 8 AM - 1 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation & Principal of AWG Wine Advisors  Credits Earnable: 5 Hours of AICPA CPE We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success. This education series is designed for professionals at ALL LEVELS, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series

WINE INDUSTRY CPE PRESENTS: OCTOBER WINE BUSINESS CPE CLASS What: Wine Inventory Cost Accounting When: Tuesday, October 21, 2025 | 8 AM - 1 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation & Principal of AWG Wine Advisors Credits Earnable: 5 Hours of AICPA CPE We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success. This education series is designed for professionals at ALL LEVELS, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provi

WINE INDUSTRY CPE PRESENTS: SEPTEMBER WINE BUSINESS CPE CLASS What: Wine Business: Finance & Administration When: Tuesday, September 16, 2025 | 8 AM - 1 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation & Principal of AWG Wine Advisors Credits Earnable: 5 Hours of AICPA CPE We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success. This education series is designed for professionals at ALL LEVELS, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insig

WINE INDUSTRY CPE PRESENTS: AUGUST WINE BUSINESS CPE CLASS What: Wine Business: Vineyard, Winery, Sales & Marketing When: Tuesday, August 19, 2025 | 8 AM - 1 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation, & Principal of AWG Wine Advisors Credits Earnable: 5 Hours of AICPA CPE We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success. This education series is designed for professionals at ALL LEVELS, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insi

Last-Minute Date Change!  There's Still Time to Sign Up for this Upcoming For-Credit Wine CPE Class, now July 10th! Upcoming CPE Class from Allen Wine Group What: Winery Financial Budget & Forecast When: Thursday, July 10, 2025 | 8 AM - 12 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation, & Managing Partner of AWG Credits Earnable: 4 Hours of AICPA CPE Please join Allen Wine Group for our next CPE class on Winery Financial Budget & Forecast.  This course will focus specifically on the following: Budgeting Forecasting Cash Flow, including seasonality Short-term vs. Long-term Software vs. Excel Spreadsheet In this class covering all aspects of winery financial budget and forecasting, you will learn how to successfully anticipate future revenues, profitability, and cash need.  Participants are also eligible to earn 4 hours AICPA CPE credits in accordance with NASBA rules

Join Allen Wine Group for our next Wine CPE - and earn CPE credits in the meantime!  This next class will focus on Winery Financial Budget & Forecast.  Specifically, you will learn the following: Budgeting Forecasting Cash Flow, including seasonality Short-term vs. Long-term Software vs. Excel Spreadsheet You will learn how to successfully anticipate future revenues, profitability, and cash need.  Participants are also eligible to earn 4 hours AICPA CPE credits in accordance with NASBA rules and regulations. This series is developed and led by Timothy Allen, CPA, MS Taxation.  As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance experience, including five years with a Big 4 accounting firm, fourteen years in winery finance & operations, and sixteen years managing Allen Wine Group. Learn more here about signing up for this Winery Financial Budget and Forecast CPE!

With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s steeped in wine industry know-how, the Allen Wine Group (AWG) is the premiere CPA firm poised to take the global wine business to the next level. “We work in only one industry: wine,” confirms founder and managing partner Timothy Allen. “Most of our employees worked at a winery before coming to AWG, which gives us the rare experience of being on both sides of the desk. That unique understanding allows us to give our customers exactly what they need to succeed.” Allen Wine Group offers a comprehensive range of financial oversight services to wine industry businesses, specializing in: Fractional CFO and controller work Full-service accounting and bookkeeping Business advice & strategy Winery performance audits Winery compliance Income tax services Audit, review and compilation reports CPA-prepared financial statements Wine Industry CP

Join us for Navigating the Tax Cuts and Jobs Act (TCJA) for the Wine Industry, an insightful webcast specifically tailored for the wine industry, focusing on the implications of the TCJA. This session will delve into how the TCJA affects wineries, vineyards, and related businesses, providing crucial information for navigating the evolving tax landscape. Key topics included:  Overview of the TCJA and its relevance to the wine industry Changes to individual and corporate tax rates impacting winery owners Implications of the TCJA on pass-through entities, including S corporations and LLCs Modifications to deductions and credits, including the impact on capital investments in vineyards and production facilities Changes to the treatment of business expenses and the impact on operational costs Insights into international tax provisions affecting wine exports Future considerations and potential legislative changes that may impact the industry November 21, 2024 10:00 AM PT Register Now

As a business owner in California, being cost-efficient and improving your bottom line is always important. Alternative energy sources, such as solar energy, have been popular among various types of businesses across the country. Is it the right choice for your company? Let Westcoast Solar Energy, a leading commercial solar company in CA, help you decide. Saving With Solar California has some of the highest electricity rates in the nation. A commercial solar system from Westcoast Solar Energy can reduce your reliance on the grid, leading to significant savings on your monthly energy bills. These devices are also incredible investments: solar panels require minimal maintenance, unlike traditional HVAC systems, and make structures more attractive to potential buyers, tenants, and investors. The state also offers a variety of financial incentives for businesses that go solar.  These include tax credits, rebates, and accelerated depreciation.  Westcoast Solar Energy can help you

Join Vineyard Team and the Paso Robles Wine Country Alliance for an educational event that brings together wine industry professionals and energy partners for a half-day of sessions and networking focused on sustainable energy. THURSDAY, MARCH 14 8:00 A.M. - 1:00 P.M. SPRINGHILL SUITES BY MARRIOTT 900 EL CAMINO REAL, ATASCADERO REGISTER Itinerary: 8:00 – 8:30 a.m. …………….. Check-in, Coffee & Networking 8:30 – 9:00 a.m. …………….. Program Begins & Introductions 9:00 – 10:00 a.m. ……….….. Session 1: Energy Shift for the Wine Industry 10:00 – 11:00 a.m. …………. Session 2: Building Resiliency 11:00 a.m. – 12:00 p.m......… Session 3: Leveraging Energy Sustainability 12:00 – 1:00 p.m. …………… Networking Lunch REGISTER SPEAKERS & TOPICS INCLUDE: Energy Shift for the Wine In