Congratulations to our partner Dave Dillwood for receiving this year’s Outstanding Conference Volunteer award from the CalCPA! Dave has been a planning committee member for CalCPA’s Wine Industry Conference for the past decade and has been the chairperson of the committee for eight times. He has been also been a frequent presenter at the Conference. Congratulations Dave!
Our Assurance Manager, Jennifer Scherrman, CPA, will once again be presenting at the December Wine Industry Conference. She will discuss accounting guidance applicable specifically to the wine industry. Registration for the Wine Industry Conference on December 5, 2017 is available via Cal CPA website.
In response to the devastating wine country fires, DBM will conduct a series of free workshops for the members of Santa Rosa Metro Chamber on tax treatment of disaster losses, guidance on how to determine losses, and maximizing insurance settlements. The discussions will be led by Dave Dillwood. Some of the information discussed by Dave is highlighted in a November article in the Press Democrat regarding tax relief for North Bay fire victim with a financial loss.
Our Assurance Manager, Jennifer Scherrman, CPA, will be presenting at the December Wine Industry Conference. Jennifer will be sharing her knowledge in vineyard and winery cost accounting. She’s gained experience in this area working with a variety of local winery and vineyard clients over the past six years at DBM. Register soon through the Cal CPA website!
We have a champion among us! Congratulations to Tina Neustel, our Office Manager and a member of the Sonoma-Marin-Napa chapter of the Executive Women’s Golf Association. Tina and her fellow team members brought home the 10th Annual Cal Cup from the EWGA Cal Cup golf tournament. This is the second consecutive win for Tina and her team.
DBM celebrates the firm’s fifteenth anniversary. The firm has enjoyed steady growth since its formation in 2000, and we’ve continued to provide excellent tax, assurance, business valuation, and advisory services to our clients. We are thankful for our talented staff and appreciate the opportunities to work with our clients.
As of December 2014, DBM is a certified Green Business in Sonoma County. The Green Business Program is a California program that gives distinction to businesses that put forth effort to protect, preserve, and sustain the environment.
We have minimized our impact on the environment by encouraging electronic transmissions of files to and from our office whenever possible, reducing our waste, increasing our recycling awareness, purchasing environmentally friendly products and equipment, and reducing our energy and water usage. Through our efforts, we hope to leave as positive impact on the environment as possible to create a better world for future generations.
Throughout 2015, we’ll continue to transition into more environmentally-friendly practices with our clients, which includes sending invoices through email. In future years, tax returns and financial statements may be issued to clients electronically. Clients will still have the option to request paper copies of documents from our office, and all clients will receive an update before any changes are fully transitioned.
If you have any questions, please contact our office.
Our Partner Dave Dillwood will be presenting at CalCPA Education Foundation’s Wine Industry Fundamentals conference on December 9 at Napa Valley Marriott Hotel & Spa. Dave’s presentation will explore key tax and business issues related to accounting for fixed assets and inventory accounting. Dave has been on the Wine Industry Conference planning committee for the past nine years.
DBM celebrated our firm’s 13th anniversary in July 2013. Our firm was established on a foundation of a wealth of knowledge and expertise brought to the practice by our founding partners. Thirteen years later, we continue to provide a variety of services to our clients, from audits to compilations, from tax preparation to future tax planning, and from business valuation to litigation support. We pride ourselves for being our clients’ trusted advocate for their financial future.