March 10, 2014
Bill Vyenielo was hired as business consulting senior manager with Moss Adams. …
Dmitri Alexeev was named tax senior manager with Moss Adams. …
Joe Hester joined as tax manager with Moss Adams. …
Bank of Marin honored Leah Bryan from Petaluma and Tara Johnson from Sonoma as the most recent graduates its retail officer training program. …
Dana Marty joined JDH Wealth in Santa Rosa as the administrative assistant. …
Marc McDonald was named real estate manager for the General Services Department in Sonoma County. …
Kristin Berger recently joined the Climate Protection Campaign as the director of development and communications. …
Dr. Frederick L. Johnson was named as a new board member for Sutter West Bay Hospitals and Sutter West Bay Medical Foundation. …
The Santa Rosa office of George Petersen Insurance Agency hired Daniel S. Garcia Jr. as a commercial lines agent. …
Jaime Pera has been named associate partner and selected to lead the expansion of Terra Firma Global Partners in Marin County. …
Calix appointed William Atkins as executive vice president and chief financial officer. …
Joseph Phelps Vineyards promoted Justin Ennis to winemaker at the company’s Freestone estate. …
November 18, 2013
The accounting leaders featured here were selected by North Bay Business Journal staff and the newspaper’s Oct. 21 list of the largest North Bay accounting firms. They are listed alphabetically by company name.
November 5, 2013
SANTA ROSA — Accounting firm Moss Adams has named Jeff Gutsch partner in charge of its Santa Rosa and Napa offices, a role he will assume alongside his responsibilities heading the firm’s national winery and vineyard practice, the company announced.
September 30, 2013
NORTH BAY — This year marks a time of relative stability after a long period of tenuous wrangling over federal estate tax policy, following Congress’s decision in January to extend a temporary and historically large exemption for estate and gift taxes, said North Bay experts in estate and succession planning.
August 14, 2013
The Business Journal on Wednesday announced a record 75 recipients for its eighth annual Best Places to Work.
More than 6,000 employees completed the required anonymous online satisfaction survey, and thousands of comments were collected in the process.
June 24, 2013
Seattle-based Moss Adams is celebrating its 100th anniversary this year, with the firm’s North Bay-based practices among the offices that are commemorating the milestone on the local level. …
Also celebrating a significant anniversary in the North Bay is Dal Poggetto & Company, which turns 20 this year, said Managing Partner Jon Dal Poggetto. …
Upper-division students at Sonoma State University’s School of Business and Economics have voted Pisenti & Brinker’s Jim Perez as one of the business school’s most impactful professors, a designation that acknowledges instruction, advising and service to students and the university. …
The Internal Revenue Service has released data that reflects a growing adoption of electronic tax return filing for the 2013 tax year, part of a larger migration to Web-based services for taxpayers. …
Total income tax revenue collected following the income tax year for California residents was 0.8 percent lower than estimated, but State Controller John Chiang announced that the $15.03 billion collected still represented an improving outlook. …
May 6, 2013
Offered for the first time this year, the eight-course Wine Industry Finance and Accounting certificate program takes many of the financial skills taught in Sonoma State’s full-blown wine business degree programs and breaks those topics out for focused instruction to a non-student audience.
March 18, 2013
As investigators continue to aggressively pursue allegations of business embezzlement in Sonoma County, regional fraud experts warn that many North Bay companies and nonprofits still lack the basic internal practices needed to catch and prevent those crimes.
February 25, 2013
A number of accounting firms that have recently made efforts to grow in the Napa Valley are moving into the next phase of their expansions, positioning themselves through hiring and training to help bring those moves to fruition in a regional economy spearheaded by the wine industry.
February 25, 2013
Summit State Bank appointed Kim August vice president and commercial loan officer. …
Jodi Shubin, director of client and community relations at Pisenti & Brinker, was named the Santa Rosa Chamber of Commerce 2012 Ambassador of the Year. …
The Democratic Caucus selected Rep. John Garemendi, D-Fairfield, for the House Agriculture Committee. …
Nick Hansen, CPA, of Moss Adams, LLP, was appointed vice president to the 2013 board of directors for Santa Rosa Wednesday Night Market. …
Pacific Coast Air Museum announced that Julia Hochberg of Sonoma Jet Center was elected to the 2013 board of directors. …
November 19, 2012
The accounting leaders featured here were selected from the Oct. 22 Business Journal list of the largest North Bay accounting firms. They are listed alphabetically by last name.
October 1, 2012
Moss Adams LLP appointed 13 new partners, including one new partner in Santa Rosa and two in San Francisco. The new positions are effective Oct. 1. …
A new law signed by Gov. Jerry Brown last month will make it easier for certified public accountants from outside California to do business within the state. …
Financial regulators have jointly announced multiple efforts to assist the financial industry in preparing for the potential effects of new proposed regulatory-capital rules connected to the Dodd-Frank Wall Street reform and Consumer Protection Act. …
September 10, 2012
In a decision that could impact the tax planning and accounting practices of real property owners, developers and tenants, the Internal Revenue Service has issued a new set of regulations that seek to clarify the manner by which the cost of certain building improvements qualify for a federal tax deduction.
While the guidance helps brings clarity to a long-contentious issue that has reached as far as the U.S. Supreme Court, accounting leaders in the North Bay and beyond stress that those involved in property improvements should familiarize themselves with the regulations and anticipate a potential change to the flow of tax deductions to their federal tax bill.
September 10, 2012
Accounting leaders from around the U.S. reported a lower economic outlook for the third quarter but higher confidence than the same time in 2011, and North Bay experts are noting more positive observations on the local economy and climate for those in the accounting industry itself.
July 23, 2012
SANTA ROSA and NAPA — Napa-based accounting firm Rabanal & Smith LLP will merge into Moss Adams LLP, giving Moss Adams and its wine industry practice a physical footprint in the Napa Valley.
February 27, 2012
The Internal Revenue Service has clarified a handful of provisions related to its form 990 in tax year 2011, the document used in tax filing for nonprofit organizations that was significantly expanded in 2008.
October 3, 2011
NORTH BAY — While orchestrating a graceful transfer of a company’s assets to its new owner is only one part of a comprehensive succession strategy, business succession experts in the North Bay said that their clients are finding ways to do so smoothly and profitably despite the turmoil of the recession.
September 19, 2011
NORTH BAY – Estate tax and law experts are telling clients that the time to plan is now, while there is some clarity on a long-contentious issue that could easily change again in the not-so-distant future.
March 28, 2011
The business of making ultrapremium and luxury wine may be reaching a turning point after almost three years of heavy competition for consumer dollars.
November 8, 2010
ROHNERT PARK – High-end cabernet and cars will be sideshows at the second North Bay Investor Summit, an event its sponsors hope will attract capital to aspiring startups in the area.
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