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Education
- Upcoming Classes
- Previous Classes

Class was so helpful I'd be interested in taking any classes offered!

Jump Start Class attendee

Education

New Classes for 2018 - registration is now open

We are pleased to provide the following classes at no charge to members of the Napa Valley Vintners association.

Upcoming Classes
Previous Classes

Terry Hollenstain, CPA has worked in wine industry accounting since 1981 including a stint as Assistant Controller for a Sonoma County winery. She has experience in systems implementations, training of accounting personnel, audit and accounting, and taxation. A roll-up-your-sleeves sort of gal, Terry loves to help people learn about accounting and the financial management of their business. In her spare time, she is a Humane Society volunteer and is training her Schnauzer to be a Pet Therapy dog. She holds a BA in English from Sonoma State University. Terry is a CPA licensed by the California Board of Accountancy.

Terry HollenstainArtisan

Tom Davis has been a CPA for more than 35 years and has been specializing in the wine and hospitality businesses since 1979. Tom offers customers superior technical knowledge and the wisdom of his vast wine industry experience. Tom graduated from Pennsylvania State University and went on to work for Arthur Anderson & Co. in New York City before moving to California. He is active in the Kiwanis Club, the Sierra Club, and the Napa County Land Trust. Read Tom's blog posts here. Tom is a CPA licensed by the California Board of Accountancy.

Tom Davis (Retired)The Sage, Partner

Nathan Anulo, CPA is a manager at BDCo specializing in both tax and audit assignments for various customers. He is known for taking on the most challenging assignments with a smile. Originally from Ethiopia, Nathan has been active in the St. Helena Hospital and Angwin Community Services and is a former treasurer of the Active 20-30 of Napa. He is a graduate of Pacific Union College in Angwin, California. Prior to joining the BDCo team, Nathan Anulo had 5 years of experience accounting for the hospitality industry in Napa Valley. His roles included accounting manager in the hospitality industry and treasurer of the Pacific Union College Preparatory School. Nathan and his wife are active foodies in constant search of the best dining (for the best price) in the Napa Valley. Nathan is a CPA licensed by the California Board of Accountancy.

Nathan AnuloCaptain Crunch

Patricia Walker is a CPA with over 20 years of experience in taxation. Patricia holds a masters degree in tax, and as the firm's Tax Partner, specializes in tax research, estate planning, compliance, and tax planning for high net worth individuals and their businesses. She excels in working with attorneys and customers to evaluate, implement, and monitor estate plans. Patricia graduated from San Jose State University with a Bachelors of Science in Business Administration with a concentration in Accounting. In 2003, she completed her Masters in Taxation from Golden Gate University in San Francisco. She is currently the treasurer of Napa Humane and is the immediate past-president of Soroptimist International of Napa, an organization that supports women and girls on both the local and international level. You can read Patricia's blog posts here. Patricia is a CPA licensed by the California Board of Accountancy.

Patricia WalkerPuzzle Master, Partner

Dawn Marshall is a Napa native. She briefly left the Napa Valley for a sojourn to Miami, Florida but returned to Napa to begin her professional career. Her first job was in a florist, before moving to high-end hospitality, then winery accounting and for the past 17 years she has been serving in a number of different roles in city government, culminating in the role of Human Resources and Administrative Manager. She is a two time recipient of “Award of Financial Reporting” by the Government Finance Officers Association. When she’s not helping “humans with resources”, she is likely to be gardening, quilting, or arranging items in her home to be more aesthetically pleasing. Dawn is the mother of 3 children – 2 sons and a daughter who all seem to have inherited some of her creative abilities. As a young woman, Dawn went off to purchase her first automobile, a Renault, at a local Napa automobile dealer. While she was unsuccessful in securing her dream automobile, she ultimately walked away with a first date with her now husband of 29 years.

Dawn MarshallTeam Harmonizer

Ryan Goldring is a student at Pacific Union College (PUC) in Angwin, California where he is working toward his Bachelor of Business Administration. His family recently relocated from California to Charlotte, North Carolina where Ryan now spends his summers. He says two things are most notable about his move to the South : southern hospitality and humidity. A born traveler, Ryan has an appreciation for diverse backgrounds, cultures, and languages which is part of the appeal of accounting. He sees accounting as the language of business and feels it is an important springboard to succeeding in business. He has previously worked in finance offices at PUC and in classrooms in Micronesia.

Ryan GoldringThe Intern

Laura is a graduate of the University of South Alabama in Mobile, Alabama where she earned a B.S. in Accounting. Upon graduation, she was determined to cross an item off of her bucket list, and moved from her home in Birmingham, Alabama to California. She applied online for positions on the west coast and once hired, headed to her first job at a travel agency in Santa Rosa. She will be sharing her insights as a member of both the tax and accounting teams. She is a born adventurer and has traveled to Italy and most recently Costa Rica to see her favorite animal, the sloth. She is hoping to make a trip to Iceland in the near future.

Laura HawkinsMeraki-Maker

Randy Gnagy has been a CPA for over 34 years and has worked with BDCo since 2000. He is the firm's senior tax specialist, and has a great deal of experience in interstate taxation and tax preparation for nonprofit organizations. Over the years he has been active in Junior Achievement, the Arts Council of Napa Valley, and the Napa Valley Shakespeare Festival, and is currently on the board of Napa Emergency Women's Services. He has also done volunteer work at local schools. He holds a BA in history from California State University, Fresno. Randy is a CPA licensed by the California Board of Accountancy.

Randy GnagyPain Reliever

Chris Meineke specializes in wine industry accounting and has been with BDCo since 2006. As the firms Audit Partner, he provides audit, review, valuation and CFO services, as well as inventory and financial analysis. He enjoys helping wineries understand how their business is performing and how to improve operations and value. He holds a BS in managerial economics and a BA in history from the University of California at Davis. He is a CPA and an ABV (Accredited in Buisness Valuation.) Chris is active in Napa Little League and serves on the board of the St. Helena Choral Society. Chris is a CPA licensed by the California Board of Accountancy.

Chris MeinekeThe Thinker, Partner

Craig Underhill is the firm's CEO. He has been a CPA for over 25 years and has been with BDCo since 1995. He uses his accounting and management experience to help wine and hospitality organizations manage their businesses strategically and effectively. He has studied strategic management, productivity and human behavior, and uses this expertise to help people, from executive management to hourly staff, be more successful. Craig excels at helping people ask questions that allow them to unlock their potential, solve problems and improve their performance. He is the board chair for Junior Achievement in Napa County and has led JA's expansion from 250 participants to over 4,000 annually. He holds a business administration degree from California State University, Chico and is certified in Strategic Performance Management. He is an active volunteer and trained handler for Aaron the Comfort Dog, a Napa celebrity. You can read Craig's blog posts here and hear him describe his vision for the firm here. Craig is a CPA licensed by the California Board of Accountancy.

Craig UnderhillEmperor of Enlightenment, CEO

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Leadership Workshops - Wine Industry Sales Education Want to really understand the numbers behind winery accounting? We teach an 8-hour class through WISE Academy for this purpose #203 on May 16th http://wineindustrysaleseducation.com/workshops/
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Wow QBOnline Plus is going up to $50 a month for users. 0 C 0 C

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Why one question is a consultant's best tool Do two WHYs make a right? https://www.linkedin.com/pulse/why-one-question-consultants-best-tool-geni-whitehouse/
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Which is worse - staying with your current software or finding a replacement? https://blog.bdcocpa.com/2018/03/finding-the-right-software/ 0 C 1 C

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Brotemarkle, Davis & Co. LLP's cover photo Brotemarkle, Davis & Co. LLP updated their cover photo. 0 C 5 C

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How MileIQ Automatic Mileage Tracking Works | MileIQ If you are still tracking mileage by hand, it's time for an upgrade. MileIQ has changed my life! For $60 a year this app is always on - swipe left for personal miles, right for business. Done. https://www.mileiq.com/howitworks#pricing 0 C 1 C

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Certificate in Wine Industry Finance and Accounting - School of Business and Economics Enjoyed the opportunity to teach at Sonoma State http://web.sonoma.edu/sbe/wine-business-institute/education/wine-industry-finance-and-accounting.html
This program gives an overview of the financial and accounting concepts that will enable you to make better business decisions and advance your career. Taught by wine industry professionals in the ... 0 C 1 C

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Retroactive Depreciation Changes Encourage Closing Deals Before Year End Bonus depreciation benefits apply for purchases made between Sep 28th and the end of this year. https://www.forbes.com/sites/peterjreilly/2017/12/21/retroactive-depreciation-changes-encourage-closing-deals-before-year-end/#2fedc08f6db6
Closing acquisitions in December can have big benefit thanks to retroactive provisions of the Tax Cuts And Jobs Act. 0 C 0 C

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Republican Tax Plan Calculator We keep learning more about implications of tax law on wineries - big changes in excise taxes for all, and sparkling wine producers now benefit from credits https://www.bdcocpa.com/resources/articles/98 . And for individuals, here is a calculator to try https://www.wsj.com/graphics/republican-tax-plan-calculator/
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Tax Law has now been signed. "Interesting" provisions related to the 20% deduction for pass-through income (and by "interesting", we mean complicated...) Interplay between deductions gained and lost will keep us all on our toes. So what to do at ... 0 C 1 C

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Impact of Proposed Tax Law Changes on Wineries Our first pass at the impact of the new law (pending signature) on wineries https://www.bdcocpa.com/resources/articles/98
HIghlights of the new Tax Law awaiting final approval on 12/20/17 (Breaking news - subject to revision as more information is available.) 0 C 1 C

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Wine Excise Taxes Cut as House and Senate Pass Tax Reform Legislation Tax Benefits for Wineries https://www.winebusiness.com/blog/?go=getBlogEntry&dataid=193611 0 C 0 C

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Photos from Brotemarkle, Davis & Co. LLP's post Did someone say Ugly sweater contest?
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Biz Buzz: Underhill earns advanced behavioral certification In the news: our "Emperor of Enlightenment" shines even brighter thanks to advanced certification in TriMetrix® HD http://napavalleyregister.com/business/biz-buzz-underhill-earns-advanced-behavioral-certification/article_f4d481a2-6492-51f5-ad5d-b00871ed9cea.html
Brotemarkle Davis & Co., LLP, an accounting and advisory firm specializing in the wine and hospitality industries, announced that Craig Underhill, the ... 2 C Wait. Someone taught you how to behave? THEY deserve the award! Congrats! Congrats to you Craig and to the BDCo team! 14 C

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Napa Valley Vintners Named Ethical Company of the Year by The Drinks Business Green Awards... Congratulations to a great organization providing a great service to the wine industry and the people who call the Napa Valley home.
https://www.wineindustryadvisor.com/2017/12/07/napa-vintners-named-ethical-company-year
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Aaron Comfort Dog 🎶Happy Birthday to me!🎶
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Breaking: Krug’s Henriquez announced as president of LVMH wine division Congratulations to a Powerful Woman of Wine (and entertaining speaker) https://www.thedrinksbusiness.com/2017/11/brekaing-krugs-henriquez-announced-as-president-of-lvmh-wine-division/ 0 C 0 C

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St. Helena, CA This holiday season, spread the love and spread the word that #NapaValley's Main Street is open for you! We're celebrating the best in luxurious hotels, culinary adventures, unforgettable wine experiences, one-of-a-kind boutiques and indulgent spas.
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Disaster Relief Tax Seminar If you were directly impacted by the CA wildfires, please join our friends Linkenheimer LLP CPAs & Advisors in Sonoma County for a seminar on disaster recovery http://www.linkcpa.com/disaster-relief-tax-seminar/
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IRS rules on donations of employee leave to charitable organizations in support of CA wildfire relief.
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Rep. Thompson Urges Fire Survivors to Submit “Right-of-Entry” Form to Receive Free Debris Removal Services Information from Congressman Mike Thompson https://mikethompson.house.gov/newsroom/press-releases/rep-thompson-urges-fire-survivors-to-submit-right-of-entry-form-to-receive 0 C 0 C

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Unified Wine & Grape Symposium - Featuring an industry-wide trade show and program sessions New timely topics added to Unified Wine and Grape Symposium Agenda https://www.unifiedsymposium.org/ 0 C 1 C

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California Wildfire Recovery Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... Adding resources from all over for those needing assistance - we will add material as it is available here http://www.bdcocpa.com/resources/downloadable/25
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aic.ucdavis.edu Great viticultural resources for vintners from UC Davis
http://aic.ucdavis.edu/publications/Napa%20and%20Sonoma%20County%20Fires%20and%20the%20Wine%20Industry.pdf?utm_source=School+Contacts&utm_campaign=249860f080-WEP_Napa&utm_medium=email&utm_term=0_4e79dc600f-249860f080-308172889&mc_cid=249860f080&mc_eid=4c435d8ed9
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The Wizards of Elixirs Cocktail Competition What a fun way to support fire victims! https://www.eventbrite.com/e/the-wizards-of-elixirs-cocktail-competition-tickets-37769048240
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California Wildfire Recovery Resources - BDCo, Brotemarkle Davis & CO. LLP - An accounting and... CA Wildfire recovery resources http://www.bdcocpa.com/resources/downloadable/25
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Receiving FEMA funds? Not taxable in most cases.
Qualified disaster relief payments aren't included in the income of individuals to the extent any expenses compensated by these payments aren't otherwise compensated for by insurance or other reimbursement.
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IRS ruling PL-115-63 provides special relief for individual casualty losses resulting from Hurricanes. Hoping these are extended to Wildfires in CA. 0 C 0 C

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FINCEN relief should also apply to CA Wildfires https://www.forbes.com/sites/kellyphillipserb/2017/09/12/irs-announces-tax-relief-for-taxpayers-affected-by-hurricane-irma/#6c4485c7cffa 0 C 0 C

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www.edd.ca.gov Employees of impacted businesses may qualify for CA Disaster Unemployment Assistance http://www.edd.ca.gov/pdf_pub_ctr/de8714y.pdf 1 C Brotemarkle, Davis & Co. LLP Application is available online here https://eapply4ui.edd.ca.gov/ 1 C

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Blog Latest

March 26, 2018

Finding the Right Software

July 5, 2017

Wine with a wink

April 25, 2017

Digital Dusting

December 15, 2016

Making Tracks

August 18, 2016

The World Is Changing ... Fast

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