$Clean Financials:Ensuring Transparency & Success in the Wine\/Grape Industry$

Learn the importance of clean financials in the wine industry: record-keeping, voluntary audits, inventory management & tax implications.
About this Event

Join Business Partner, , for an insightful webinar on the critical role of clean financial statements in the wine & grape industry. Key topics will include:

Financial Hygiene: Learn why meticulous record-keeping is essential, even if a formal audit isn't required.
Audit Insights: Discover the benefits of voluntary audits in identifying potential issues and ensuring financial transparency.
Inventory Management: Understand the importance of accurate inventory checks and calculations in reflecting true economic value.
Tax Implications: Explore how clean financials impact state, local, and property taxes, helping you stay compliant and avoid liabilities.

Equip your winery or vineyard with the knowledge to maintain financial clarity and support long-term success.

Our Presenters...

Michael Corkery CPA, CFE, Assurance Partner: With a sharp eye for detail and a passion for guiding clients through their biggest challenges, Michael is prepared to support your assurance needs as you scale up and expand operations both domestically and internationally. His commitment to financial best practices will help you steer clear of common financial reporting missteps. In addition to attending to his clients’ assurance needs, he is passionate about servicing ERISA engagements, serving as the partner on many of the firms’ employee benefit plan audits. He take pride in acting as a trusted advisor, helping clients achieve their goals and working with them to reach their potential, specifically related to optimizing business operations, succession planning, and taxation.

Sarah McGuire, CPA, Business Advisory Services Partner: As the co-founder of MGO's Chicago office, Sarah is dedicated to delivering exceptional service to clients in the Midwest and across the country. Leveraging more than 15 years of experience in auditing, accounting, and financial services, her key strength is homing in on the vital details you need to grow and stay compliant as you prepare for the challenges in such growth-oriented industries. She focuses on M&A, audit preparation, internal controls, and financial due diligence.

Michael Nunez, State & Local Tax Director: Michael brings more than 30 years of experience in the area of state and local taxes in the manufacturing and distribution, medical device, e-commerce, software, SAAS, and high technology industries. He has served a variety of clients in formulating and implementing strategies to help them minimize state tax liabilities and exposure. Michael counsels multi-national and multi-state businesses for a variety of state and city level taxes including franchise, income, sales and use, personal and real property, gross receipts, and local taxes. Specifically, he works with clients to implement state strategies for tax minimization, nexus reviews, tax amnesty programs, and multistate tax compliance. In addition, he counsels clients on the state tax aspects of business acquisitions, mergers and dispositions, and the day-to-day operations of business.