Accounting and Finance for the Vineyard and Winery

Accounting and finance are key elements of any business, including those in the wine industry. Learn the tax and financial accounting issues vital for vineyards and wineries ranging in size from 5K to 100K+ cases. Designed for vineyard and winery owners, as well as CFOs, COOs, controllers, accounting managers, CPAs and attorneys, this two-day course will take you from the start-up phase through the operational phase of your vineyard and winery. By the end of the course, you’ll be able to confidently establish a business plan and successfully apply accounting principles for both developing and operational vineyards and wineries.

Learning Outcomes

  • Propose a business plan for structuring your business today and into the future
  • Recognize the importance of budgeting and planning
  • Review business tax, estate tax and individual tax planning
  • Compare accounting methods and GAAP vs tax differences in accounting
  • Analyze financial statements, tax laws, depreciation of vineyard and winery assets, and working with lenders and debt ramifications
  • Discuss inventory costing and the benefits of being a farmer under the tax code

Skills You Will Gain

  • Accounting
  • Finance
  • Business
Academic Units
0
Section Number
242VIT208
Instruction Method
Classroom

Location

International Center

463 California Ave, Davis, CA, 95616

Section Notes

Please refer to the campus map to locate the UCD International Center Building at 463 California Ave. on the UC Davis campus. You will be in the Multi Purpose Room. Also, please see campus map for nearest parking.

Parking: 

If you plan to drive, please review the following link for parking information. The campus uses the AMP Parking app for ALL parking. You must have the app on your phone to pay for parking. https://taps.ucdavis.edu/aggiepark . We suggest that you upload the app prior to visiting and bookmark it.
 

There will be no morning coffee service. Please bring a bag lunch. A list of nearby restaurants will be available at check in. You will have 1 hour for lunch.

For the latest information and updates, check our website – https://cpe.ucdavis.edu/ 

Enrollment Policies

Drop requests (withdraw with a refund) will be approved, less a $30 processing fee, if the request is received by the Refund Deadline: 10/30/2023.  Refunds and/or enrollment transfers will not be approved after this date. View complete enrollment policy information including details on withdrawals and transfers.