Field Notes

News and Updates from the New York Wine & Grape Foundation

Mengel Metzger Barr

Making Financially Sound Business Model Shifts for Your Winery

Join Anthony Sandonato, CPA/ABV, CVA, Esq. , Partner at Mengel Metzger Barr & Co. LLP for this Enhanced Webinar that will involve a discussion of different business model extensions for wineries, including ventures into hospitality, online sales platforms, and sustainability, with an emphasis on the financial considerations of these and other business model shifts. Discussion will also include financial analysis for optimizing staffing needs as business plans evolve, and best

Business Valuation Considerations for Wineries & Growers

There are a variety of contexts in which wineries and vineyards may need a business valuation. These include for estate and gift tax reporting, estate planning, business succession planning, buy-sell agreements, purchase or sale of the business, and SBA loans. Join Anthony Sandonato, CPA/ABV, CVA, Esq. , Partner at Mengel Metzger Barr & Co. LLP to explore the situations in which wineries and vineyards may need a business valuation, as

Tax Implications of Selling Wine Outside of New York State

Expanding sales opportunities and diversifying your business model to reach beyond the tasting room, and perhaps even beyond New York, is an exciting path that many wineries have gone down. But what are the things you must think about when bringing in revenue from other sources? Join Anthony Sandonato, CPA/ABV, CVA, Esq. , Partner at Mengel Metzger Barr & Co. LLP for this discussion of the income tax, sales tax,